The combination of relatively tight Fed policy and a resilient dollar acts as a boa constrictor.
Category: dollar
‘There’s A Problem Here That Smacks Of Inevitability’: Recession Or No, The Fed Has To Cut Rates Aggressively
If you’re looking for reasons why the market is pricing a full-on easing cycle from the Fed, try this lens.
Intervention Imminent? Trump Cranks Up Currency War Rhetoric With New Dollar Tweets
We are now squarely in the throes of a global currency war.
Macro Tourist Delivers A 1987 Flashback
“I continue to be concerned about risk assets”.
Macro Tourist: This Is The Best Long Vol. Position Out There Right Now
“When he figures it out, there’s only one trade you want on the sheets”.
Nomura’s McElligott On What Can Go Wrong If The Fed Keeps Guiding Expectations Lower
“From the perspective of a ‘give ‘em an inch, they take a mile'”…
Nomura’s McElligott: ‘Messy’ Dollar Funding Markets May Argue For Fed ‘Power Cut’ – But There’s A Catch
What’s the real rationale behind a potential “shock” cut?
Dances With Doves: Full Week Ahead Preview
Trial by fire.
‘This Could Trigger An Actual Recession’: Folks Are Getting Worried About Germany
“…at this point though, the manufacturing slowdown in the EZ is so real that it risks dragging Services with it”.
Trump Dons Rates Strategist Hat, Demands Fed Cuts To Make Things ‘Soooo Much Better’ For His 2020 Campaign
“Such a waste of time & money”.
Albert Edwards: Trump ‘Will Take The Global Currency War To A Whole New Level’
“Expect the dollar to fall bigly”.
Trump Said To Be Slowly Losing Mind Over Inability To Weaken King Dollar
Get ready Steve Mnuchin, you’re about to be in charge of perpetrating an all-out currency war.
Hot Seat: Full Week Ahead Preview
Don’t call it a “return”.
Peak Cognitive Dissonance.
“Rocket ships” and such.
After Slapping ‘Abuser’ Vietnam With 400% Tariffs, Trump Tells ‘Manipulators’ China, Europe He’s No Dollar Dummy
The White House worries America will “continue to be the dummies”.
Cautious Optimism.
One thing’s for sure…
A Global Affair: Full Week Ahead Preview
Everything is in play.
Visualizing The ‘Market Zeitgeist’
Eye candy for the congregation.
Trader: The Burden To Act Is On The Wrong People
What a “shame”.
‘It All Makes Sense If You Look At It Right’: Full Week Ahead Preview
“You gotta, stand back from it, you know.”
For Now, Record Highs. But ‘God Knows What Tomorrow Brings’
…the warm, cozy feeling everyone gets from knowing the first Fed cut is just six short weeks away.
‘Record High!’ Trump Elated As Fed Brought To Heel, Says Iran Probably Shouldn’t Doubt How Crazy He Is
Big records, big mistakes.
Nomura’s McElligott Talks ‘Dealer Destruction’, Gold And ‘The Most Crowded Trade On The Planet’
And there’s a Nassim Taleb quote for good measure.
Cut It Out: Full Week Ahead Preview
“Risk-positive”?
Just Don’t Call It A Weak Dollar Policy
“[It’s just] another important tool in the toolkit.”
You must be logged in to post a comment.