On Monday evening I said I’d likely find myself talking about the dollar again first thing
Category: FX
Warning: Currencies Will “Remain Volatile”
Regular readers will recall that if you’re in equities, one of your main concerns going
Daily Kickstart (Dollar Slumps After Bombastic Trump Speech)
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
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)
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?
“There’s nothing to get bullish about in la-la dollar-land”…
5 Recent FX Flash Crashes: Triggers, Amplifiers, & Stabilizers
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
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.
Daily Kickstart (“I Had Some Bad Chinese”)
We’re gonna need a weaker yuan. Data out Friday showed China’s exports falling 6.1% y/y
Daily Kickstart (Dollar Doldrums)
Oh how the mighty (greenback) has fallen. The consensus trade of 2017 is having a rough
Wednesday Chart Check (Trump, Brexit, And FX Chaos)
The US election and Brexit have a whole lot in common. Both represent the electorate’s
Daily Kickstart (Dear Mexico, We’re Sorry About All This)
I think I can probably sum up Wednesday with one sentence and one chart…
Daily Kickstart (Jobs Edition)
Overnight I quoted Goldman on the way to explaining why a short yuan bias was
“This Is Not Your Happy Place”
How can we attribute a plunge in the dollar to a dovish reading of the Dec. FOMC minutes?…
Daily Kickstart (China FX Edition)
Whither the yuan…
Greenback Plunges After Fed Minutes
On the heels of the Dec. Fed minutes (which hinted at a fairly gradual pace
Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
Dollar Swings Wildly After Upbeat US Economic Data
Well, that escalated quickly…
“Grinchs” Should Have “Stayed In Bed”, SocGen Says
“The Grinch and Scrooge had better stay in bed this morning”…
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