Thursday, June 23, 2011

John Taylor (FX Concepts) on Bloomberg April 4, 2011

This is a Bloomberg interview with John Taylor (FX Concepts) from April 4, 2011
- Long-term case for a Euro crisis that will cause a "rebirth" (revolution style collapse)
- Eastern European and commodity currencies will do better than the Euro
- Bearish on German Equity market (stronger currency and higher interest rates)
- Short the USD, but not many short opportunities out there
- Big Question is what happens to the Yen. Earthquakes cause Yen to be repatriated, but the government is trying to fight it. Still an open question, but they are Short Yen but not a big conviction trade.

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