“…the question arises whether the rest of the world should diversify away from the risks of the USD and USD-centric finance.”
Category: dollar
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.”
Here Is Goldman’s ‘Cross Currents’ List For The S&P This Fall
For what it’s worth…
Pepe Silvia.
“There are many risks out there.”
In September, ‘A Tale Of Two Halves’ For The S&P?
So what about the September Momentum rally and the idea that hedge funds will keep “grabbing” for exposure?
As Dollar Strength Returns, FX Traders Should Listen To Their Tennis Coaches
“In FX too, the ‘winner’ is the currency that doesn’t lose.”
King Dollar Versus The Anti-Poles
Long live the king?
Contingencies: Full Week Ahead Preview
A full docket.
‘Winter Is Coming’ For The White House And One Bank Worries The Market ‘Can’t Handle’ Volatility
“Post-election, our biggest concern is whether a complacent market can handle a rise in volatility.”
One Bank Says U.S. Midterms Will Spark Emerging Market Rally And Then…
Expect a reprieve, but beware 2019.
Psychological Overhang: Full Week Ahead Preview
U.S. politics and trade are likely to dominate the headlines this week.
BIS: Trump’s Trade Policies Could Create ‘Perfect Storm’, Cause Global Financial Crisis
“Protectionism could set off a succession of negative consequences. If all the elements were to combine, we could face a perfect storm.”
Liquidity Drain And The ‘Still Playing Non-Stop Event Risk Cabaret’
The tide is going out.
Fed Minutes Show ‘Many’ Officials Think Another Hike Is ‘Appropriate’ – And ‘Soon’
“…it would likely soon be appropriate to take another step in removing policy accommodation.
You must be logged in to post a comment.