“This has apparently come as a bit of a surprise to a market that had greeted this morning’s CPI report as potentially a ‘game changer.â€
Category: dollar
Gold Surges After Dismal Data; Do You Like Your Rate Hikes Dovish?
They better figure out how to make this hike extra dovish.
Before The Fed: China?! “An Illegal Siege” On Qatar! Crude Carnage. Oh, My.
Yeah, so this afternoon the Fed will almost surely hike and folks will be looking
“I’m The One Who Got Us Into This Mess,” A Brent Death Cross, And “The Day Before Tomorrow”
Today is all about tomorrow…
One Trader Thinks You’re Silly, Says You’re “A Wannabe Method Actor”
“Trading these markets is turning us all into wannabe method actors. We’re all desperately hoping someone will tell us what is our motivation.”
What A “Buzz Kill”: Tech Selloff Goes Global
“There’s a chance U.S. internet technology stocks that have propelled a global stock rally will now serve as a buzz kill.”
Full Week Ahead Preview: Fed In Focus
Hopefully, the weekend gave you a chance to catch your breath after “Super Thursday.”
China? China! Kuroda Contemplates His Exit, And Other Overnight Shenanigans
It’s “Super Thursday” and although the real fireworks (if there are any) aren’t set to
SocGen’s Big Call: It’s Time To “Make Reflation Great Again!”
“Our reading of the US situation is that, while persistently worrying at the political and diplomatic levels, it is close to Goldilocks at the economic level. The sub-2.5% GDP growth allows the Fed to tighten “only†moderately, and this is a clear burden to the US dollar and a trigger for risk-taking elsewhere.”
Terrorist “Troublemakers” Storm Overnight Session, Murder 12 In Iran Ahead Of “Super Thursday”
Well, it was a quiet overnight session right up until around 2 a.m. EST when
Safety Sought: Yen Rallies As Markets Nervously Eye Potentially Dangerous Thursday
So on Sunday, in our week ahead preview, we noted that Thursday would bring a
Nikkei Tops 20,000 On Batshit Crazy BoJ Balance Sheet; Global Stocks Rise Ahead Of Jobs
Well, the Nikkei crossed 20,000 for the first time since 2015 overnight. And really, why
Why One Strategist Thinks “The Dollar Is About To Flex Its Muscles”
“Dollar bulls have had a rough go of it lately. After peaking in early January the greenback’s been on a one way train lower, one of many popular “Trump trades†gone awry. While there may have been a solid rationale for the dollar’s decline, I’d be wary of chasing it here. Conditions are brewing for a revival of the dollar’s fortunes.”
China’s “No Bears Allowed” FX Policy Still In Spotlight Overnight
Ok, so the overnight fireworks were largely confined to early Asian trading. As noted last
China Just Murdered The Yuan Bears
The PBoC has spoken and markets, at least for the time being, have listened. Coming
“The Honeymoon Period Is Over” – Bullard Ain’t Buyin’ Trump And Other Overnight News
“Washington does have to deliver at some point and I think that is a concern going forward, whether the honeymoon period would end at some point and maybe the reality of American politics would settle in.”
Everything You Need To Know For The Week Ahead
Well, it’s Sunday which means normally, you’d be thinking about Monday, but this weekend you
Trader: We Are Living In A World Of “Consciously Derived Bubbles”
“Where did the feel-good vibe of equities making new highs every day and we’re all getting rich go?”
Your “Unreal, Irrational, Herd Actions” Were Pissing China Off – But They “Fixed” It
Well, this was pretty easy to see coming. When Moody’s downgraded China for the first time
Trader: This Market Needs A Healthy Dose Of “Blunt-Force Trauma”
“The errors weren’t policy mistakes from the Fed or BOE, but from investment banks-turned-hedge funds that refused to listen to what they were being told and fought the tightening cycle every step of the way.”
“Unexplained, High-Volume Drops,” Yuan Shenanigans, And A Cartel Meeting
Well, things have been “choppy” overnight and especially around the flood of OPEC headlines that
Storm Clouds Gather As Trump Headline Risk, Terror Attack Battle Econ Data For Market’s Heart
Well, this market’s mettle is being tested. Again. On Monday evening we got what might
Yen Jumps As WaPo Trump Story, Concert Explosion Trigger Risk-Off Move
We’re seeing a flight-to-safety bid amid suggestions that Donald Trump might have tried to rope two top
“Thy Orb And Thy Staff They Comfort Me”: “Risk Feels A Bit Better Today!”
Yea, though we walk through the valley of the shadow of death, we will fear no geopolitical tail risk: for Donald Trump art with us; thy orb and thy staff they comfort me…
Chart Check: “Nothing To See Here”
Please disperse.
“Sharks In The Sea Of Tranquility” – Looking Ahead
So what did we learn last week? Well, we learned that despite what amounts to
“The Outlook Is Quite Dim” – Goldman Reiterates “Fuck It” Call On Dollar As Russians Take Over White House
“We recently revised down our forecasts for the trade-weighted US dollar, but the latest developments in Washington have introduced additional downside risks.”
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