Apparently, reports of the reflation meme’s demise were greatly exaggerated. It wasn’t too long ago
Category: FX
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
One Bank’s “Doomsday, Nightmare Scenario”
One of the most critical market trends that gets virtually zero attention in the mainstream
A Perma-Bull Turns Bearish: “I’m Worried”
“It seems a weird time to suddenly turn bearish, but I’m overwhelmed by a large sense of concern as I gaze across markets.”
Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)
As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,
Daily Kickstart (“Bigly”)
Making stocks great again.
These Are The Best And Worst Performing Currencies Since Trump Took Office
Needless to say, I’ve spent a fair amount of time talking about currencies this year. As
“Canary In A Coal Mine Or Siren Song”?
Bright and early. Me. An espresso (I skipped the frothed milk this morning in favor
Want To Understand Markets? Watch This Currency Pair
The yen is gauge of safe-haven flows, it reflects the plight of exporters in a world increasingly driven by FX vol, and it is in many ways a kind of running, real-time referendum on the market’s conviction regarding the Trump administration’s commitment to a weaker dollar.
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