“King dollar” can be a real pain sometimes.
Category: FX
Emerging Market FX Looks Vulnerable As Commodity Plunge, Virus Worries, Idiosyncratic Risks Are Noxious Mix
A helpful reminder at a delicate juncture.
‘Sooner The Better’: Central Banks Hand Out Antivirals In Southeast Asia
“Adjustments” are needed.
Meanwhile, In Turkey…
Inflation jump drives real rates further into negative territory, while Erdogan “neutralizes” nearly three-dozen of Assad’s troops.
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.Â
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…
‘People Are Cashing Out’: China’s Yuan Slides Most Since August, Shares Dive As Markets Get Mystery Virus
Nothing like a pneumonia apocalypse to take some of the “hype” out of things.
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”.
Iran’s Currency, Stocks Shudder After Soleimani Death
Who’s a buyer?
Can China Keep Easing Without Irritating Donald Trump?
Tug-of-wars are inherently unsustainable.
2019’s Dominant Trends Reverse In Year-End Shuffle
Don’t read too much into it.
‘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”.
Erdogan Gets Another Giant Rate Cut As Turkey Virtually Wipes Out Real Rate Buffer
Unlike Donald Trump, when he “asks” for something from the central bank, he gets it.
FX Trading Is ‘Increasingly Complex And Fragmented’, And Volatility Is Near Record Lows. What Could Go Wrong?
“The current market configuration has emerged largely during a prolonged period of low volatility”.
‘Tariff Man’ Returns: Trump Risks Selloff With Attacks On Brazil, Argentina
“Lower Rates & Loosen – Fed!”
Goldman Sees ‘A Tale Of Two Dollars’ In 2020
Elegance in simplicity.
Of Kiwis And Protesters
A “most critical juncture”.
