I think Adam has nailed it on the proverbial button with his post but while bonds and stocks seem to have made their minds up the Forex market is still running around with it’s arse on fire.
The dollar is being sold but not convincingly in my view. The jury is still out. Are the numbers good for the economy? Is falling inflation going to throw up another spanner in the works just as jobs give the Fed the taper boost they need?
So, the question is do we get a Dectaper, yes or no?
Your thoughts welcome as always.
