The midterms. The sanctions. The trade war. Winter is coming.
Category: FX
Behold! A ‘Jaw-Dropping’ Black Swan Yuan Event
You better hope that trade “deal” isn’t “fake news”…
China Teases More Stimulus As 7 Looms For Yuan, Defaults Mount
“It’s only a matter of time.”
Requiem For October.
Another bad dream.
7 Cannot Fall: With Yuan Near Weakest In A Decade, Beijing Prepares To Sell Reserves
“…it would have a psychological impact on people.”
Treasury Declines To Name China The Currency Manipulator That Trump Swears They Are
Don’t worry, China is still on @realDonaldTrump’s “manipulator” list.
Is It Over? Full Week Ahead Preview
Around the world in 1,300 words.
Will Trump Label China A Currency Manipulator Next Week? Let’s Discuss…
“…the U.S. should be allowed to recapture what was lost.”
Don’t Look Now, But The Chinese Yuan Just Staged A Massive Coup In Global Reserves
De-dollarization anyone?
And Now, Everybody Will Buy Everything Related To Brazil …
Who’s excited?!
Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report
Can you feel the tension?
Expensive Dollars And The Return Of Negative Hedged Yields
“This might be telling us that there is a growing USD shortage developing.”
Now Hiring: Full Week Ahead Preview
Another week, another litmus test…
‘What Is Going On?’ One Bank Sifts Through The Noise
“At the risk of over-simplification, and to misquote James Carville, it’s the US economy, stupid.”
Racing A Thunderstorm: Indonesia’s Fifth Rate Hike Since May Underscores EM Fed Angst
Well, you can’t say they aren’t trying.
Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
Goldman Asks: What’s So Special About The Dollar, Anyway?
This is the dollar’s “key statistical property”.
Out Of The Woods? At The Crossroads Of An Emerging Market Crisis
After a pivotal week, where to?
Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
‘The Worst Possible Time’: Dmitry Medvedev Decides Now Is As Good A Time As Any To Sink His Own Currency
There’s trouble in paradise, and by “paradise”, I mean Russia.
‘Systemic Risk Is High’: September Has Already Been Cruel To Emerging Markets
Things have taken a decisive turn for the worst in emerging markets after a brief, mid-August reprieve.
As Dollar Strength Returns, FX Traders Should Listen To Their Tennis Coaches
“In FX too, the ‘winner’ is the currency that doesn’t lose.”
Emerging Markets Suffer Fresh Blow As South Africa Falls Into First Recession Since 2009
Some were surprised, some weren’t.
King Dollar Versus The Anti-Poles
Long live the king?
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