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US Dollar rallies as government takes control of Fannie Mae & Freddie Mac

Disclaimer: THIS MATERIAL IS NOT INVESTMENT RESEARCH AS DEFINED BY THE FINANCIAL SERVICES AUTHORITY

The US Dollar strengthened to a 26 month high against Sterling and traded close to an 11 month high against the Euro. It seems that the US Dollar has been moving with confidence as the government has taken control of the mortgage giants. The mortgage providers used accounting “loop holes” to build a “house of cards” as the housing market plummeted. It seems that there simply was not enough capital.

Regardless of the uncertainty behind two of the largest mortgage finance companies, it seems that traders are confident the issues are under control and safely in government hands. The dollar is not showing any signs of weakness, the greenback now looks to be the currency of choice for the investor.

Prior to August the dollar was severely over sold against the Euro and the pound, the come back since has been aggressive and ruthless. Very rarely do markets move with such conviction. The explosive move will not continue as it has been, shortly we should see a retracement as market participants take profits on long dollar positions. After which it is likely in the medium term that the US Dollar uptrend will continue.

Tuesday 09 September 2008, 11:22am

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