Category: FX
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”.
Can China Keep Easing Without Irritating Donald Trump?
Tug-of-wars are inherently unsustainable.
‘The World’s A Nicer Place When The Dollar’s On The Back Foot’
A lack of news makes positioning-inspired dollar drop the story du jour.
Yen, Pound See Wild Swings Amid Lack Of Adult Supervision
“Nobody is trading now”.
Carry On. There Are Stocks To Buy.
Lacking impediments, global stocks summit ever higher peaks.
So, The Pound Is Plunging. Turns Out A Crash-Out Brexit Is Still In Play
Just another day in geopolitical hell.
‘Run-Bull, Run’
“Our policy machinery is going full speed ahead”.
