Fasten your seatbelts.
Category: dollar
Shrieking Puppets.
We have to win more.
The Situation Remains Fluid.
If you were looking for clarity on anything, today was most assuredly not your day.
CPI Misses, Dollar, Yields Fall
CPI rose 0.5% vs est. 0.6%
Ex. food, energy up 0.1% vs est. 0.2%
Close Your Eyes And Buy.
Don’t worry about the orange man.
September Fed Minutes: Highlights
Obviously, the September minutes will be parsed for clues as to what the committee was thinking in terms of staying the course for December despite lackluster inflation.Â
One Trader Calls It: This Is The Day When It All Changes
“I’m talking about good old fashioned two-way flow and nascent trends galore.”
Bears Crying Wolf And China As Machiavelli (Revisited)
“When asked their worst trades this year, they mostly cited buying volatility, credit protection, or equity puts.”
Calm Before The Storm.
Although you’d be forgiven for asking where the “calm” was.
Jobs Report Misses Badly, Earnings Beats ‘Bigly’
U.S. Sept. Nonfarm Payrolls Fell 33k
Avg. hourly earnings 0.5% m/m, est. 0.3%, prior 0.2%
Choose Your Own Jobs Adventure! ‘Yields Need To Get Their Mojo Back – Or Else’
“The dollar needs the rise in US yields to get its mojo back – or else.”
Nothin’ But A Dumb Bear.
“Smack! Smack!”
Ctrl-Alt-‘Up’.
Another day, another…
‘Your Guess Is As Good As Mine’: One Trader Tells You How Friday Is Going To Go
“Still, like it or not, traders will scream about, and trade on, misses or beats of statistically meaningless amounts to a number whose meaning will only be really known in hindsight.”
Here’s One Rally You Should Maybe Fade…
“There are many flaws in the bullish argument for the greenback”…
Rotate Me.
“The past few weeks have been marked by significant rotations.”
What Happens In Vegas.
A somber day. An ebullient market.
Trader: A Part Of Me Wants To ‘Sell Everything’
“On a purely emotional basis, I was torn between sell everything — hard to do in foreign exchange — and wondering anew whether news itself no longer has any meaning for investors.”
The Poison Pill: ‘Trump May Have To Resort To Shutting Down The Government’
“We struggle to understand the positive market reception to the unveiling of the detailed tax reform proposal last week. In our view, the plan, which is not even close to meeting the Byrd test, has little chance of becoming a reality.”
Hurricane Damage: Full Week Ahead Preview
Ok, well it’s Sunday which means, barring Trump wandering into a nuclear war in the next several hours, tomorrow will be Monday. This week they’ll be a lot of talk about…
Dollar, Yields Jump As WSJ Says Trump Met With Warsh On Fed Job
“President Donald Trump and Treasury Secretary Steven Mnuchin met with Kevin Warsh on Thursday to discuss his potential nomination as the next Federal Reserve chairman.”
False Start.
15 yards…
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