Well, it’s been one hell of a week. We started on a sugar high thanks
Category: dollar
“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
“The Dollar Trade Is Psychologically Broken,” One Trader Says
“This has helped the dollar trade like a haven currency again. The flip-side is that the greenback won’t necessarily rally in a positive risk environment”…
Daily Kickstart (China Grateful For Meandering Dollar, “Frexit” Fears Subside)
The overnight session was largely a snoozer on Thursday (no pun intended). The dollar looks
“Caution Now Warranted”: One Bank Rethinks The Long Dollar Trade
The “most crowded trade of 2017” has had a rough go of it this year,
These Days, Everyone Needs To Be A Macro Trader
There’s a lot to grapple with out there and unfortunately for those of you who
Daily Kickstart (French Kiss)
“Let’s make it a bad souvenir”…
Currency Markets In Turmoil: A Pocket Guide For The Week Ahead
As political risk continues to dominate the headlines (even as US equities steadfastly refuse to
The Massive Spec Treasury Short Is Still… Well… Pretty Massive
As you’re surely aware, keeping up with the CFTC positioning data is mandatory these days.
Good Jobs, Bad Jobs
It’s like they’re micromanaging this thing by the hour…
The Mystery Of Friday’s “Somehow Disappointing” Jobs Number
I mean look, I get it. And I’m sure you do too. Hourly earnings missed and it looks like the 0.1% m/m growth was the lowest since last August. If you’re so inclined you can read into that something about consumer spending and consumer spending is three fourths of the economy. And on, and on. It’s not rocket science. But…
On Payrolls Friday, One Trader Asks: “Are You Feeling Lucky?”
Here we are on payrolls Friday after a week in which a lot of sh*t
This Annotated Chart Shows You Your Markets On Trump
This is your dollar. This is your dollar on tweets.
Chart Check (Cheap Dollar?)
Goldman thinks so…
Daily Kickstart (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
FEER-mongering
Tuesday’s most read post, oddly, was this one: “Trump’s Idiot Trade Czar Tanks Dollar With
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