Ok, so “what hath Trump and Kim wrought” for markets 24 hours on?
Category: FX
Questioning The ‘Socially Responsible’ Dollar Narrative
“It’s tempting to craft a narrative that global investors are fleeing the dollar because of U.S. political considerations, and that may well explain some of the greenback’s weakness (after all, the euro’s rally kick-started when the establishment candidate won in France). However…
‘Party On Wayne.’ What Could Possibly Go Wrong?
“To be clear, the reason ‘what can possibly go wrong?’ has become such a ubiquitous phrase these days has a lot to do with the fact that this has all become one trade.”Â
Folks Are Bullish As Hell On These Currencies
Maybe you noticed.
‘People Can Get Quite Complacent’: They’re Asleep In Asia Too, By The Way
“The market is not always rational.”
‘60% Of The Time, It Works Every Time’: Full Week Ahead Preview
Ok, well good news: we’ll get a break from potentially market-moving scheduled events this week.
This Chart Suggests Folks Are Calling Bullsh*t On The Dollar Rally
Some folks ain’t buyin’ it.
Jobs, Records, & Russians: The Week In Charts
That’s a wrap.
4 Round Numbers, Apple, And Wednesday In Charts
Just another day in Wonderland…
‘Seldom Mentioned,’ ‘Bigly,’ Ubiquitous Stock Rally Continues: Tuesday In Charts
“Billions, and billions, and billions, and”…
The Dog Days: July In Charts
The dog days are here…
Jobs, Central Banks, & A Mushroom Cloud Over Pyongyang: Epic Week Ahead Preview
Well, here’s hoping this week lives up to last week…
This Hasn’t Happened Since 2009…
There’s been no shortage of digital ink spilled over the past couple of weeks about the euro’s inexorable rise both against the dollar and, more recently, agains the Swiss franc which at this point is more “beleaguered” than Jeff Sessions after a Trump Twitter tantrum.Â
5 Tail Risks That Could ‘Spoil The Party’ & Why One Bank ‘Stopped Worrying’
“We continue to stand by the message that a window of opportunity remains open”…
Franc Plunge In Focus As Traders Ponder ‘The Mystery Of The Swiss In The Night’
“I have fielded more enquiries about what’s going on this week than I have the rest of the year combined.”
More ‘Loonie’ Tunes: Specs Added To CAD Long Ahead Of Best GDP Print Since The Millennium
So for the third week in a row we get to say “congratulations Canada!”
Now just hope that epic housing bubble doesn’t burst.
‘It’s A Sitting Duck’: Swiss Franc Plunge Continues, Bund Yields Soar, On Hot German Data
“All this makes the CHF a bit of a sitting duck”…
EURCHF Surges As Stops ‘Inadvertently’ Triggered In Tokyo Amid ‘Very Poor Liquidity’
“…the move above overnight high was due to a combination of short covering and momentum buying and is being made more difficult as spreads blow out in both options and spot.”
As Currency War Beckons, Here Is One Trader’s Dollar Mea Culpa
“It’s certainly a tempting idea given the price-action but, in the wake of my incorrect dollar call from Wednesday, I refrained from joining the debate with conviction.”
‘I Come Back To You Now’: Kolanovic Returns, Everyone Panics
“…at the turn of the tide.”
An ‘Explosion Of Large Block Trades,’ And A ‘Currency Cold War’
“We could very well be seeing a market-structure change right before our eyes.”
‘It’s A Coiled Spring!’: Trader Sees ‘Immediate Rally’ In ‘Beleaguered’ Dollar
“Do I have high conviction? Yes. For a reason.”
Aussie Dives As Highly Anticipated CPI Print Misses, Lowe On Deck
Ok, so believe it or not, you’re going to need to parse the Australian CPI print…
Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’
“We think the timing would be good for investors too to remember to what they owe their improvement in fortunes”…
‘Trapped In The Waiting Room’
“There’s no reason why you can’t be trapped in the waiting room and still keep yourself occupied and have a bit of fun.”
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