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May 2017

8 posts

A MIDDLE EAST WAR COULD SEND THE US DOLLAR SKY ROCKETING

This week’s events were not favorable for the US Dollar but the Greenback nevertheless ended the week on a strong note illustrating the momentum behind it.

The designation of Jerome Powell as the next FED Chairman was a dovish sign of continuity at the FED with reassurances that monetary policy would not be modified drastically.  The FED November meeting went without surprise, without rate hike and without press conference and the employment numbers that came out on Friday were less strong than market expectations. read more

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We Are Adding Volkswagen to our Model Portfolio

After a flurry of bad news in the past two years, we are of the view that it is time to BUY Volkswagen again at the current EUR 132 level.

VOW has been badly affected by the diesel emission scandal, recalls in the US and China and still has an anti-trust suspicion investigated by the European commission lingering over its head.
The european Commission probe centers on potential anti-trust breaches regarding collusion  by German automakers on various technologies, including diesel emission controls.  MAN trucks were part of a 2.9 Billion Euro fine for acting as a cartel. read more

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London’s Brexit Apocalypse Is Nowhere in Sight

Thirty years ago, London’s Isle of Dogs was a barren expanse of abandoned wharves and crumbling warehouses, never recovered from the wartime attentions of the Luftwaffe.

Even the names of nearby boat basins were reminders of Britain’s lost empire and postwar decline: the West and East India docks.
    
George Iacobescu arrived in 1988, sent to oversee what at the time seemed like a bold, verging-on-insane idea: the creation of a financial district that would supplant the winding lanes and low-slung stone of the City, London’s traditional banking hub. read more

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It’s Raining Cash and the Flood Is Swelling Bond Danger

The good news for bullish debt investors is that riskier assets will probably keep rallying in
the near term.

The bad news is that the longer the rally continues, the more these investors stand to lose of their principal investments down the line.

That’s because companies and consumers have substantially boosted their leverage in the past few years as central bankers worldwide flood the market with cash to suppress borrowing
costs. read more

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