Thursday, August 13, 2015

Comfortably Dumb: "We Don't Feel Your Pain"

...Or anything else, for that matter...

Emerging Market Currencies versus $USD



EM bonds (local currency):



EM Stocks (weekly)


EM growth stocks


Comfortably dumb visualized
U.S. Deflation with 1 year interest rates
WTF???



OECD Carry Trades w/U.S. interest rates
Long Aussie, Kiwi, Norway. Short Euro, Swiss, Swede




Yet.