“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”…
Category: dollar
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
One Bank Warns: “Bad Trump Dominates The News”
But as far as markets are concerned, the new administration’s FX policy is just as crazy. In fact, that statement is itself crazy. That is, the fact that the new administration has a discernible “FX policy” is nuts. And this isn’t some “well it would be nice if…” kind of thing.
Yields, Dollar Jump On Giant ADP Beat
Expect a Trump tweet soon…
Daily Kickstart (Trump Trainwreck Overshadows BoJ, Eurozone Inflation, GDP)
Well, this is officially a f*cking trainwreck. As you’re probably aware by now, President Trump
Daily Kickstart (Nervous Markets Weigh Trump Muslim Ban Ahead Of Big Week)
One of the most important things to remember when trading markets (or when living life
“America First”: What Traders Will Be Watching Next Week
Ok, so it turns out that even if Congress is willing to suffer Donald Trump
One Bank’s “Doomsday, Nightmare Scenario”
One of the most critical market trends that gets virtually zero attention in the mainstream
“This Is A Big Deal”: One Trader Explains The Break In The Dollar/Bond Link
“If the dollar isn’t buying it, why should stocks and bonds?”
Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)
As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,
Daily Kickstart (“Bigly”)
Making stocks great again.
Daily Kickstart (Stocks Rise Across The Globe)
We start Wednesday with the dollar (where else, right?). Trump’s protectionist rhetoric and the lingering
Shocker: Democrats Ready To “Make America Great Again”
“If you had told us that on the third work day of Trump’s Presidency, we would see a $1 Trillion dollar infrastructure proposal (over ten years) take shape in Washington, we would have told you that “we have a bridge to sell you as well”…
Chart Check (A Break In The Narrative?)
It’s probably nothing…
Daily Kickstart (Dollar In Focus As UK Court Rules; Lira Plunges)
On Monday evening I said I’d likely find myself talking about the dollar again first thing
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