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In 2011 we will see:
1. Higher rates, the i-rate cycle turned in Q4. Marginal capital cost increasing as the tower of debt gets stacked higher and higher
2. EU will move either towards fiscal integration or final phase
3. One EU country will go to volentary bankruptcy
4. Major correction in S&P in Q1 - minimum: 1000,00
5. USDJPY goes to 80.00 then 75.00
6. Growth collapses in Q2-2011
7. Market is down 25% not up 25% end of year - the present consensus (December 2010) is 85% of all analyst seeing better 2011)
8. Gold goes to 3.000
9. EURUSD goes to 1.1000, then 1.0000
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2011 CALLS (December 16th 2010)
In 2011 we will see:
1. Higher rates, the i-rate cycle turned in Q4. Marginal capital cost increasing as the tower of debt gets stacked higher and higher
2. EU will move either towards fiscal integration or final phase
3. One EU country will go to volentary bankruptcy
4. Major correction in S&P in Q1 - minimum: 1000,00
5. USDJPY goes to 80.00 then 75.00
6. Growth collapses in Q2-2011
7. Market is down 25% not up 25% end of year - the present consensus (December 2010) is 85% of all analyst seeing better 2011)
8. Gold goes to 3.000
9. EURUSD goes to 1.1000, then 1.0000
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2011
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February
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- Chart updates on major markets : EMG, Gold, Muni &...
- Normalcy bias and the new Weimar? Macro blog
- Probably non-event but remember Irish Election on ...
- Bernanke is beginning to scare me...
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- Internet inflation - again everyone is making assu...
- WSJ onto Danish bank failure from last week - the ...
- Crude at support
- Weber a game changer?
- $TYX - SharpCharts Workbench - StockCharts.com
- GLD - make or break week?
- Loan demand = velocity of money?
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February
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