Jerome Powell did not “feel the market.”
Category: dollar
FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML
What $694 billion in AUM has to say…
Fed Up: Full Week Ahead Preview
No rest for the weary.
One Trader Is Pretty Sure ‘The Milkshake Trade’ Is Finished
“I am about to embark on a reason to sell US assets, but make no mistake”…
The Best-Laid Plans: Full Week Ahead Preview
“…often go awry.”
As Trade Euphoria Turns To Confusion, Yuan Emerges As Big Winner From Truce
You can stop worrying about a 7-handle – for now.
Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview
Strap in for a full docket.
The Mystery Of The Diverging Dollar Shortage Metrics
A week ago, we suggested the dollar funding squeeze was about to get worse. And it did. Sort of…
Fed Minutes Tip Support For Modifying Hike Commitment, Presage Imminent IOER Tweak
Just in case traders needed a bit more to ponder…
And So, Just After Lunch On November 28, The ‘Powell Put’ Was Born…
I suppose the history books will read as follows…
Dovish Jerome Powell Walks It Back And The Market Loves It
Is this what you were looking for?
Confusion Reigns As Goldman Swears Everybody Is Reading Fed Wrong
“…we appear to be morphing into that point of the cycle where you need an advanced degree in semiotics and textual analysis to ‘understand’ what the central bank is saying.”
When Doves Cry: Previewing A Critical Week For The Fed Pause Story
This is a big week.
Remember The Dollar Funding Squeeze? It’s About To Get Worse…
Something to ponder.
Jeff Gundlach Was Right: Goldman Joins Morgan Stanley, Others In Peak Dollar Call
“Speculative positioning is way long the dollar and now they’re wrong.”
Wishing On A Dovish Star
We’re really reaching now.
Why Morgan Stanley Says It’s ‘Time To Sell The Dollar’
King dollar has peaked. Here’s why.
For The First Time In 5 Years, China Drops Key Currency Pledge In Sign Of Growing Angst
That date with a 7-handle is becoming harder and harder to postpone.
Dollars, Crude And The Italian Job: Full Week Ahead Preview
Market participants will focus on oil, the greenback, Italy’s response to Brussels and Brexit in the week ahead.
Here’s What Wall Street Thinks Of The Midterm Election Outcome
So far, so good for Wall Street’s midterm election forecasts.Â
U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls
Is this the catalyst emerging markets needed?
A Cross-Asset Guide To The U.S. Midterms
What to expect – or not.
Let’s Vote, And Then We’ll Fight: Full Week Ahead Preview
The midterms. The sanctions. The trade war. Winter is coming.
China Teases More Stimulus As 7 Looms For Yuan, Defaults Mount
“It’s only a matter of time.”
Trying Times: Full Week Ahead Preview
It can’t possibly be as bad as last week, right?
Drivers Wanted: Full Week Ahead Preview
Pick a catalyst, any catalyst.
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