Bond Risk Aversion Rally Fades

Wednesday, June 16th, 2010

Some temperate U.S. data and pressure on Spanish and Portuguese bond prices today helped return bonds to the black for the first time in three days, with yields just inching lower. Investors grew nervous over the implications for growth from spending cuts in the Iberian nations and what reduced growth

Read more here:
Bond Risk Aversion Rally Fades

Japanese Yen Double Whammy: QE from the BOJ and Exports to the US

Tuesday, April 6th, 2010

Playing for Japanese yen weakness is one of our favorite long-term trades at Black Swan Capital; besides being short the euro against any other currency with a pulse. The yen has started to weaken against the pack – finally. But there are two reasons why we believe this game is…

Read more here: 
Japanese Yen Double Whammy: QE from the BOJ and Exports to the US

Aud/Usd Bearish View

Wednesday, March 24th, 2010

Aussie is in the start of a short trend since prices dropped below the black wave 1 support around 0.9080. This breakout and daily close below that level should put a short black wave 3 in play that will target the 0.8940-0.8970 region, but only if resistance at 0.9200 and…

Read more here: 
Aud/Usd Bearish View