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Category: dollar

Libor Collapses Most Since 2008

February 28, 2020February 28, 2020

“And yet, hanging over it all is the only question that really matters”…

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‘This Is The Big One, Elizabeth!’

February 20, 2020February 21, 2020

…too many market participants shrieked, all at once, into the digital void. 

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4 Comments on ‘This Is The Big One, Elizabeth!’

Yen-Sanity. Dollar Delirium.

February 20, 2020February 20, 2020

It’s dizzying, to say the least.

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2 Comments on Yen-Sanity. Dollar Delirium.

‘Mania Has Taken Hold’, And Other Observations As The Tape Goes ‘Macro’

February 19, 2020February 19, 2020

“It’s a macro tape, you’re just living in it”.

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6 Comments on ‘Mania Has Taken Hold’, And Other Observations As The Tape Goes ‘Macro’

Bonds, Greeks And Stubborn Greenbacks

February 17, 2020February 17, 2020

This is a good time to roll out the most nauseatingly clichéd quip in the history of market jokes…

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3 Comments on Bonds, Greeks And Stubborn Greenbacks

The World’s An Unfriendly Place When King Dollar Refuses To Roll Over

February 15, 2020February 16, 2020

“King dollar” can be a real pain sometimes.

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3 Comments on The World’s An Unfriendly Place When King Dollar Refuses To Roll Over

Deutsche’s Kocic Explains How It Could All Dead End

February 12, 2020February 12, 2020

Any questions?

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14 Comments on Deutsche’s Kocic Explains How It Could All Dead End

Revisiting The Ultimate In Ironic, Tragicomedic Fed Outcomes For 2020

February 9, 2020

It’s almost fatalistic.

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3 Comments on Revisiting The Ultimate In Ironic, Tragicomedic Fed Outcomes For 2020

How The Coronavirus Could Force The Fed Back To Zero (A Nuanced Take)

January 30, 2020January 31, 2020

It’s all about precluding further dollar appreciation.

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4 Comments on How The Coronavirus Could Force The Fed Back To Zero (A Nuanced Take)

2019’s Dominant Trends Reverse In Year-End Shuffle

December 31, 2019December 31, 2019

Don’t read too much into it.

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2 Comments on 2019’s Dominant Trends Reverse In Year-End Shuffle

‘The World’s A Nicer Place When The Dollar’s On The Back Foot’

December 30, 2019December 30, 2019

A lack of news makes positioning-inspired dollar drop the story du jour.

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1 Comment on ‘The World’s A Nicer Place When The Dollar’s On The Back Foot’

Is ‘King Dollar’ Finally Rolling Over?

December 27, 2019

Trump sure hopes so.

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1 Comment on Is ‘King Dollar’ Finally Rolling Over?

Do You Know What Would Be, Like, ‘Sooo Great’ For The Economy? Donald Trump Does.

December 17, 2019December 17, 2019

“Zoom!”

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1 Comment on Do You Know What Would Be, Like, ‘Sooo Great’ For The Economy? Donald Trump Does.

Nomura’s McElligott Explains The ‘QE-Like Stasis’ Of An ‘Everything Works’ Market

December 16, 2019December 16, 2019

So, is there any risk? Well, yes.

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2 Comments on Nomura’s McElligott Explains The ‘QE-Like Stasis’ Of An ‘Everything Works’ Market

Stuart Sparks Details The Ultimate In Ironic, Tragicomedic Fed Outcomes For 2020

December 14, 2019

“Note that this is not a forecast of recession”…

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One Year Ago, Ajay Kapur Told Central Banks To Wake Up. Here Are His 4 Key Questions For 2020

December 5, 2019December 6, 2019

Last year, “the two most asked questions were also the most misleading, from the point of making money”.

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Trump Is Winning The Financial Asset War With China. Time For Another Escalation?

November 29, 2019November 29, 2019

After all, we’re “playing with the house’s money”.

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Goldman Sees ‘A Tale Of Two Dollars’ In 2020

November 24, 2019November 24, 2019

Elegance in simplicity.

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Donald’s Dollar Dilemma Deepens As Aussie Plunges Amid Global Race To The Bottom

October 1, 2019

Don’t show him a dollar chart.

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Trump Lashes Out At Mario Draghi Again, Says ‘Bonehead’ Powell ‘Just Sits And Sits’

September 12, 2019

“They are trying, and succeeding, in depreciating the Euro”.

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Traders To Ponder Bonds, Key Data In New Week As ‘This Guy Jerome’ Goes Quiet

September 8, 2019November 21, 2021

Although Europe will make headlines, there’s plenty to focus on in the US.

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One Bank’s Clients Complain ‘The Sheer Volume’ Of Tweets Makes It Impossible To Hold Positions

September 1, 2019

In other words, forecasting the next turn is impossible.

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A Critical Week Looms For The US Economy, With Special Emphasis On Friday

September 1, 2019September 1, 2019

Another frantic Friday in the cards?

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1 Comment on A Critical Week Looms For The US Economy, With Special Emphasis On Friday

Mnuchin Says US Won’t Intervene To Weaken Dollar – For Now

August 28, 2019August 28, 2019

Not today, but who knows, right?

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2 Comments on Mnuchin Says US Won’t Intervene To Weaken Dollar – For Now

Fed Cutting Rates To Zero ‘Eminently Plausible’ After Friday’s Events, One Bank Says

August 24, 2019

If Powell’s speech rationalized a path to the lower bound, the tariff escalations “provided a shove in that direction”.

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6 Comments on Fed Cutting Rates To Zero ‘Eminently Plausible’ After Friday’s Events, One Bank Says

China Escalation Piles Pressure On Powell To Blunt Impact Of Latest Trade Tiff

August 23, 2019

Maybe it’s all part of the administration’s “master plan”, but we doubt it.

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Markets Brace As Fed Hawks Raise Stakes In Jackson Hole

August 22, 2019August 23, 2019

Surely he wouldn’t risk it – or would he?

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