There’s two things on my radar screen.
I think it’s going to be a relatively short
one this month because there’s a little less
information out there to put across that’s
But the two things for me is, obviously, the
bond market’s relentlessly going in one direction
now, which every time I’ve looked at it in
the past, if this is the case and the economic
slowdown is going to be more pervasive– and
we’re seeing that in some of the Fed indicators–
then they should continue to rally, particularly
the short end of the market.
So it should go fine.
And then I’m getting more and more interested
in really going for it in the long dollar
I think the Aussie dollar was the one that
always led the way.
The US dollar versus the Aussie, the Aussie
dollar has just gone to new lows today.
The sterling looks bad.
The euro looks like it’s turning over.
Everything looks like it’s turning over.
So, for me, what I am getting more interested
in is the dollar.
I’m thinking, if there is a big surprise for
2019, I think the big surprise might be that
the dollar goes much higher much faster.