econompicdata.blogspot.com - 11/5/2009
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In theory, it does look like hedge funds are BACK, though it is a bit concerning that EVERY strategy (except those neutral or short equity beta) has been a winner. Back to this in a moment... While many hedge funds make claims that they don't have any equity beta and the returns are alpha ...
businessinsider.com - 11/2/2009
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businessinsider.com —
nourieroubini tbi Prior to the bust, the Japanese
yen was the favored currency behind the so-called "carry...
trade." Traders would borrow a cheap currency, buy risky assets, and then profit. It was basically that easy. But the cheap yen has been ...
(more)
Roubini: The New Dollar Carry-Trade Is Bound To Blow Up
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Links 11/5/09
naked capitalism —
Fake AP Stylebook Steers You Completely Wrong — With Style Wired
Rare whale gathering sighted BBC
How central bank repos create conflicts of interest FT Alphaville
Did We Learn Anything? Carry Trade Edition EconomPic Data
Lending must support the real economy Dirk Bezemer, Financial Times
Men in part-time work paid less than women Independent
Sympathy for the Treasury Steve Waldman. The most comprehensive write-up of the meeting some bloggers had at the Treasury, and it is quite accurate, both ...
Thursday links: the carry trade
Abnormal Returns —
... Hedge funds have been prime beneficiaries of this ‘carry trade’ as their returns have been uniformly positive in 2009. (EconomPic Data) ...
Related Content
Return of the “Carry Trade”
alephblog.com 8/20/2009 — The idea of a carry trade is simple. Borrow inexpensively, and invest at a higher yield. Make money.
Too easy you say? Right. Usually something has to be compromised for a carry trade to work, usually betting on lower rated credits performing, or currencies not moving against those ...
How to Trade the Carry Trade Strategy Part 1
informedtrades.com 3/18/2009 — In our last lesson we continued our free forex trading course with a look at a specific example of how interest rates move the market. In today's lesson we are going to look at one of the more popular strategies employed by currency traders looking ...
Why the 'Carry Trade' Is Back
online.wsj.com 8/18/2009 — LONDON -- As central bankers keep pumping huge sums into the global financial system, they are also pumping up one of the riskier investment strategies in the currency market. Known as the "carry trade," the strategy involves borrowing money in ...
Is the Carry Trade Back?
traderdaily.com 1/6/2009 —
The dollar, yen and Swiss franc may weaken this year against 2008’s biggest losers in the currency markets as the global economy starts to recover, the largest foreign-exchange strategists and investors say.
The winners will be the Brazilian real, ...
Carry me a little farther
hf-implode.com 9/27/2009 — " There are a zillion stories these days about the alleged newly forming US dollar carry trade. They look to come from the same sources that claim a grandiose weakness in the greenback. I use the term “alleged” because me, I don't buy it. That is, not the story. The dollar, though, I might."
Thursday links: the carry trade
abnormalreturns.com 30 days ago — Felix Salmon , “..every move upwards in US stocks or gold or the Aussie dollar or junk-bond indices is another step in exactly the wrong direction: it’s a step towards yet another massive crash. And it’s all being turbo-charged by Fed ...
A Perspective on Carry Trading
clausvistesen.squarespace.com 5/13/2009 — ARE carry trades back in Vogue? With all the talk about second derivatives, equity rallies, and for my own part spring sensation in the market place this question is, I think, a natural one to ask. And by all means, I am not the only one who is ...
The U.S. Dollar and the Carry Trade Made Simple
traderfeed.blogspot.com 9/18/2009 — Let's say two people have bank deposits: one at United States Bank and the other at Euro Bank. United States Bank is offering a one-year certificate of deposit for .35%. Euro Bank is offering .36% at its UK branch and .68% at its German branch. ...
EconomPics of the Week (11/6/09)
econompicdata.blogspot.com 28 days ago — Long Term View Importing Goods for IOU's Did We Learn Anything? Carry Trade Edition Employment Broader Unemployment to 17.5% Civilian Hours per Week Cliff Dive Continues ADP Job Loss at 203,000 Stay in School... Job Losses... Again, Worse than ...
BONOBO LAND: The Swiss Carry Trade
bonoboathome.blogspot.com 3/6/2009 — With all the fuss about the Japanese carry trade in recent months (and don't miss this latest piece on the Japanese housewife angle from Claus Vistesen ), another important piece in this global puzzle seems to be escaping notice: the Swiss ...
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