Michael A. Gayed, CFA, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment adviser which manages a mutual fund and separate accounts according to its ATAC (Accelerated Time and Capital) strategies focused on inflation rotation. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube at youtube.com/pensionpartners.
Despite the soft economic data of late, the greenback should stand firm. Here's why.
The quantitative easing battle between the U.K. and Japan has begun.
The prospecting for renewed growth in China can affect the Aussie more than anything the RBA does.
With a potential new law on tap to collect retroactive capital gains taxes, the rupee could take a tumble.
The yen's strong correlation to U.S. Treasuries seems to be buoying that currency despite aggressive action by the Japanese central bank.
Consider if the ration trend is just starting on its own upward trajectory.
The emerging-market nation is intent on creating a bear market for its currency.
I suspect further declines are likely despite the RBI dampening expectations for further cuts.
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