Somewhere, Yi Gang is chuckling.
Category: FX
‘Dangerous’, ‘Excessive’, ‘Aggressive’: Donald Trump Starts Global Currency War
Throw out the script.
To Hell(sinki) And Back: Full Week Ahead Preview
This is the usual cocktail of geopolitical risk and Fed watching, with a dash of Brexit for bad measure.
The ‘Non-Stop Event Risk Cabaret’: This Is The Tie That Binds 2018’s Market Shocks
“Buy the dip” is now “sell the rip”, don’t ya know?
The ‘Most Important Week Of The Year’? Full Week Ahead Preview
I doubt it, but as Trump would say, “we’ll see what happens”…
With Friends Like You.
Who needs allies, anyway?
Fuggedaboutit.
Ciao Bella.
‘Unfortunately, He Isn’t Going Anywhere’: After Worst Week Since Crisis, Lira Surges On Central Bank Announcement
If there were such a thing as Turkish monetary policy Twitter, I don’t think “#Winning” would be something tweeps would employ very often.
‘Thwarting This Game Together’: Of Burnt Turkey, Emerging Markets And Dollars Under Pillows
“I see the game that is being played.”
Sincerely Yours. 😥
Oh well. 😥
‘They Need A Volcker Moment’: Lira Collapse Resumes, Foreign Investors Dump Most Turkish Bonds Since U.S. Election
How’s that “very powerful tightening” working out?
Tom And Jerry.
No shortage of entertainment on Wednesday.
Disappointed.
Premature elation.
Out Of The Frying Pan, Into The Fire: Full Week Ahead Preview
Trade war canceled, Trump demands DoJ investigate itself, Italy goes to the populists and Venezuela has an “electionâ€.
Cliffhanger.
And that’s the week.
‘We Might Have To Cut ‘Em Loose’: There Are Worse Things In The World Than An Emerging Market Rout, Right?
“I gotcha, I gotcha … oops.”
When “selections” become “choices” again, we have to decide whether that’s ultimately a “bad” turn of events or whether it’s just an inevitable (and ultimately desirable) consequence of a return to two-way markets.Â
Problems Are Emerging.
Who said EM meltdown?
And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview
So yeah, cue the mascot minefield meme.
In The Meantime.
And that’s the week.
Say Hello To My Little Friend! Argentina Goes Full Tony Montana, Has Now Hiked 1275bps In A Week
ARGENTINA CENTRAL BANK RAISES KEY 7-DAY REPO RATE TO 40.00%
‘Encouraging Things’.
Things no one knows about.
Spaced Out.
Phone home.
Take Note: ‘This Will Have Profound Implications For Everything The USD Touches’
Are you short the dollar (implicitly or explicitly)?
Bombs Away.
War? Let’s hope so! Happy Monday!
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Here’s What To Watch For In The Suddenly Resurgent Dollar
Remember: “Nearly every consensual macro trade has an implicit short-dollar view built-into it.”

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