Things no one knows about.
Category: dollar
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.
Terrible Tuesday.
That didn’t go so well.
Bad Things Come In 3s.
This was just the kind of day that makes you dread the rest of the week.
Are We Living In A Self-Regulating System?
I don’t know, fuck it.
All Eyez On 3
The selloff in the long end late last week and accompanying steepening has everyone squarely focused on that oh so scary round number again and yields ticked up a bit more overnight, ensuring that your coworkers will be forced to begrudgingly try and come up with some new factoid about 3% so they can impress their colleagues.Â
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Strategery.
Aaaand that’s the week, folks.
A Bit Of Confusion.
Well, that was interesting.
Breaking The Bank.
Beleaguered banks, commodities on the come up, golf, the usual…
Truly Fine Gentlemen.
In good hands.
‘Oh, My God’: Full Week Ahead Preview
Plenty to fret about (and laugh at).
Slime Balls, Animals And Lawyers, Oh My!
All you can do is laugh.
We’ll See What Happens.
Waiting game.
‘Keep The Change, You Filthy Animal’
“Get ready.”
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