“The hardest challenge of the day may well be not clock- watching. But while you may have been stopped out more than once this week at least you won’t have tenuous positions when they release big numbers tomorrow with the market shut.”
Category: dollar
Tape Bomb! Trump Prefers “Low Interest Rates,” Says “Dollar Too Strong”
TRUMP TELLS WSJ UNDECIDED ON RE-NOMINATING YELLEN: CNBC
Dollar Jumps As Tillerson Emerges Alive After Putin Meeting
The dollar (and yields) are spiking as Rex Tillerson and Sergei Lavrov attempt to explain
Trader: Shut That Lyin’ Mouth And “Get ‘Em While They’re Hot”
“Too many commentators have fallen into the “everything is binary†trap and decided that if you assume each event will end badly, there’s material to turn out a good rant”
While You Were Watching That Screaming Guy On The Plane (Again), I Was Buying Yen
Well, it kinda feels like everyone just said fuck it and bought the yen overnight
We’re At “An Inflection Point” – Here’s How NOT To Play It
Over the weekend, we talked a bit about the “seismic battle taking place between the
#Thiswasabadidea: Amid All Kinds Of War, Janet Yellen Takes To Twitter To Calm Nervous Markets
Oh what a difference three days and one Dudley makes. See, you (and a whole
“And The Rippers Mumbled ‘Thank Your Lord'” – Home “In” The Range With An FX Trader
“Don’t you just love it when these great communicators say “some people misconstrued what I said last week?â€
“We’ve Come Too Far, There’s Too Much To Lose!” Composure Key As World War III Beckons
If ever there were a time when the phrase “that escalated quickly” was appropriate, this
“Get A Grip” One Trader Doesn’t Want You To Freak Out On Friday
“So it is possible. How often do you get Nancy Pelosi, Chuck Schumer, Paul Ryan and John McCain agreeing on something?”
“Hold My Beer While I Meet Xi.” And Everything Else You Need To Know On Thursday
It’s Thursday, which means today’s Donald Trump gets to look the Donald Trump who refused to
“This Was Inevitable At Some Point”: Is There A Storm Coming For Emerging Markets?
“This was inevitable at some point. Removing market- supportive measures is a good indication that the recovery in the U.S. is on track.” Whatever you say…
Spot The Moment Mario Draghi Opened His Mouth
Thursday morning chart challenge…
Goldman Likes Its Fed Minutes “Mildly Hawkish,” Probability Of June Hike Still 60%
“Overall, the mildly hawkish minutes increase our confidence that balance sheet normalization will be announced this year and are also marginally supportive of a June hike.”
Watch Those Minutes. ADP Ahoy! Le Pen Loses Her Sh*t. And More On A Fun Wednesday
“Let’s not forget where we’re coming from,†he shouted, struggling to be heard over his rival. “You have been repeating the same lies for 40 years — those your father used to tell.â€
Currency Craziness, Car Carnage, Le Pen Jitters: Welcome To Tuesday, Dammit
Hitting the ground running on Tuesday it was an interesting overnight session. For one thing,
Chart Check: Q1’s Outperformers & Underperformers
Q1 – in aesthetically pleasing hues of blue.
Boom! It’s Monday. Here’s What Happened While You Were Asleep
Well, it’s Monday. Welcome to Q2. Things were relatively subdued in the overnight session, as
Here’s Why You Should Have Stayed In Bed: Inflation Hooray, Bill Dudley Edition
On Friday morning we got some data you probably don’t care about. Or maybe you
It’s The End Of The Quarter, Do You Know Where Your Money Is?
“While the Bloomberg Dollar index edged up to the highest level in more than a week on Friday as supporting month-end flows outweighed profit-taking interest after yesterday’s rally, this is still on track to be the worst quarter in a year for the index. By contrast, gold is heading for its best quarter in a year.”
One Trader Would Really Appreciate It If You’d Stop Telling Him The Sky Is Falling
“First of all, other than having the dubious honor of calling the coming catastrophe, why this insistence on hoping to find it behind every sell order? There will be plenty to write about when it happens.”
Thursday: You Only Need One Chart
A little (possibly coordinated) help from i) a Fed that’s rolling out a cautiously hawkish message (again), ii) an ECB that’s suddenly walking back its hawkishness (i.e. leaning dovish – again), iii) some underwhelming inflation data out of Germany, iv) a subsequent widening of UST-Bund spreads, all conspiring to support the dollar, and just like that… f*cking presto… higher stocks as the reflation meme is viable again.
Reflation Frustration: Bloomberg Explains The Market’s Most Important Dynamic
We’ve talked so much in these pages about why cross-asset correlations matter that our (digital) pens are dry and our (virtual) voices are hoarse. On Thursday, Bloomberg proves they know this is “kind of a big deal.”
Volatility Collapses (Again) As Investors Cling To Goldilocks Outlook On Brexit Wednesday
It’s quiet out there. Well, except for that whole UK officially leaving the EU thing.
“Keep Your Composure!” Dollar Finds Its Footing, Markets Dodge Trump-Induced “Freak Out”
“We’ve come too far, there’s too much to lose!”
Chart Of The Day: “Mission Accomplished”
Who said Donald Trump can’t get anything done?…
“Do You See What Happens?!” One Bank Explains The “Implications” Of Failure Friday
“What are the asset pricing implications of what happened on Friday?”
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