Currency Economics My Thoughts on Currencies

Anticipate a wave of USD-bearish comments.

More thoughts on the G7 statement.

Balancing up (B/U) and balancing down

On Chairman Bernanke’s comment.

The structural integrity of the ‘de facto dollar zone.

I remain structurally constructive on the USD

China’s CNY will likely start moving gradually lowe

The ECB is in a small bind:

USD/JPY remains the clearest trade, in my mind:

US Treasury Department’s report on foreign holdings of US securities.