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Markets
Eastern European Concerns To Rise, Hungary To Come Under Further Pressure
By Win Thin, Senior Currency Strategist, BBH Harvard Professor (and former IMF official) Kenneth Rogoff expects some Eastern European countries to face sovereign crises over next 2-3 years. In a weekend interview, Rogoff predicted…
Bond Bubble?
By Annaly Capital Management The “bond bubble” discussion in the mainstream media has become deafening lately. Some of the commentary has been thoughtful and interesting, but not all of it. Much of the bubble-watch has focused on asset…
Dollar Softer As Markets Await Bernanke Speech
From the BBH Currency Strategy Team Highlights The US dollar is mostly weaker vs. the majors but remains in very narrow trading ranges ahead of the weekend. EUR/USD is still having trouble moving above the 1.27 area, and is likely to…
Delay and Pray, and Then?
By Jake Weber While it may be hard to believe, the housing market hasn’t been the worst-performing real estate sector in terms of price. The index for the Case-Shiller Composite-20 index for residential real estate peaked in July 2006, and…
Risk Appetite Recovers
From the BBH Currency Strategy Team. Highlights The US dollar is mostly weaker vs. the majors as risk appetite creeps back in the wake of yesterday’s impressive recovery in equities after the very weak US data. EUR/USD still had trouble…
Yen Drops Back After Japan Comments on Currency; IFO Ahead
From The BBH Currency Strategy Team. Highlights Though concerns about economic growth prospects in major economies are still dominating financial markets after the poor US data yesterday, verbal intervention from Japan’s Finance…
Home Sales: Up, Down or Sideways From Here
By Annaly Capital Management Existing home sales can’t go to zero, can they? They clocked in at 3.83 million on a seasonally adjusted annualized basis in July, down 27% from the prior year, half of the 2005 peak of 7.25 million and the…
Rising Risk Aversion Favors JPY, USD, and CHF
From the BBH Currency Strategy Team. Highlights The US dollar is stronger vs. the majors as risk aversion carries over and intensifies. EUR/USD is making new lows for this move but is finding some support around 1.26 for…
On How Tim Geithner and I agree on public policy
If you haven't read Monday at the Treasury: an overlong exegesis, Steve Waldman's review of his meeting at Treasury with Tim Geithner, do so. It's a great piece. Steve's piece certainly showed how Tim Geithner and I agree on public policy.…
Dollar Softer In Narrow Trading Ranges
From the BBH Currency Strategy Team. Highlights The US dollar is mostly softer vs. the majors as earlier risk aversion during the Asian session has been reversed during early European trading. Overall FX trading has been in very…