Showing posts with label John Taylor. Show all posts
Showing posts with label John Taylor. Show all posts
Thursday, December 6, 2012
Friday, November 16, 2012
Wednesday, October 10, 2012
Tuesday, October 2, 2012
John Taylor (FXConcepts): I Will Probably Always Be A Euro Bear
Taylor believes that the Euro is up because the dollar is down thanks to Draghi and Bernanke. His leverage is at historic lows in a very difficult environment to make money. FXConcepts bought Track.com because research is always of value and its data is macro-oriented. They plan to trade gold and equity indices.
Wednesday, September 5, 2012
Saturday, June 23, 2012
Thursday, May 24, 2012
Tuesday, May 8, 2012
John Taylor: Greece Likely to Exit Euro This Summer
John Taylor of FX Concepts expects Greece to exit the euro zone by the summer. He also plans to buy Greek drachmas and take a vacation there.
Tuesday, March 20, 2012
Sunday, February 12, 2012
John Taylor: US debt will 'explode'
Taylor is a professor at Stanford and the man behind the famous 'Taylor Rule.'
“We could get into a situation like Greece, quite frankly. People have to realize it is a precarious situation. The debt is going to explode if we don’t make some changes"
“We could get into a situation like Greece, quite frankly. People have to realize it is a precarious situation. The debt is going to explode if we don’t make some changes"
Friday, January 20, 2012
John Taylor: We have forgotten the five principles
John Taylor, a professor at Stanford, is the creator of the famous Taylor rule that provides a rough rule of thumb on where a central bank should set interest rates based on economic growth and inflation.
"The five things: rule of law, predictable economic policy, reliance on markets and -- balance of supply and demand, free market. and limiting the role of government"
"The five things: rule of law, predictable economic policy, reliance on markets and -- balance of supply and demand, free market. and limiting the role of government"
Wednesday, January 4, 2012
John Taylor (FX Concepts) is not bullish on 2012
Long-term the U.S. has many innate strengths over Europe, but Taylor (who heads the world's largest currency hedge fund) is bearish on 2012:
The year should see a global recession, led by the Europeans, but the US, the Australians, the Japanese, and the Chinese (probably in that order) will all do their part to make this a year we will all want to forget.
On Europe:
For the Europeans, there is a very good chance that the next 12 to 18months will be the worst financial experience since the Depression and the worst experience of anytype since World War II.
He likes the Dollar over the Euro:
Two years ago in one weekly we suggested that Germany leave the euro and in another we suggested that Greece get out as quickly as possible. Now it is too late and the die has been cast. We like the dollar.
The year should see a global recession, led by the Europeans, but the US, the Australians, the Japanese, and the Chinese (probably in that order) will all do their part to make this a year we will all want to forget.
On Europe:
For the Europeans, there is a very good chance that the next 12 to 18months will be the worst financial experience since the Depression and the worst experience of anytype since World War II.
He likes the Dollar over the Euro:
Two years ago in one weekly we suggested that Germany leave the euro and in another we suggested that Greece get out as quickly as possible. Now it is too late and the die has been cast. We like the dollar.
Friday, December 16, 2011
John Taylor of FX Concepts on Bloomberg (December 15, 2011)
John Taylor runs FX Concepts, the largest currency hedge fund in the world.He's been consistently bearish on the Euro and thinks that it will decline to parity vs. the $. It should be noted that short Euro is probably THE most crowded trade out there currently.
Thursday, December 1, 2011
John Taylor (FXConcepts) interview on Bloomberg
Taylor talks about the outlook for the euro and the European sovereign debt crisis.
Thursday, June 23, 2011
John Taylor (FX Concepts) on CNBC (6/20/11)
John Taylor (FX Concepts) on CNBC discussing the Greek bailout, surrounded by a bunch of idiot talking heads:
- No hope for Greece - will never be able to pay back the debt
- Best solution is to get them out of the EU quickly
- Will Germans allows a "gift" to be made to the Greeks
- Will Greek politicians be able to withstand the pressure? Terrible history of coups, defaults...
- Surprised Euro is so high - his forecast is parity with the USD
- No hope for Greece - will never be able to pay back the debt
- Best solution is to get them out of the EU quickly
- Will Germans allows a "gift" to be made to the Greeks
- Will Greek politicians be able to withstand the pressure? Terrible history of coups, defaults...
- Surprised Euro is so high - his forecast is parity with the USD
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)
- 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.
- 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.
Tuesday, June 14, 2011
John Taylor (FX Concepts) on Bloomberg
John Taylor expects the risk off trade to dominate and for global markets to head lower for the remainder of the year:
Friday, April 15, 2011
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