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Tag: usd
Cosa aspettarsi dal dollaro per il prossimo anno
Cosa aspettarsi dal dollaro per il prossimo anno Considerando l’inizio del ciclo di tagli della FED e il modello di fair value sottostante, potremmo quasi affermare che la forza del dollaro (USD) è stata piuttosto sorprendente quest'anno. Il grafico rappresentato mostra un confronto tra: il differenziale tra il rendimento a…
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Chart of the Month – Could the USD/EUR surprise on the downside in 2020?
Could the USD/EUR surprise on the downside in 2020? The strength of the USD has been quite surprising this year when looking at central banks activity and fair value models. It is now up 4.0% versus the EUR at 1.10. The US Federal Reserve reversed course in early 2019 by…
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Chart of the Month – “Something’s gotta give”
“Something's Gotta Give” Something's Gotta Give is a 2003 American romantic comedy starring Jack Nicholson and Diane Keaton who find love for each other in later life, despite being complete opposites. Why is the USD so weak recently despite the 10-year interest differential between the US and Germany indicating the…
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Hilmi Ünver @Goldman Sachs Cap Intro conference in Rome
I was invited to moderate a panel at the Goldman Sachs Cap Intro conference in Rome. The Fast and the Furious panel – Lessons learned from Q1 2016. The panel was comprised of prestigious and longtime well established hedge fund managers; Andrew Billett from Arrowgrass Capital, Colin Lancaster from Balyasny…
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Chart of the month: June Edition
EURO DOLLAR PARITY: THE LOGICAL SONG This recurrent question which always comes from the audience when a financial presentation is held (outside of the US of course): “and, what do you think of the dollar?”…… and it very often embarrasses the speakers because you normally can illustrate a bearish or…
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Notz Stucki Investment Meeting – Notes 12 04 2016
Please see the latest notes from our investment meeting held in Geneva last week: Notz Stucki Investment Meeting Notes - 12 04 2016
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