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Category: dollar

As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts

June 3, 2019

We’re now witnessing a veritable mania in Fed cut speculation.

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8 Comments on As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts

You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview

June 2, 2019November 9, 2021

If you’re not excited, well, get excited.

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1 Comment on You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview

And Then, Things Really Started To Go Wrong…

May 29, 2019May 29, 2019

Things have taken a wholly unfortunate turn into month-end.

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6 Comments on And Then, Things Really Started To Go Wrong…

Did The Trump Administration Just Announce A Major Currency Escalation?

May 23, 2019May 23, 2019

“This change puts foreign exporters on notice”.

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3 Comments on Did The Trump Administration Just Announce A Major Currency Escalation?

The Dollar Shortage Thesis Lingered, Like Stale Cigarette Smoke.

May 23, 2019May 23, 2019

“Global trade is clearly now being dragged into the mud by a ‘vicious spiral’.”

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5 Comments on The Dollar Shortage Thesis Lingered, Like Stale Cigarette Smoke.

‘A Rising Dollar Is The Canary’

May 14, 2019May 14, 2019

“Investors should keep a close eye on this.”

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‘Game Over, We Win!’ No Pressure Or Anything, But Trump Wouldn’t Mind If Fed Did A Little Competitive Easing

May 14, 2019May 14, 2019

“If the Federal Reserve ever did a ‘match'”.

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3 Comments on ‘Game Over, We Win!’ No Pressure Or Anything, But Trump Wouldn’t Mind If Fed Did A Little Competitive Easing

Shots Fired: China Ignores Trump Threat, Retaliates, Teases Treasury Nuke

May 13, 2019May 13, 2019

And now, things get interesting.

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6 Comments on Shots Fired: China Ignores Trump Threat, Retaliates, Teases Treasury Nuke

‘Big League’ Drama: Full Week Ahead Preview

May 12, 2019May 13, 2019

Barring something (else) out of left field, the week ahead will be dominated by trade jitters.

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1 Comment on ‘Big League’ Drama: Full Week Ahead Preview

Trading ‘Transitory’, Doves Down Under & Fightin’ Words: Full Week Ahead Preview

May 5, 2019November 6, 2021

Steel yourself.

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Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate

April 29, 2019April 29, 2019

“For what it’s worth”…

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1 Comment on Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate

Long Live The ‘King’? Defiant Dollar Bedevils Doubters

April 24, 2019April 24, 2019

Hindsight is 20/20.

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What Breaks First? Full Week Ahead Preview

April 7, 2019

At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.

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hedge funds, oil, OPEC3 Comments on What Breaks First? Full Week Ahead Preview

Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables

April 7, 2019April 7, 2019

The dollar has flummoxed more than a few folks in 2019.

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LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana

April 3, 2019April 3, 2019

…and a crypto zinger, for good measure.

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1 Comment on LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana

Borderline: Full Week Ahead Preview

March 31, 2019October 30, 2021

Bonds, borders and balderdash.

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Bull In A China Shop

March 15, 2019October 30, 2021

Risk asset buoyancy amid a cloudy outlook.

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‘Global Trade Desperately Needs A Liquidity Injection’, One Bank Warns

March 12, 2019March 12, 2019

“…as long as the USD remains relatively strong on Global $-Liquidity factors risk assets will likely suffer from bouts of volatility.”

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Come What ‘May’: Full Week Ahead Preview

March 10, 2019

Data, ‘Brextension’ and the BoJ are this week’s headliners.

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Dollars, Doves And Dictators: Full Week Ahead Preview

March 3, 2019March 3, 2019

What could go wrong?

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2 Comments on Dollars, Doves And Dictators: Full Week Ahead Preview

As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again

February 19, 2019February 19, 2019

Back to the insanity loop.

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2 Comments on As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again

State Of Emergency: Full Week Ahead Preview

February 17, 2019

Trade, car tariffs and Fed minutes.

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1 Comment on State Of Emergency: Full Week Ahead Preview

Is Tuesday The Day The Dollar Snaps Its Best Rally Since 2016?

February 12, 2019February 12, 2019

…there’s still “not much else to like”, though.

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Impasse, 3 Ways: Full Week Ahead Preview

February 10, 2019February 11, 2019

Stalemates, everywhere.

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Bears Resurface As Recession Fears Linger, Dollar Puzzle Emerges

February 8, 2019

The mood has soured.

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We’re Gonna Need ‘More Manna From Heaven’: Questions Swirl Around Nascent EM Bounce

February 6, 2019February 6, 2019

“Already in the bag”?

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Shades Of 2016

February 4, 2019February 4, 2019

Parallels and analogs.

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