It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter
Category: FX
Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot
Well, it’s quiet out there as an exceptionally eventful week (finally) winds down. As we
A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense
Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…
A Good News Type Of Day
Well damned if this wasn’t a good news type of day. We’d wager the only people
Behind The Curve? “Pussy-Cat” Yellen Confronts “Largest Dovish Policy Deviation Since The 70s”
Some folks will be talking about the Fed today. In just a few hours we’ll
“What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert
Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we
The First Week Of The Rest Of Your Life
Welcome to the first week of the rest of your life. By now you all
Please Fasten Your Seat Belts, Jobs Report Ahead
So obviously it was a relatively quiet overnight session as the entire world focuses on
China Trade Data “Surprises” Bigly, Shows First Deficit In 3 Years
Wednesday begins in China, where we got highly anticipated trade data that probably shouldn’t have
No Trouble In Little China And Nothing Doing In Oz
It was a relatively quiet overnight session on the news front, although you wouldn’t know
“All Eyez On Me”: Yellen, Fischer Are Up To Bat
It kind of feels like everyone is ready to get this week on the books.
Get This Through Your Damn ‘Brain’ard
So basically, the message is that unless the S&P were to suddenly collapse, the Fed
2-Year Yields Highest Since 2009 While German Yields Argue With Soaring Inflation
One thing you might want to note is that 2Y yields hit their highest level
With Odds Of March Mushroom Cloud Lower, Time For Trump Economic Team To “Muddy Those Expensive Loafers”
The political scientist in me is a little annoyed with some of the overnight Street
“Big League?” Why The Market Is “Less Euphoric” On Tuesday Trump Speech
Tonight’s the night – as they say. Donald Trump will deliver his highly anticipated speech
Markets Frozen As Batsh*t Crazy Trump Speech Awaited
It’s all quiet on the Western and Eastern fronts as the market sits in suspended
“Just Imagine How Messy This Could Get!”: One Trader Warns On Yen-Sanity
“The yen market is offside and being short-squeezed. This looks set to sustain even amid resilience in equities, but just imagine how messy the move could get if U.S. shares crash to converge with how other assets are trading”…
Political Ping Pong, A “Pounding,” And A Market Awaiting Trump
Well, we start in FX land on Monday morning and as has become the norm
Reflation Frustration
This is probably a decent time to start asking yourself if the narrative still makes
“Le” Screwed: Markets Nervous Ahead Of Fed Minutes As Bookies Put Le Pen’s Chances Even With Rivals
“Good morning.” And also: “I told you so.” This whole idea that because Marine Le
Dollar On A Harker High, European Economy Hums Despite Political Turmoil, Kuroda Continues To Confuse
Well, that escalated quickly. It wasn’t hard to predict what would set the tone overnight.
“Listen! Do You Smell Something?” Canaries In The Coal Mine
“So on a morning of relative calm with S&P 500 futures trading at all-time highs, I thought I’d take the opportunity to focus on a few potential canaries in the coal mine of risk-on to watch.”
“Run-For-Your-Life Affair” Continues In France, Fed’s Mester Hints At Hikes, US Vacations
“This weekend was an all-out, run-for-your-life affair.” That’s from Yves-Marie Cann, head of political studies at
The Week That Was: “The Hardest Thing To Do Is Justify Hedging”
Well, it’s been one hell of a week. We started on a sugar high thanks
A French Kiss Leaves Global Risk Queasy On Friday
If you were looking for clarity with regard to President Donald Trump’s policies or for any kind
Entire World Scrambles To Figure Out Why The Hell The Dollar Isn’t Stronger On Thursday
So what gives? Well, probably not a lot. It could just be everyone is taking a breather. But, in a testament to Nassim Taleb’s “narrative fallacy” argument, we have an overwhelming tendency to ascribe “causes” where there are none.
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