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Category: dollar

Dollar Collapse And The $187 Reese’s Cup

March 9, 2021March 10, 2021

With the House poised to pass Democrats’ $1.9 trillion virus relief bill and Joe Biden

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12 Comments on Dollar Collapse And The $187 Reese’s Cup

Return Of The King

March 8, 2021March 9, 2021

There was trouble in paradise as the new week dawned. A promising start in Asia

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2 Comments on Return Of The King

If Stocks Could Talk

February 17, 2021February 17, 2021

Markets felt cautious Wednesday. If equities were things that could talk, they’d be asking each

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5 Comments on If Stocks Could Talk

Return Of The Queen

January 19, 2021January 19, 2021

Risk sentiment was generally buoyant Tuesday, as market participants watched Janet Yellen make the case

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2 Comments on Return Of The Queen

As Yellen Takes Treasury Reins, Dollar Bears Emboldened

January 18, 2021January 21, 2021

Janet Yellen isn’t going to pursue a weak dollar policy. Or at least that’s what

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1 Comment on As Yellen Takes Treasury Reins, Dollar Bears Emboldened

‘Early Warning Signs’ For The End Of Speculative Excess

January 9, 2021January 11, 2021

Everything’s a bubble. That’s a refrain you’ve probably heard quite a bit lately. Admittedly, it’s

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2 Comments on ‘Early Warning Signs’ For The End Of Speculative Excess

Can A Failed State Issue A Reserve Currency? (And Other ‘Insurrection’ Musings)

January 7, 2021February 8, 2021

A modicum of stability was restored Thursday following the melee on Capitol Hill, where legions

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13 Comments on Can A Failed State Issue A Reserve Currency? (And Other ‘Insurrection’ Musings)

Familiar Feeling

January 5, 2021January 8, 2021

It was a familiar feeling for market participants: Nothing mattered until a contentious election was

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Georgia Overload

January 5, 2021January 8, 2021

There was no shortage of analysis centered around the Georgia runoffs on Monday and Tuesday.

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5 Comments on Georgia Overload

Markets Pleased With Prospect Of More Dollar Weakness To Start 2021

January 4, 2021January 8, 2021

Propelled by a weaker dollar, risk assets looked to kick off the new year on

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Everybody’s A Dollar Bear For 2021

December 29, 2020December 29, 2020

The dollar looked poised to close out the year with a second consecutive monthly decline,

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3 Comments on Everybody’s A Dollar Bear For 2021

‘Pain Point’: Nomura’s McElligott On Dollar Squeeze, Gamma Drop-Off

December 21, 2020December 21, 2020

The dollar jumped the most since March on Monday before eventually trimming gains. The initial

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Give Thanks

November 25, 2020November 29, 2020

A lackluster pre-Thanksgiving session stateside found the dollar falling to the lowest since April of

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10 Comments on Give Thanks

King Dollar Relinquishes Global Payments Crown. But Save Your ‘Demise’ Narratives

November 19, 2020November 19, 2020

Those who love a good “dethroning King Dollar” story will be excited to know that

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8 Comments on King Dollar Relinquishes Global Payments Crown. But Save Your ‘Demise’ Narratives

Goldman On The Dollar: Depreciation To Extend Into 2021 – And ‘Possibly Well Beyond’

November 16, 2020November 16, 2020

The broad, trade-weighted dollar will decline 6% over the next 12 months, Goldman says, in

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4 Comments on Goldman On The Dollar: Depreciation To Extend Into 2021 – And ‘Possibly Well Beyond’

No Surrender

November 5, 2020

US equities stormed higher for a fourth day Thursday, bringing gains on the week to

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6 Comments on No Surrender

Sell The Stocks. But Don’t Take The Bonds. Or The Cannoli

October 28, 2020

Blame the virus, blame lockdowns in Europe, blame positioning, or blame your favorite election narrative.

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9 Comments on Sell The Stocks. But Don’t Take The Bonds. Or The Cannoli

Nothing Is A Panacea

October 20, 2020October 20, 2020

Tuesday was the ostensible “deadline” for The White House to meet Nancy Pelosi’s demands if

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1 Comment on Nothing Is A Panacea

The Bankers Are Fine

October 15, 2020

US equities managed to recover from fairly steep early losses to close mixed Thursday, as

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Goldman: Dollar May Head To 2018 Lows In Democratic Sweep

October 12, 2020October 12, 2020

On the off chance you were confused as to what factors will influence FX over

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4 Comments on Goldman: Dollar May Head To 2018 Lows In Democratic Sweep

Divining The Odds

October 9, 2020October 9, 2020

The dollar slipped and stimulus talks remained in focus Friday as US investors hoped to

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3 Comments on Divining The Odds

Stable

October 5, 2020October 5, 2020

Equities came into the new week looking for gains after a Weekend at Bernie’s-style effort

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2 Comments on Stable

Return Of The King

September 25, 2020September 25, 2020

The dollar is back. Or at least it was for a week. A steadily declining

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4 Comments on Return Of The King

Tales Told By Idiots

September 24, 2020September 24, 2020

“Lockdown lite” is the strategy in Europe for containing a second coronavirus wave. While stopping

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Everything We Can Think Of

September 23, 2020September 24, 2020

“I think this will end up in the Supreme Court and I think it’s very

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King Dollar Faces Worst Policy Mix In Decades ‘Whoever Wins’ Election, One Bank Says

September 23, 2020September 23, 2020

“It’s all about horseraces now”, Deutsche Bank’s George Saravelos declares, kicking off a lengthy FX

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3 Comments on King Dollar Faces Worst Policy Mix In Decades ‘Whoever Wins’ Election, One Bank Says

Into Reverse

September 23, 2020September 23, 2020

It’s not entirely clear “why”, but equities were reasonably well supported Wednesday, as Wall Street

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

Most Read

  • Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
    Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
  • Great American Deposit Debate Spotlights Legislative Gridlock
    Great American Deposit Debate Spotlights Legislative Gridlock
  • Let's Argue About Student Debt Some More
    Let's Argue About Student Debt Some More
  • Recession 'Here In A Few Months'
    Recession 'Here In A Few Months'
  • Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
    Interview That Collapsed Credit Suisse Costs Saudi Financier His Job

Recent Comments

  • derek on Layoffs Won’t Solve This Inflation Problem
  • John Banjo on Recession ‘Here In A Few Months’
  • T-Dog on Layoffs Won’t Solve This Inflation Problem
  • ChgoDave on Unbothered By Bank Runs?
  • Wave Dash on America’s Housing Bubble Flies South For The Spring

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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