This is probably a decent time to start asking yourself if the narrative still makes
Category: dollar
“Our Animal Spirits Have Been Shot By Poachers”
“It’s not so much whether the Fed minutes were a damp squib, the media round by the Treasury Secretary was underwhelming or we were once again reminded of European political risk”…
Can You Hear Me Now?
So one of the things I’ve been harping on since the release of the Fed
Trader To Trump: “You’ve Got One More Chance To Deliver”
“Trump needs to deliver next Tuesday or markets will throw a tantrum.”
Dollar Pulled Between Minutes And Mnuchin, Crude Hopes For Bullish EIA Print
Ok so it’s Thursday morning and everyone has generally come around to what I said
No, Those Fed Minutes Were Not Hawkish
Following the release of the latest Fed Minutes, I was exceedingly amused to watch as seemingly every commentator one cared to (virtually) consult tried to put a hawkish spin on things. That is of course consistent with what Bloomberg’s Richard Breslow described overnight as a “hawkish retelling” of an otherwise dovish statement.
Confusion In The Air After Fed Minutes
FOMC TO START BALANCE SHEET DEBATE AT UPCOMING MEETINGS
MOST FED OFFICIALS JUDGED GRADUAL RATE HIKE PACE APPROPRIATE
FOMC SEES DOWNSIDE RISK FROM STRONG DOLLAR
“Le” Screwed: Markets Nervous Ahead Of Fed Minutes As Bookies Put Le Pen’s Chances Even With Rivals
“Good morning.” And also: “I told you so.” This whole idea that because Marine Le
One Trader Doesn’t Get Why You’re So Damn “Punchy” This Morning
” The rest must have done some people good, because the feel of the market is a bit punchy as we start out of the gate. I’ve no strong explanation why”…
Dollar On A Harker High, European Economy Hums Despite Political Turmoil, Kuroda Continues To Confuse
Well, that escalated quickly. It wasn’t hard to predict what would set the tone overnight.
Markets To Trump: “Show Me The Damn Money, Already”
Is the White House serious about tax reform and fiscal stimulus, or was that all bullsh*t designed purely to get the President elected so Steve Bannon could implement his social agenda and promote nationalism?
“Run-For-Your-Life Affair” Continues In France, Fed’s Mester Hints At Hikes, US Vacations
“This weekend was an all-out, run-for-your-life affair.” That’s from Yves-Marie Cann, head of political studies at
Here’s What’s Coming Up For Markets
“Don’t be fooled by the the holiday-shortened trading week in the US. Next week promises to give investors plenty to watch, including the Greek bailout, minutes of the Federal Reserve’s last meeting, Bank of England governor Mark Carney’s testimony, retail earnings and Warren Buffett’s annual letter.”
Did The Market Misread The Most Important Event Of The Week?
So we got a hawkish Yellen on Capitol Hill. Or did we?
The Week That Was: “The Hardest Thing To Do Is Justify Hedging”
Well, it’s been one hell of a week. We started on a sugar high thanks
“Buridan’s Ass, Meet Scylla And Charybdis”
As I noted earlier on Friday, this week provided nothing in the way of clarity
A French Kiss Leaves Global Risk Queasy On Friday
If you were looking for clarity with regard to President Donald Trump’s policies or for any kind
Yuuuge Inflation Print Sends Dollar, March Odds, Yields Soaring
Going into the week it was all about two things: Yellen on Capitol Hill and
“Bigly”: Reflation Is Back As Dollar Rises, Global Stocks Rally, Oil Eyes EIA Data
Apparently, reports of the reflation meme’s demise were greatly exaggerated. It wasn’t too long ago
That Was “Easily The Most Hawkish” Yellen We’ve Ever Seen
“Yellen’s remarks in Senate testimony were the trigger point for a market that may have been short dollars, a trader in London said, while Amherst Pierpont’s Stephen Stanley described them as ‘easily the most hawkish message’ that she has delivered as Fed chair.”
Algos Go Nuts As Word “Hike” Makes Appearance On Capitol Hill
The machines were ready…
Yellen Yellin’ On Capitol Hill, Dollar Slumps, Toshiba Turmoils, China PPI, German GDP: Enough Said
Ok, so there was actually quite a bit going on overnight, but needless to say,
Stagflation Cometh?
From the very beginning – that is, from the time Trump was elected – there’s
Chart Check Double Feature (Reflation Nation)
Time and again I’ve emphasized the importance of watching cross-asset correlations and positioning data as
This Is How Much A Stronger Dollar Hurts Multinationals
If you have multinational US corporate behemoths in your portfolio, you’re probably acutely aware of
Record Treasury Short Trimmed For Fourth Straight Week, Trump Weighs On Dollar Longs
As you’re probably aware – and if you’re not, you should make yourself aware –
Let’s “Get Out Of Dodge” On A Good Note Before The Weekend
It’s a mad, mad world, but trade in it we must. There’s lots to be
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