For what it’s worth…
Category: dollar
Pepe Silvia.
“There are many risks out there.”
In September, ‘A Tale Of Two Halves’ For The S&P?
So what about the September Momentum rally and the idea that hedge funds will keep “grabbing” for exposure?
As Dollar Strength Returns, FX Traders Should Listen To Their Tennis Coaches
“In FX too, the ‘winner’ is the currency that doesn’t lose.”
King Dollar Versus The Anti-Poles
Long live the king?
Contingencies: Full Week Ahead Preview
A full docket.
‘Winter Is Coming’ For The White House And One Bank Worries The Market ‘Can’t Handle’ Volatility
“Post-election, our biggest concern is whether a complacent market can handle a rise in volatility.”
One Bank Says U.S. Midterms Will Spark Emerging Market Rally And Then…
Expect a reprieve, but beware 2019.
Psychological Overhang: Full Week Ahead Preview
U.S. politics and trade are likely to dominate the headlines this week.
BIS: Trump’s Trade Policies Could Create ‘Perfect Storm’, Cause Global Financial Crisis
“Protectionism could set off a succession of negative consequences. If all the elements were to combine, we could face a perfect storm.”
Liquidity Drain And The ‘Still Playing Non-Stop Event Risk Cabaret’
The tide is going out.
Fed Minutes Show ‘Many’ Officials Think Another Hike Is ‘Appropriate’ – And ‘Soon’
“…it would likely soon be appropriate to take another step in removing policy accommodation.
As The S&P Hits All-Time Highs, Here’s What You Should Be Watching
Hint: it’s the dollar.
Do Not Underestimate Donald Trump When It Comes To The Fed
“You see what’s happening.”
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
This Is Not A Drill: Jerome Powell Needs To Be Careful In Jackson Hole
Fragile. Handle with care.
You Can’t Fix Stupid: U.S. Treasury Will ‘Pressure’ China To Strengthen The Yuan
Trying to process the kind of narcissistic delirium that’s behind this “strategy” is quite challenging.
Let’s Play Dollar Bingo With Larry Kudlow – Who Had ‘Cherished’?
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
‘Let’s Face It, Everybody Knew This Was Coming’: Albert Edwards Weighs In On Emerging Market Crisis
“But in the frantic QE-inspired hunt for yield, nobody cared.”
To Spillover Or Not To Spillover, That’s The Question
“Spillover”, “contagion”, “transmission”, etc. etc.
One Bank Warns: ‘Forget Turkey, Asia Is The Elephant In This Room’
“As the tide of excess liquidity recedes, EMs like South Africa will begin to pay the heavy price of this misallocation of credit.”
Emerging Market Crisis Beckons As Currencies Shudder Amid Lira Drop
Turkey’s woes are not any semblance of “contained”.
Turkish Delight: Full Week Ahead Preview
Pray for Turkey.
Core Inflation Rises At Fastest Pace Since 2008, Setting Fed On Collision Course With Trump
What could go wrong with this setup?
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