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Finance & Stock Groups Forum Index » Futures » Market prone do Event Risk by Jean Jacques Chenier
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 Posted: Wed Aug 22, 2007 6:19 pm |
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August 22nd, 2007
Events such as a terror attack, multi billion dollar hedge fund blow
ups, and a bankrupcy of a large money center bank are the event
possibilities I see on the horizon.
All global markets whether it be equity, commodity, interest rates, or
real estate are turning into one big directional trade. Many markets
that historically exhibit non-correlation are now correlating. It is
extremely dangerous because there is only one trade out there right
now and it is the liquidity trade. There is only one exit door and
many are going to get trampled in the mad dash for the lone door. The
carry trade is just beginning and we expect some breath taking moves
in the Japanese Yen before it's over.
Jean Jacques Chenier
www.aambvi.com |
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