“For what it’s worth”…
Category: FX
Not ‘Cutting’ It: Full Week Ahead Preview
Powell back on the hot seat.
‘This Is Much Worse Than Expected’: Analysts (Still) Struggling To Come To Terms With The Reality Of Erdogan
“Policy has gone off the rails.”
We’re All Japan Now: Riksbank Edition
“…our interest rate path, policy rate path speaks its own language.”
Long Live The ‘King’? Defiant Dollar Bedevils Doubters
Hindsight is 20/20.
‘Oh Financial Times! What Do You Know’: Erdogan Furious As World Discovers Central Bank Lying About Reserves
“[We are] under attack by Western media outlets”.
Data Dependent: Full Week Ahead Preview
Good news is good news (again), but that means the flipside holds, too.
Meanwhile, In Turkey…
“There is stealing from the boxes.”
Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables
The dollar has flummoxed more than a few folks in 2019.
LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana
…and a crypto zinger, for good measure.
Everything You Didn’t Want To Know About Friday’s Collapse In The Turkish Lira
Now quick, somebody blame Fethullah Gülen.
Center Stage: Full Week Ahead Preview
No pressure.
As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again
If you’re looking to point fingers at anyone for currency “manipulation”…
As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again
Back to the insanity loop.
You Can Forget About Another Hike From Sweden
That slightly hawkish bent from last week is likely to disappear now.
What To Expect In FX Land If China Starts Loading Up On US Goods
This is somewhat self-evident, but worth mentioning nonetheless.
The ‘Cautiously Optimistic’ Take On Russia Sanctions
If you were nervous, you probably sold before last week.
State Of Emergency: Full Week Ahead Preview
Trade, car tariffs and Fed minutes.
Dear Sweden: ‘Slightly Hawkish’ Doesn’t Work Right Now
Remember, “hawkish” is a highly relative term – especially in light of recent events.
Is Tuesday The Day The Dollar Snaps Its Best Rally Since 2016?
…there’s still “not much else to like”, though.
Impasse, 3 Ways: Full Week Ahead Preview
Stalemates, everywhere.
Bears Resurface As Recession Fears Linger, Dollar Puzzle Emerges
The mood has soured.
We’re Gonna Need ‘More Manna From Heaven’: Questions Swirl Around Nascent EM Bounce
“Already in the bag”?
Shades Of 2016
Parallels and analogs.
What’s The Best Way To Short China?
“Which brings me to my preferred way of expressing this trade.”
The Thrill May Be Gone.
The good mood has seemingly worn off.
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