1. Macroeconomic fundamentals and trends indicate a real risk of a permanent slowdown in Chinese activity to 6% or below in the very near term. The process of economic development in China is very likely to initiate a reversal of the gold-rush mentality that has gripped the market for the past decade and spark a crisis of confidence which does some damage to both capital costs and real activity in China.

    advisor.iharborcap.com
    http://www.iharborpcap.com > Open Market

    # vimeo.com/42858569 Uploaded 13 Plays 0 Comments
  2. In this edition, we highlight Fed policy and our economic outlook for Mexico and Brazil, the US and Canada. We are constructive on the entire region, and expect the US economy to lead the way higher. Our outlook on the US Dollar is strongly positive. Over all horizons, the dollar will benefit from better relative economic performance, less rapid yuan appreciation, and tighter rate differentials.

    # vimeo.com/36790745 Uploaded 8 Plays 0 Comments
  3. Iron Harbor's Outlook on US Economy at March 2012:

    Although the last six quarters have been a little bumpy, underlying momentum suggests that the US has regained its footing and is making meaningful progress in its recovery.

    We are very optimistic on US prospects as the economy progresses through the business cycle.

    # vimeo.com/38637202 Uploaded 20 Plays 0 Comments
  4. Brief overview of FOMC and ECB policy movies and effects on major world currencies, January 2012

    # vimeo.com/34513925 Uploaded 7 Plays 0 Comments
  5. # vimeo.com/33570529 Uploaded 5 Plays 0 Comments

Global Macro

Jacqueline Hayot

Useful information on the world's currency markets and central bank policy.

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