Wednesday, March 11, 2015

Albert Edwards — Wall Street's brightest minds reveal the most important charts in the world


Business Insider
Wall Street's brightest minds reveal the most important charts in the world
Albert Edwards, Société Générale

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This shows the fallacy of comparing statistics across areas in which different methods and criteria are used.

Washington's Blog
Edwards: “Core Inflation In The US Would Be Just As Low As In The Eurozone If Measured On The Same Basis”

Looks like the market agrees on low US inflation prospects.


Millan Mulraine, TD Securities


A rising dollar is effectively a US tightening. The question is what is causing the rise. The US market doesn't seem to be signaling a tightening of monetary policy soon, nor is the stock market anticipating a rate rise — equity markets historically begin correcting about six month prior to the first rate increase. Other currencies weakening relative to the dollar rather than the USD rising?

George Goncalves, Nomura

1 comment:

Malmo's Ghost said...

But but...I thought Peter Schiff said DXY was going to 50. LOL.