Ok, so as detailed earlier this morning, the first thing you should note about the
Category: FX
Today’s Word Is “Bigly”: Here Comes Trump’s Terrific, Tremendous, Tax Plan
Today’s word is “bigly.” No wait, “phenomenal.” No wait, “massive.” Yeah, that’s it. “Massive.” All
It’s Tuesday And This Market “Sees No Demons”
“With French political risk significantly reduced (even if there’s still a two-week second round campaign to negotiate), an improving global economy, steadier oil prices, and most of all, range-bound US yields and a lack of fear of rapid Fed tightening, investors see few demons and are off in search of yield.”
Here’s How The French Polls Will Influence Central Banks This Week
“Following a “disruptive†election outcome, however, the market may expect a more accommodative tone from the ECB, and the Riksbank is likely to announce an extension of its QE programme that is due to end in June.”
A “Soggy” Bottom Morning
“Soggy US housing starts and soggy industrial production data just reinforced the soggy message from last week’s figures, and with it the growing sense that the inflation peak is earlier and lower than many feared.”
Hey! I Know May Stole The Show But Don’t Forget Iron Ore Is Collapsing
It was a sharp move lower in iron ore that weighed on risk sentiment overnight as futures dropped 3.7%, following a nearly 2% move lower on Monday.
SocGen’s Kit Juckes Is “Back From The Alps”: Here’s His Quick Pocket Guide To An Uncertain Market
The tough thing about a market dominated by geopolitical concerns is that geopolitics is country- or at least region-specific. There’s nuance, idiosyncrasies, thousands of years of history peculiar to this country or that, religious undercurrents, etc., etc. You have to take all of that into account when trying to make sense of markets in the context of multiple geopolitical powder kegs.
Fortune Cookie Say: “Good Econ Data!” The Sultan Returns. Welcome To Monday.
Boom! It’s Monday. Let’s hit the ground running.
(Almost) $400 Billion Weighs In On Tax Reform, The Fed, And The Dollar
Bank of America’s latest rates and FX survey comprises responses from 74 fund managers with
“Coiled Springs,” Trump The Rates Strategist, And “The Elephant In The Room”
“One question we’ve pondered is whether the best post-election trade is in bond-land or FX”…
Is This Over Yet? “If Ever I Needed A Long Weekend, It’s Right Now”
“The hardest challenge of the day may well be not clock- watching. But while you may have been stopped out more than once this week at least you won’t have tenuous positions when they release big numbers tomorrow with the market shut.”
“All’s Well That Doesn’t End In A Giant Mushroom Cloud”
Well, you know what they say, “all’s well that doesn’t end in a giant mushroom
“Something Happened After The Crisis” Deutsche Bank Settles An Important Debate
“Even more striking, however, is the twisting in the curve: the euro became far more sensitive to the very front-end of the curve”…
While You Were Watching That Screaming Guy On The Plane (Again), I Was Buying Yen
Well, it kinda feels like everyone just said fuck it and bought the yen overnight
#Thiswasabadidea: Amid All Kinds Of War, Janet Yellen Takes To Twitter To Calm Nervous Markets
Oh what a difference three days and one Dudley makes. See, you (and a whole
“And The Rippers Mumbled ‘Thank Your Lord'” – Home “In” The Range With An FX Trader
“Don’t you just love it when these great communicators say “some people misconstrued what I said last week?â€
“We’ve Come Too Far, There’s Too Much To Lose!” Composure Key As World War III Beckons
If ever there were a time when the phrase “that escalated quickly” was appropriate, this
“Hold My Beer While I Meet Xi.” And Everything Else You Need To Know On Thursday
It’s Thursday, which means today’s Donald Trump gets to look the Donald Trump who refused to
Watch Those Minutes. ADP Ahoy! Le Pen Loses Her Sh*t. And More On A Fun Wednesday
“Let’s not forget where we’re coming from,†he shouted, struggling to be heard over his rival. “You have been repeating the same lies for 40 years — those your father used to tell.â€
Currency Craziness, Car Carnage, Le Pen Jitters: Welcome To Tuesday, Dammit
Hitting the ground running on Tuesday it was an interesting overnight session. For one thing,
Chart Check: Q1’s Outperformers & Underperformers
Q1 – in aesthetically pleasing hues of blue.
Goldman: Q1 “Was A Quarter To Own Risk” – Here’s What Comes Next
“Which of these divergences will hold going forward?”
Boom! It’s Monday. Here’s What Happened While You Were Asleep
Well, it’s Monday. Welcome to Q2. Things were relatively subdued in the overnight session, as
Volatility Collapses (Again) As Investors Cling To Goldilocks Outlook On Brexit Wednesday
It’s quiet out there. Well, except for that whole UK officially leaving the EU thing.
It’s Falling Apart: Reflation Trade Shrivels Up And Dies As Markets Sour On Risk
Well, the dollar is under pressure on Monday, just as we said it would be
Mind The Cross-Atlantic “Gaps”: Your Week Ahead Preview
Earlier, we talked a bit about Donald Trump’s waning political capital and the extent to
“Trump’s Political Capital Is Getting Consumed”: One Simple Trade Idea For The Week Ahead
Think about the events that transpired over the last two weeks. Now think about them
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