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Jeremy Robson  

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  • Weekly Indicators: Commodity Collapse Continues Edition [View article]
    Thank you for the weekly update, it is very helpful.
    Jul 26, 2015. 06:38 AM | 3 Likes Like |Link to Comment
  • Dollar Index Reverses Hard [View article]
    The euro/usd is going to 1.18 at a minimum. What happens then is not yet clear.
    Jul 21, 2015. 01:02 PM | Likes Like |Link to Comment
  • The Bankruptcy Of The Planet Accelerates - 24 Nations Are Currently Facing A Debt Crisis [View article]
    Countries with control of their currencies can continue on for years, decades or even longer. I have read many times that the only problem with these level of debts is inflation. Don't know if I agree as this is new territory for economics. The only thing that I do know is that predicting how this whole mess will play out is impossible to predict.
    Jul 17, 2015. 08:55 AM | 3 Likes Like |Link to Comment
  • The Preparation - A Look At The U.S. 10-Year Yield [View article]
    There might be a short term trade here. The 10 year has a habit of hitting the top and bottom of it's descending trend lines. It is possible with the top of the trend lines being around 3.1% we go higher in yields. However the trade would be over then (but probably before then) and I would once again be going long the 10 year.
    Jul 17, 2015. 02:26 AM | Likes Like |Link to Comment
  • Greece And The Future Of Europe [View article]
    Have to disagree with this article. I expect the EU to be forced to give up some powers and to have to consolidate for some time. Further integration is off the table at present and for the foreseeable future.
    Jul 14, 2015. 10:57 AM | 4 Likes Like |Link to Comment
  • Impending Disaster In Greece [View article]
    If I wanted any sensible plan on Europe I would most certainly not look to Mr Krugman.
    Jul 14, 2015. 10:04 AM | 3 Likes Like |Link to Comment
  • The Real Challenge For The EU [View article]
    It will be interesting to see how Portugal plays out. The socialist party has a large majority in the polls at present. Perhaps we will then get a clearer picture of what voters will achieve. Your point is a good one though, electorates are rarely completely duped.
    Jul 14, 2015. 04:24 AM | Likes Like |Link to Comment
  • Geopolitical Risks Are Rising - Is A Debt Crisis Far Behind? [View article]
    Please can you explain what unfunded liabilities are in social security and medicare. Pensions is obvious, the other 2 are not (to me any way). Thanks.
    Jul 13, 2015. 06:07 AM | Likes Like |Link to Comment
  • China's Bull Market Isn't Finished Yet, Despite The Wild Ride [View article]
    So now we know what passes for comment in China.
    Jul 12, 2015. 07:19 AM | 1 Like Like |Link to Comment
  • Tsipras In The Crucible [View article]
    I have thought for some time that the pro European group see Greek exit as furthering their agenda. I think that all of the fear mongering over a Greek exit is way over done. If (and it is not decided yet) Greece leaves it will not effect the decision of any of the other countries. If Podemos wins the Spanish elections they will not be much influenced by what happens in Greece. The people of Europe are saying by their voting patterns that the European project is in jeopardy. Greece is just the first country where the people's vote will change the status quo.
    Jul 9, 2015. 05:43 AM | 1 Like Like |Link to Comment
  • Looking At The Economic Expansion: How Long Can It Last? [View article]
    Thanks for the article. It is good to look under the covers although how useful in today's CB dominated world is debatable.
    Jul 9, 2015. 03:35 AM | 1 Like Like |Link to Comment
  • Prepare For A Fall In The Value Of The British Pound [View article]
    There is nothing dramatic about calling it what it has been described as in nearly all of the press reports.
    Jul 8, 2015. 11:31 AM | Likes Like |Link to Comment
  • We Can Be Confident Of One Thing: Lighter Greek Debt Burden Ahead [View article]
    The political will to keep the euro together at all costs is being tested in several countries. The UK wants the EU to give up some of it's powers. Livre in Portugal has the same aims as the UK Conservative party- less EU influence. In France Marine Lepene got 20% of the vote in local elections. Geert Wilders's Party for Freedom (PVV) has a chance at winning the Dutch elections next year. Podemus last poll result in Spain polled 21.5% of the vote against 22 for the PP party. These last 3 parties are anti EU and anti austerity. Germany's Bild just published 20 stories from the last 3 years on how they urged Ms Merkel to take a firm hand in negotiations with Greece. Their last article urges her to remain strong. Against the backdrop of parties anti EU, the pro EU brigade are having their wings clipped.
    Last but not least immigration from the failing nations is now an issue in all of the countries that have higher growth rates. All of this is moving the EU away from harmony. It is putting pressure on all of the negotiators in the Greece debacle. I would doubt that the cost to the EU of how it handles Greece has any influence on the result of the negotiations. I would also guess against this backdrop that it will be a political win for the pro Europe parties if the Greeks exit the EU and they know this.
    Not what is in your article!
    Jul 7, 2015. 04:29 PM | 1 Like Like |Link to Comment
  • Does 'Austrian Economics' Predict Inflation Or Deflation? [View article]
    I have thought for some time that we will relearn different rules of economics. The rules that we so far believe are sacrosanct will fail. The following from your very interesting piece is in my opinion one of the rules that will be changed - In the real world, there will always be a link between money supply and money purchasing power. The link is complex, but it will always be possible to reduce the purchasing power of money by increasing its supply.
    What if the present economic sentiment means that this is not so?
    Jul 7, 2015. 06:44 AM | 1 Like Like |Link to Comment
  • The Australian Dollar Stabilizes In The Wake Of A Copy And Paste Monetary Decision [View article]
    Thought you would have been stopped out by now!
    Jul 7, 2015. 06:25 AM | Likes Like |Link to Comment