“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€
Category: dollar
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?”
It’s Falling Apart: Reflation Trade Shrivels Up And Dies As Markets Sour On Risk
Well, the dollar is under pressure on Monday, just as we said it would be
Mind The Cross-Atlantic “Gaps”: Your Week Ahead Preview
Earlier, we talked a bit about Donald Trump’s waning political capital and the extent to
“Trump’s Political Capital Is Getting Consumed”: One Simple Trade Idea For The Week Ahead
Think about the events that transpired over the last two weeks. Now think about them
One Bank Warns: The “Dark Side” Has Reappeared Just As “The Force” Looks Weak
“The dark side – protectionism – reappeared at the G20, just when the force – hope of a bold US fiscal plan – is looking weaker. This has hurt risk sentiment a bit, helping bonds find their feet. We see that as temporary profit taking on crowded trades, rather than a fullblown reversal.”
“Hope”: Health Bill Failure Isn’t Death Knell For Trump Trade, One Bank Says
We’ve said it before and we’ll say it again: one-way bets and crowded trades are
TGIF: Markets Nervous As Trump Dares Congress To Pass Health Care Bill No One Likes
Well, it’s Friday and this week has been just as interesting as last week. Today
“Confusion Reigns” In Markets. So Run The Damn Football
“It’s a grinder’s world. When headwinds are raging and confusion is reigning, three yards and a cloud of dust rather than the flea flicker may indeed have a better chance of racking up points.”
No Vote On Health Care Bill Is Another Blow To Trump Trade
“And like that, it’s gone”…
“Things Are Calm. Too Calm”
As we said earlier, “not a creature was stirring” over night. Or, put differently, “it’s
Trump Trade In Focus: All Eyes On Healthcare Bill As Yellen Lurks In Background
It’s do or die for the reflation narrative.
I’m No Chart Whiz, But About That Whole Reflation Thing…
Reflation frustration?
Stock Selloff Goes Global
Investors “needed a good reason to take profit, and here it is.”
“Death By A Thousand Cuts”
“The market didn’t collapse. It went down. In the scheme of life, this is nothing. On the other hand, death by a thousand cuts has to be acknowledged at some point. “
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