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Category: dollar
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.”
Marko Kolanovic: Current U.S. Policies May Accelerate Global De-Dollarization Push
“…the question arises whether the rest of the world should diversify away from the risks of the USD and USD-centric finance.”
Fed Hikes Rates, Removes ‘Accommodative’ From Statement: Full Coverage
And now, the main event.
What To Expect From The Midterms And The Convergence Trade, According To Marko Kolanovic
Reading the tea leaves.
Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
Goldman Asks: What’s So Special About The Dollar, Anyway?
This is the dollar’s “key statistical property”.
Hostage Situation: Full Week Ahead Preview
“Hand over your trade policy and I’ll release global markets”…
Out Of The Woods? At The Crossroads Of An Emerging Market Crisis
After a pivotal week, where to?
A Decade Later, ‘The Coast Is Not Clear’, One Bank Warns
“Currently, there is a ‘celebration’ that a decade has passed and that the world has overcome the fallout from the crisis.”
Gundlach Slams U.S. Fiscal Policy In ‘Miracle Grow’ Webcast, Talks ‘Monumental’ UST Short Squeeze
“What could get you there is a monumental short squeeze.”
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
Where Did The Volatility Go And When Will It Be Back?
“We see a case for being long vol next year.”
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