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mercoledì 8 aprile 2015

Gross: Il rally del dollaro non durerà

Di avviso contrario a SocGen è Bill Gross che pare abbia shortato il dollaro con successo nelle ultime settimane:
After a shaky first five months, Bill Gross is regaining his footing at Janus Capital Group Inc., helped by a contrarian bet that the dollar’s rally won’t continue.

(...) Gross said in an interview that he’s been betting for several months that the dollar would stop rising and the gap between U.S. and European interest rates would narrow, a trade that hurt performance until markets turned a few weeks ago.

His call contrasts with remarks by money managers such as Jeffrey Gundlach, who warned investors not to bet against the dollar.

Laurence D. Fink, who runs BlackRock Inc., the world’s largest money manager, said April 6 that the dollar’s strength risks undermining business confidence in the U.S. (...)
Gundlach dice invece di "non scommetere contro il dollaro" e Fink che la forza del dollaro sta minando la fiducia nel business USA.

tutto su Bloomberg

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