“Good morning.” And also: “I told you so.” This whole idea that because Marine Le
Category: FX
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.
“Bigly”: Reflation Is Back As Dollar Rises, Global Stocks Rally, Oil Eyes EIA Data
Apparently, reports of the reflation meme’s demise were greatly exaggerated. It wasn’t too long ago
Yellen Yellin’ On Capitol Hill, Dollar Slumps, Toshiba Turmoils, China PPI, German GDP: Enough Said
Ok, so there was actually quite a bit going on overnight, but needless to say,
Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact
Well, it was all aboard the reflation train right out of the gate in early
Maybe Shinzo Abe Isn’t The Right Guy To Be Talking To About Making Stuff “Great Again”
Well, Donald Trump and Japanese PM Shinzo Abe held a joint news conference a couple of
US Stocks Eye Record-er-er Highs As Oil Soars, China Exports Jump, Trump Meets Abe
Friday is all about Trump again. More specifically, FX markets will be closely eyeing a meeting between the President and Japanese PM Shinzo Abe. Meanwhile, oil is buoyant Friday on the back of an IEA report showing OPEC has achieved a record 90% compliance while demand is on the rise.
Let’s “Get Out Of Dodge” On A Good Note Before The Weekend
It’s a mad, mad world, but trade in it we must. There’s lots to be
Analyzing Yen-Sanity Ahead Of Friday’s Trump/Abe Pow-wow
Watch USDJPY. I say it all the time. There is perhaps no better real time
Chart Check (The Trump Trade Fade)
“Is the reflation narrative dead or alive?”
Daily Kickstart (China Grateful For Meandering Dollar, “Frexit” Fears Subside)
The overnight session was largely a snoozer on Thursday (no pun intended). The dollar looks
Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)
The “big” news overnight should have been Chinese FX reserves just like China should be back
A Little Monday Yen-Sanity Never Hurt Anyone
This is probably worth noting for those of you watching USDJPY (which should be all of you assuming you trade or otherwise care about your investments).
Buy Your Rolex Now
First on Trump’s FX hit list: Switzerland?
Daily Kickstart (French Kiss)
“Let’s make it a bad souvenir”…
Monday Trader Humor: “Let’s Assume Trump Is Guided By A Coherent View”
With the recent sputtering of the bullish-dollar reflation trade, perhaps it’s time to pay a bit more attention to what the president and his advisers are saying about currencies.”
Currency Markets In Turmoil: A Pocket Guide For The Week Ahead
As political risk continues to dominate the headlines (even as US equities steadfastly refuse to
Daily Kickstart (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
FEER-mongering
Tuesday’s most read post, oddly, was this one: “Trump’s Idiot Trade Czar Tanks Dollar With
Daily Kickstart (Trump Trainwreck Overshadows BoJ, Eurozone Inflation, GDP)
Well, this is officially a f*cking trainwreck. As you’re probably aware by now, President Trump
One Trader Explains How To Trade Trump Weekends
“Well, he’s certainly not making it easier for investors to stay comfortable with their positions”…
“America First”: What Traders Will Be Watching Next Week
Ok, so it turns out that even if Congress is willing to suffer Donald Trump
You must be logged in to post a comment.