Hint: it’s the dollar.
Category: 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?
Dog Days: Full Week Ahead Preview
Trade, Japan, Turkey, rubles and so much more.
Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns
“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”
Dollar Delirium: A Quick Trip Through The Insanity Loop
It’s maddening. It really, really is.
Fed Pleased With ‘Strong’ U.S. Economy, Repeats Call For ‘Gradual Rate Increases’
But what does Fed Chair Donald Trump think?
Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’
“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”
Blockbuster: Full Week Ahead Preview
What summer lull?
‘I Wonder If This Will Come Up?’ Europe Better Hope Trump Hasn’t Been ‘Studying’ Any IMF ‘Documents’ Lately
“I wonder if that will come up in the trade conversations today?”
‘We’re Going To Need More Tweets’: Dollar Steadies After Late Week Plunge, China Unleashes Largest MLF Op Ever
Someone get Jerome Powell on the phone. China’s covert easing is becoming more overt.
‘They Offset The Tariffs Before They Even Happened’: How To Lose A Trade War Before It Even Starts
Expect more dollar tweets.
‘Dangerous’, ‘Excessive’, ‘Aggressive’: Donald Trump Starts Global Currency War
Throw out the script.
Silence Is Golden.
Don’t expect it to last.
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