dollar - Knowledge Leaders Capital

The Trade Deficit Blowout is as Predictable as My Dog Begging for Food at the Dinner Table

06 Mar, by Bryce Coward, CFA in Economy, Markets

The big news of the day relates to the continuation of a trend that has been going on since 2013: the widening of the trade deficit. The trade deficit in dollar terms at $-59.8bn in December and $-622bn for the year broke down to a...

Offsides Positioning in Gold, Bonds and the US Dollar Will Make for an Interesting Fall

21 Aug, by Bryce Coward, CFA in Markets

We are living through a period of extremely crowded trades at the moment, as Jeff Gundlach notably quipped several days ago. The risk in crowded trades is of course that what would otherwise be relatively minor risk reversals can cause massive covering of positions resulting in...

Quarterly Strategy Update: Breaking Out & Breaking Down

26 Jan, by Knowledge Leaders Team in Economy, Markets, Portfolio Management

Oil prices have pushed through resistance and are breaking out while the US dollar has pushed through support and is breaking down. All of the major industrial commodity prices are moving in lock step, while the global economy appears to be accelerating led by the...

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The Trade Deficit Blowout is as Predictable as My Dog Begging for Food at the Dinner Table

Offsides Positioning in Gold, Bonds and the US Dollar Will Make for an Interesting Fall

Quarterly Strategy Update: Breaking Out & Breaking Down