March is a month or recovery with oil prices trending towards the $40+ after its low of $25 and China's Shanghai Composite index rallying back to 3000 points. All seems to be well and the global markets seem to be readying for a good rally after a 10 months long 20% correction.
However, everything is as rosy as what many of the governments proclaimed or there are more than meets the eye?
One of the key things I look out for while assessing the investment climate is to identify abnormalities in the Global Macro arena and one recent abnormality took me a couple of days to research and analysis before I came to a calculated conclusion.
The abnormality is the divergence of YEN and USD.
In the world of investing, YEN and USD are considered as safe haven currencies, meaning that global investors will tend to move their funds to purchase Japanese Bonds or the ......