As a reminder, this is the marquee data point in the U.S. this week and it will be yet another opportunity for the market to assess the new, U.S.-centric growth narrative.
Category: dollar
Different Day, Same Stories, Only Different.
But still, read it.
Canary Tipping And Dynamite Fishing
“There are many ‘canaries’ that are starting to ‘fall over’ – hence we are deeply concerned about current market conditions. “
Counting Dollars: Full Week Ahead Preview
Here’s what’s in play.
Nuclear Football.
And that’s the week.
‘It All Makes Sense When You Look At It Right’: The Dollar, Yields, Oil And The EM Bloodbath
“…you gotta like, stand back from it, you know”.
10Y Yields Are Back Above 3% And Oil Is Surging – What Happens Next?
10Y yields rose above 3% again overnight, so I guess Jamie Dimon is getting closer to being “right” all the time.
Hold My Beer While I Poke This Hornet’s Nest.
Well, he did it.
Problems Are Emerging.
Who said EM meltdown?
And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview
So yeah, cue the mascot minefield meme.
One Trader Ponders The Outlook For Gold
“…what is driving gold more at this point of the cycle? Is it the US dollar, or real yields? Has gold disappointedly not risen as high as the bulls would like given the US dollar weakness? Or has gold not declined nearly as much as the bears would have expected given the run-up in real yields?”
In The Meantime.
And that’s the week.
Riders On The Storm(y).
Turn on your wipers.
‘Encouraging Things’.
Things no one knows about.
Spaced Out.
Phone home.
Take Note: ‘This Will Have Profound Implications For Everything The USD Touches’
Are you short the dollar (implicitly or explicitly)?
Bombs Away.
War? Let’s hope so! Happy Monday!
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Here’s What To Watch For In The Suddenly Resurgent Dollar
Remember: “Nearly every consensual macro trade has an implicit short-dollar view built-into it.”
Nasty Places.
We gotta get out of this place.
Keep. It. Together.
K.I.T.
No Tapestries For This Market.
“Dear me, the man is dense, is he not? This is a castle isn’t it? There are tapestries here?”
Cracks In The Carry Trade
“For the first time since the start of 2016 (when the risk-on phase started), dollar liquidity has rolled over.”
‘Dragon Energy’.
That’s one “very cool” holding pattern.
Pins And Needles.
Mood.
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