Dollar Doldrums Continue Into Monday Evening As Reflation Trade Unwind Rolls On
Well, Monday ended the same way Monday began. For the early risers who catch the
Well, Monday ended the same way Monday began. For the early risers who catch the
Analysts are now forced to take Trump’s tweets into account when commenting on the prospects for specific stocks. That, in turn, has led to the contention that idiosyncratic risk will almost invariably rise during Trump’s presidency. It’s thus very possible that Donald Trump could single-handedly bring about a shift in inter-market correlations.
The “highly improbable” has become more probable lately. At least that’s my contention. The paradox –
It feels quiet out there on Thursday morning. On Wednesday, a fairly potent one-two punch
Reflections on the reflation trinity…
Traders put the brakes on the flight to safety bid on Wednesday as gold and the
Perhaps trying to frighten voters away from the populist cause by referencing dire economic consequences isn’t the best way to go about things when there are plenty of other common sense arguments for preserving a progressive agenda and for cultivating multiculturalism.
Ok look, it’s anyone’s guess where yields are going to be in 12 months. Rates
We’re gonna need a weaker yuan. Data out Friday showed China’s exports falling 6.1% y/y
I think I can probably sum up Wednesday with one sentence and one chart…
Whither the yuan…
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
At long last, the holidays are over. I like the peace and quiet as much
Judging from some of the mail I get and from some of the conversations I’ve
One question going into a week in which the tape was painfully thin across the
“There are few places to hide for bond investors in this environment”…
Deutsche Bank and Credit Suisse are on the move overnight after the banks both settled
One of the key themes in 2016 was the extent to which the dollar dictated
How many times have you heard that we’re nearing the “end of cycle” lately? Or
It makes total sense to take some money off the table. We’ve priced in no
“European stocks climbed to their highest in almost a year, while bonds and gold fell,
If laughter is truly the best medicine and you happen to be sick with something,
Well the dollar took a break on its march higher versus the yen on Monday,
Well, the day ended pretty much as it started – with a reversal of recent
Gold is up, 10Y yields are slightly lower, the dollar is marginally weaker against the
Over the course of the last week, I’ve brought you Goldman’s top trades and top
Here’s a quick look at some of today’s important headlines via Bloomberg: European, Asian stocks
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