currencies

Marc Chandler is the global head of Brown Brother Harriman’s top ranked Currency Strategy Team. For more of BBH’s currency views, please visit the BBH FX website here. Highlights The US dollar is riding high today, with broad based gains…

I am highlighting this March 2010 post because it best represents my view on the structural changes needed in the euro-zone. I suggest setting up a pre-funded European Harmonisation Fund that can get fiscal policy harmonised and help to…

Marc Chandler is the global head of Brown Brother Harriman’s top ranked Currency Strategy Team. For more of BBH’s currency views, please visit the BBH FX website here. Highlights The US dollar is firmer, but still stuck in trading ranges,…

The Germans are pressing a hard line on all fronts of the sovereign debt crisis in Europe – not only with austerity measures for Greece but for a planned European Monetary Fund (EMF) as well. The most critical part of the German negotiating…

I was just reviewing some of the commentary from this January's Barron's Roundtable. I thought Felix Zulauf's take on macro trends for investors was spot on.  His comments on currencies in particular inspired this post. Zulauf sees…

Highlights The US dollar’s underlying tone remains firm after recovering in the second half of last week.   Ahead of the EU Summit, Europe seems divided.  Germany’s Merkel is keen to dampen expectations that the summit will…

I recorded the video segment below on on RT America on Wednesday night (Notice my green tie for St. Patrick's Day!). The overall gist of the clip was that the currency battle now brewing between China and the U.S. is mostly a political…

UPDATE: 19 MAR 2010: Given the debate on China and its currency peg, I thought this post from November 2008 would be relevant. It called for a new world order centered around a new monetary system. This idea has gained some currency as it…

Highlights The US dollar is firmer against most major currencies.  The euro is trading near the week’s lows while the safe haven Swiss franc is up on the day amidst ongoing concerns about Greece.  That’s despite comments from…

Notable quotes in this 5 minute segment: "They don’t want to look in the mirror. America doesn’t have a China problem. It really has a savings problem. America has the biggest shortfall of national savings of any leading country in…