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.
Category: dollar
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
Dollar Doldrums Continue Into Monday Evening As Reflation Trade Unwind Rolls On
Well, Monday ended the same way Monday began. For the early risers who catch the
One Bank Sees “Further Clear-Out” For Dollar Longs
The dollar is the story of the day so far and the trade is basically all about what comes out of Trump’s mouth or the mouths of his inner circle. In other words, it looks like anything they say is going to be seen as verbal intervention in FX markets whether they intend it or not.
Daily Kickstart (Dollar Slumps After Bombastic Trump Speech)
If it was a weaker dollar Trump wanted he’s certainly gotten it in the days following his bombastic inauguration speech which was seen by the rest of the world (with the possible exception of Marine Le Pen) as a de facto declaration of war.
Chart Check (Theory Vs. Reality)
For the history buffs…
Trump: 3 Scenarios For Markets
Wondering how markets will perform under Trump? Of course you are. Since no one is sure
Daily Kickstart (The Day The Earth Stood Still)
The Ringling Bros. may have pulled up the stakes for good, but the circus is in town today in Washington, complete with all of the usual attractions including an orange elephant, who at 12 noon will “trump”et to an awestruck crowd.
It’s Time To Start Worrying About FX Vol
I think it’s probably time to start getting concerned about FX vol. This morning’s dovish
Daily Kickstart (ECB Preview; Why Did Tarzan And Suicide Squad Suck So Bad?)
It feels quiet out there on Thursday morning. On Wednesday, a fairly potent one-two punch
The Trend May Bend, “But Will It Break”?
“Trends go through life cycles. There’s more to them than just a big move that happens because some market theme becomes all the rage.”
Chart Check (The Most Important Chart In The World)
What happens to stocks now?…
“Nothing To Get Bullish About”: Is The Long Dollar Trade Dead?
“There’s nothing to get bullish about in la-la dollar-land”…
Treasurys Dump, Dollar Jumps After Econ Data
Boy, that escalated quickly…
Daily Kickstart (Dollar Doldrums)
Oh how the mighty (greenback) has fallen. The consensus trade of 2017 is having a rough
Sunday Chart Check (Who Wants To Be A Contrarian Edition)
Would you go against this grain?
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