Yen-Sanity. Dollar Delirium.
It’s dizzying, to say the least.
Category: FX
The World’s An Unfriendly Place When King Dollar Refuses To Roll Over
“King dollar” can be a real pain sometimes.
Emerging Market FX Looks Vulnerable As Commodity Plunge, Virus Worries, Idiosyncratic Risks Are Noxious Mix
A helpful reminder at a delicate juncture.
As Yuan Short Calls Grow, Will Coronavirus Infect US-China Trade Deal?
The trade talks and the epidemic could soon become entangled, just as national security and trade became inextricably bound up last year.
Coronavirus Black Swan Infects China’s Yuan To Start Week
“Risk aversion is contagious”.
As Wuhan Virus Spreads, Will The Yuan Get Sick?
Assuming at least some of us live to trade another day…
Eight Months After Bear Market, Erdogan Drives Real Rates Negative As Local Stocks Boom
You can’t keep a “good” autocrat down.
Disastrous Inflation Print Points To Imminent BOE Rate Cut
“If we defer, then risks of a low inflation trap, which would certainly not be a benign outcome, would rise”
Suddenly, China Isn’t A Currency Manipulator Anymore
And therein lies the irony.
‘Boris Bounce’ In Jeopardy As BOE Doves, Dour Data Trigger Pound Pain
Remember, the UK still needs to negotiate a post-divorce trade deal with the EU by the end of the year.
Big Week Starts With Key Assets Looking To Retrace 2019’s Trade War Moves
As Trump would say: “We’ll see what happens”.
