Tuesday, August 29, 2006

Back from Vacation, with few ideas to begin with

Back yesterday from a very relaxing two weeks off. After reviewing the markets I see that although we mat have had some volitility it seems the levels themselves are little changed. It seems that the overall market perspective is that the U.S. economy is slowing and inflation is in check. Bernanke seems to be gaining support from the financial markets and this is always a good sign. For now I think I will be looking for the dollar to (continue)trade under pressure and interest rates to trend lower. No firm trade suggestions yet. I will update later as I get a better feel.



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