| Author |
CARRY TRADE Replies |
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
 Posted: Wed Nov 25, 2009 8:16 am Post subject: |
 |
|
Right on cue:
http://www.bloomberg.com/apps/news?pid=20601087&sid=aql54raktlLM&pos=5
“The main aim of the new rules is to control inflows of hot money,” said Zhao Qingming, a senior analyst in Beijing at China Construction Bank Corp., the country’s second-largest lender. “Individuals’ cross-border transfers are an important channel for hot money to flow into China.”
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
 |
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
| Posted: Wed Nov 25, 2009 8:00 am Post subject: |
|
|
So is it or isn't it?
http://ftalphaville.ft.com/blog/2009/11/25/85211/debunking-carry-trade-denial/
A twist on the question is how much the foreign diaspora (asian, south american eastern european and mideastern) is funnelling dollar "back home." The Taiwan example sticks out like a sore thumb.
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
nodoodahs
Moderator
Joined: 06 May 2005
Posts: 2408
|
| Posted: Wed Nov 04, 2009 12:39 pm Post subject: |
|
|
I'm sure that Powershares has one for that, I just don't know what it is ...
_________________
I haven’t seen a beatin’ like that since somebody stuck a banana in my pants and turned a monkey loose. |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
|
| Back to top |
|
|
nodoodahs
Moderator
Joined: 06 May 2005
Posts: 2408
|
| Posted: Wed Nov 04, 2009 6:12 am Post subject: |
|
|
| rffrydr wrote: | | http://2.bp.blogspot.com/_eKH-tiSXFbc/Su_2v9eNDbI/AAAAAAAAF7w/k-alFiwkuA4/s1600-h/fx+carry.GIF |
There's an ETF to track that ...
_________________
I haven’t seen a beatin’ like that since somebody stuck a banana in my pants and turned a monkey loose. |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
| Posted: Thu Apr 16, 2009 6:25 pm Post subject: |
|
|
Nuthin' much left to squeeze out of BDV. Zero is zero. Gotta head on down to Rio.
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
nodoodahs
Moderator
Joined: 06 May 2005
Posts: 2408
|
| Posted: Thu Apr 16, 2009 2:33 pm Post subject: |
|
|
Interesting that DBV has actually taken a hit the last few days, after a nice uptrend that had been getting progressively less volatile.
_________________
I haven’t seen a beatin’ like that since somebody stuck a banana in my pants and turned a monkey loose. |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
| Posted: Mon Jul 21, 2008 7:13 am Post subject: |
|
|
| Quote: | | The 26 developing-country currencies tracked by Bloomberg returned an average 1 percent in the past three months, down from 1.63 percent in the first quarter, 8.2 percent for all of 2007, and 30 percent annually since 2003. For the first time in seven years, investors are less bullish on emerging-market stocks than on U.S. equities, a Merrill Lynch & Co. survey showed last week. |
The EEM link in this trade is now broken...by crude. What?! you say South Africa has 21% unemployment and half of India exists on $2/day? It was as true then as now...must've been focues on other things.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a3fIPKlBl52E
How much did Euro expansion overstate this trade? How much PPP?
The dream still burns. Next and Last: the core stuff currencies.
| Quote: | | ...Eerdmans said Investec has ``long positions'' in the currencies of Nigeria, Malaysia and Russia, which are benefiting from higher oil prices and foreign direct investment, allowing them to fight inflation through currency appreciation. A long position is a bet that an asset will increase in price. |
That will be a surprise...and the last of marginal overseas money will return home.
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
|
| Posted: Thu Mar 06, 2008 8:59 am Post subject: |
|
|
Switzerland: H. Simons Real Money
March 5, 2003This is the day when the Swiss National Bank lowered its target rate from 0.75% to 0.25%; this rate cut preceded the Federal Reserve's declaration of war on deflation on May 6, 2003, by two months.
http://images.thestreet.com/tsc/common/images/storyimages/022608_simon03.gif
Assets underperform relatively in times of carry. The dollar is becoming a carry. JOF has found another reason to live.
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
Please log in to view without the ad banners |
|
|
FAQ
Search
Memberlist
Usergroups
Statistics
Register
Profile
Log in to check your private messages
Log in
