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BCA on European Monetary Policy |
HenryTo
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Joined: 06 Aug 2004
Posts: 11722
Location: Los Angeles, California
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 Posted: Thu Nov 15, 2007 10:59 pm Post subject: BCA on European Monetary Policy |
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Says that monetary policy is overly tight in the Euro Zone right now:
http://www.bankcreditanalyst.com/public/story.asp?pre=PRE-20071115.GIF
| Quote: | | While it may be difficult to reach the required consensus among committee members to ease, the market is likely to put pressure on the ECB and expectations of rate cuts will build. |
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BCA on European Monetary Policy Replies |
nodoodahs
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Joined: 06 May 2005
Posts: 2408
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| Posted: Thu Jan 24, 2008 10:53 am Post subject: |
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Quit picking on my positions!
First the TLT, now the FXE, USO, GLD, and SLX?
Darn it, that's half my book!
I'll probably overstay my welcome in all of those, but I think I'll wait for the fat lady to sing, first.
_________________
I haven’t seen a beatin’ like that since somebody stuck a banana in my pants and turned a monkey loose. |
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HenryTo
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Joined: 06 Aug 2004
Posts: 11722
Location: Los Angeles, California
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| Posted: Thu Jan 24, 2008 10:45 am Post subject: |
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BCA: "ECB drops the ball!" A couple of months from now, there will be no choice but for th ECB to aggressively ease. In the meantime, I would continue to seriously underweight energy, materials, and industrials - not to mention the Euro.
http://www.bankcreditanalyst.com/public/story.asp?pre=PRE-20080124.GIF |
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