Well, the dollar is under pressure on Monday, just as we said it would be
Category: dollar
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. “
“Another Plank” Supporting The Dollar Has Been Removed
With the broad dollar sinking… …and the euro hitting six week highs (well on its
It’s Quiet Out There: G-20 Leaves Markets Feeling “Damp And Grey”
It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter
4 Days Later: Previewing The Week Ahead
Well, it’s Sunday which, at last check, means tomorrow will be Monday and that means a
Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot
Well, it’s quiet out there as an exceptionally eventful week (finally) winds down. As we
A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense
Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…
Trader: “Much More To Come” For Treasury Rally, Dollar Slump
“Everything about this meeting that could surprise dovishly, managed to do so. U.S. yields and the dollar have much further to fall as a result.”
A Good News Type Of Day
Well damned if this wasn’t a good news type of day. We’d wager the only people
“That’ll Work”: CPI Beats Ahead Of Fed
U.S. Feb. CPI Rose 0.1%, Above Est.
Retail sales less autos rose 0.2% in Feb., est. 0.1%
Behind The Curve? “Pussy-Cat” Yellen Confronts “Largest Dovish Policy Deviation Since The 70s”
Some folks will be talking about the Fed today. In just a few hours we’ll
“What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert
Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we
The First Week Of The Rest Of Your Life
Welcome to the first week of the rest of your life. By now you all
“This Is Goldilocks Data”: Was The Jobs Number Just Right?
“This is Goldilocks data – just right for Fed to hike, but not enough to accelerate what is already priced in.”
Please Fasten Your Seat Belts, Jobs Report Ahead
So obviously it was a relatively quiet overnight session as the entire world focuses on
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