As expected a short-sighted vote for unchanged today …
I don’t like the statement at all … as it is too dovish to curb inflation
and at best naive … as it talks about growth “revival”
Markets reaction is so far split … advantage bears.
It will be interesting to see tomorrow, how the investors react …
as […]

Again we play “Waiting on the FED” … but something is different …
This time markets only stop to fall … they don’t rise …
The FED’s decision is said to be “UNCHANGED”.
Bad enough …
Inflation is accelerating and the FED is weaponless as the economy weakens further and the banks and financials are still in intensive care.
Usually […]

ECB and FED are afraid … they talked the truth … at least a bit …
The market reacted … that made them scared … them, the stupid cheerleading manipulators
Now they start again talking markets up …
- We said SMALL rate hikes only
- We are in NO HURRY to hike
- We are not even […]

Fed seemingly got the message of the ECB …
The message is …
We waited long enough … now you should have your problems solved …
We will start hiking rates … follow or bury the US $
Reckless naughty french boy … Mr Trichet … his friends call him J.C.
Today … two […]

ECB today made clear, that there is NO CHANCE for a rate cut …
Due to the current inflation picture, most of the ECB council members see a case for a RATE HIKE …
Trichet sees the possibility for a JULY “small” rate hike …
So … this means NO MORE RATE CUTS … neither from the […]

Even if this firm is NOT a desaster … its communication is one …
And as they seemingly neither learn nor are good enough …
Darwin says … endangered species … survival questionable …
Last example … TODAY …
WSJ reported, that “sources” say, Lehman is going to increase their capital by around 4 bln$ as they need to […]

Bonds are selling off as June contracts are close to expire …
WHY???
Inflation is ramping, credit crunch seems managable … so the Hedges are SOLD.
And now the speculation starts … WHAT’s NEXT???
Interest rates HAVE TO RISE!!! Next step of FED and ECB will be UP … a rate HIKE!!!
This is reflected first in selling of long […]

Never in the history information was so freely available …
and never was it so stubbornly denied and ignored …
Everybody can be aware of the situation …
but nobody seems to care about, what is going on …
The financial industry became too big … not too big to fail …
as it finally will … but as big […]