FX – Page 27 – Heisenberg Report

One Bank’s “Doomsday, Nightmare Scenario”

January 27, 2017

One of the most critical market trends that gets virtually zero attention in the mainstream

A Perma-Bull Turns Bearish: “I’m Worried”

January 27, 2017January 27, 2017

“It seems a weird time to suddenly turn bearish, but Iâ€™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)

January 27, 2017January 27, 2017

As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,

Daily Kickstart (“Bigly”)

January 26, 2017January 26, 2017

Making stocks great again.

These Are The Best And Worst Performing Currencies Since Trump Took Office

January 25, 2017

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”?

January 24, 2017January 24, 2017

Bright and early. Me. An espresso (I skipped the frothed milk this morning in favor

Want To Understand Markets? Watch This Currency Pair

January 24, 2017

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.

Daily Kickstart (Dollar In Focus As UK Court Rules; Lira Plunges)

January 24, 2017January 24, 2017

On Monday evening I said I’d likely find myself talking about the dollar again first thing

Warning: Currencies Will “Remain Volatile”

January 23, 2017January 23, 2017

Regular readers will recall that if you’re in equities, one of your main concerns going

Daily Kickstart (Dollar Slumps After Bombastic Trump Speech)

January 23, 2017January 23, 2017

If it was a weaker dollar Trump wanted he’s certainly gotten it in the days following his bombastic inauguration speech which was seen by the rest of the world (with the possible exception of Marine Le Pen) as a de facto declaration of war.

It’s Time To Start Worrying About FX Vol

January 19, 2017

I think it’s probably time to start getting concerned about FX vol. This morning’s dovish

Daily Kickstart (Yen, Gold Fall; Inflation, IP Data, Goldman, Yellen All On Deck)

January 18, 2017

Traders put the brakes on the flight to safety bid on Wednesday as gold and the

“Nothing To Get Bullish About”: Is The Long Dollar Trade Dead?

January 17, 2017

“Thereâ€™s nothing to get bullish about in la-la dollar-land”…

5 Recent FX Flash Crashes: Triggers, Amplifiers, & Stabilizers

January 16, 2017January 16, 2017

Earlier today in “Anatomy Of A Flash Crashing Black Swan,” I noted how multi-sigma events (i.e.

“Expect A Correction”: Big Brexit Speech “May” Sow Chaos

January 15, 2017January 15, 2017

You can argue for protectionism and against progressivism and multiculturalism all you want, but what you can’t do is stop the market from rendering its own judgement.