MarketWatch is heavy on the 2014 predictions today.
David Marsh has 8 predictions for the new year, including yen weakness.
Japanese Prime Minister Shinzo Abe will see his dreams fulfilled of an end to deflation. But the sought-after growth fillip and move back to 2% inflation will be accompanied by an accelerating decline in the yen that may make the Japanese authorities alarmed about the risks of overshooting.
Separately, Ivan Martchev says 2014 will be the year of the dollar. Inexplicably, he says that US dollar bears outnumber bulls at least 9-1 and claims that his dollar bullishness is a wildly non-consensus call. Not so, my friend, not at all, just the opposite.
In general, these lists are a good way to figure out what everyone is thinking so you can find a way to bet against it.
