Browsing Tag

quantitative easing

A Look at A Half Full Glass

Anticipation of QEII in the US remains among the most potent forces in the capital markets.   Bernanke's pre-weekend speech and two dovish speeches since--Evans and Rosengren (both voting members of the FOMC).  The case the…

The Fed’s Great Experiment

by Comstock Partners For the third time in a little more than ten years Wall Street has embraced a dubious narrative to drive the market higher in the face of crumbling fundamentals. In early 2000 the conventional wisdom discarded over a…

Dollar Gets Punished on Policy Outlook

Highlights The US dollar is getting punished; suffering steep broad based losses today.  The spark that has driven the euro and sterling through their recent caps near $1.40 and $1.60 respectively, the Australian dollar, Swiss franc…

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