John Lewis

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John Lewis

John Lewis has traded successfully across the whole range of markets specialising at different times in commodity futures, sterling and FX. Since 1998 John has worked in the hedge fund business, writing a weekly commentary and managing a diverse global macro portfolio. You can visit his website at www.sevendaysahead.com.


Dollar: Currency Hurting From Weak Growth And High Inflation - by John Lewis After a recent attempt to break through the previous all-time high against the euro at 1.3668, the dollar has yet again staged something of a recovery. However, this is likely to be a brief event. The main casualty is the current combination of weak growth and higher than desired inflation, hurts the currency because of the policy inertia which increasingly raises the spectre of stagflation a phenomenon of zero growth with high or relatively high inflation. Contrast the US economy to either the UK or Eurozone economies and the picture is quite different. Comments (0) \| 24 May 2007 \| Read the full article >>
Oil's Outlook in 2007 - by John Lewis I believe the impact of the US intending to increase its oil reserve will not be long lasting. As yet no time frame has been given for achieving such an increase and in any event new storage facilities would likely need building, and conscious of the sensitivity among voters of dearer oil, the US Administration would likely proceed cautiously with its reserve purchases, so as not to be obviously active and distort the market..... Comments (0) \| 12 Mar 2007 \| Read the full article >>

Dollar: Currency Hurting From Weak Growth And High Inflation - by John Lewis

After a recent attempt to break through the previous all-time high against the euro at 1.3668, the dollar has yet again staged something of a recovery. However, this is likely to be a brief event. The main casualty is the current combination of weak growth and higher than desired inflation, hurts the currency because of the policy inertia which increasingly raises the spectre of stagflation a phenomenon of zero growth with high or relatively high inflation. Contrast the US economy to either the UK or Eurozone economies and the picture is quite different.

Comments (0) | 24 May 2007 | Read the full article >>

Oil's Outlook in 2007 - by John Lewis

I believe the impact of the US intending to increase its oil reserve will not be long lasting. As yet no time frame has been given for achieving such an increase and in any event new storage facilities would likely need building, and conscious of the sensitivity among voters of dearer oil, the US Administration would likely proceed cautiously with its reserve purchases, so as not to be obviously active and distort the market.....

Comments (0) | 12 Mar 2007 | Read the full article >>

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