“…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.”
Category: dollar
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.
Revisiting The ‘Vicious’ Dollar Shortage Cycle
This isn’t all that complicated.Â
As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization
Remember, foreign investors are “free to do what they want to do.”
SocGen’s Swans Are Back And They Have Grown Since June…
It’s that time again.
Is It Over? Full Week Ahead Preview
Around the world in 1,300 words.
Don’t Look Now, But The Chinese Yuan Just Staged A Massive Coup In Global Reserves
De-dollarization anyone?
Enter The Dragon: Full Week Ahead Preview
Here comes China.
Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report
Can you feel the tension?
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.Â
Expensive Dollars And The Return Of Negative Hedged Yields
“This might be telling us that there is a growing USD shortage developing.”
Now Hiring: Full Week Ahead Preview
Another week, another litmus test…
‘What Is Going On?’ One Bank Sifts Through The Noise
“At the risk of over-simplification, and to misquote James Carville, it’s the US economy, stupid.”
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