Markets Brace As Fed Hawks Raise Stakes In Jackson Hole
Surely he wouldn't risk it - or would he?
View ArticleChina Escalation Piles Pressure On Powell To Blunt Impact Of Latest Trade Tiff
Maybe it's all part of the administration's "master plan", but we doubt it.
View ArticleFed Cutting Rates To Zero ‘Eminently Plausible’ After Friday’s Events, One...
If Powell's speech rationalized a path to the lower bound, the tariff escalations "provided a shove in that direction".
View ArticleMnuchin Says US Won’t Intervene To Weaken Dollar – For Now
Not today, but who knows, right?
View ArticleTrump Isn’t The Only One Hoping King Dollar Will Take A Breather
The sooner the better.
View ArticleA Critical Week Looms For The US Economy, With Special Emphasis On Friday
Another frantic Friday in the cards?
View ArticleOne Bank’s Clients Complain ‘The Sheer Volume’ Of Tweets Makes It Impossible...
In other words, forecasting the next turn is impossible.
View ArticleTraders To Ponder Bonds, Key Data In New Week As ‘This Guy Jerome’ Goes Quiet
Although Europe will make headlines, there's plenty to focus on in the US.
View ArticleTrump Lashes Out At Mario Draghi Again, Says ‘Bonehead’ Powell ‘Just Sits And...
"They are trying, and succeeding, in depreciating the Euro".
View ArticleDonald’s Dollar Dilemma Deepens As Aussie Plunges Amid Global Race To The Bottom
Don't show him a dollar chart.
View ArticleTrump Is Winning The Financial Asset War With China. Time For Another...
After all, we're "playing with the house's money".
View ArticleOne Year Ago, Ajay Kapur Told Central Banks To Wake Up. Here Are His 4 Key...
Last year, "the two most asked questions were also the most misleading, from the point of making money".
View ArticleStuart Sparks Details The Ultimate In Ironic, Tragicomedic Fed Outcomes For 2020
"Note that this is not a forecast of recession"...
View ArticleNomura’s McElligott Explains The ‘QE-Like Stasis’ Of An ‘Everything Works’...
So, is there any risk? Well, yes.
View Article‘The World’s A Nicer Place When The Dollar’s On The Back Foot’
A lack of news makes positioning-inspired dollar drop the story du jour.
View ArticleHow The Coronavirus Could Force The Fed Back To Zero (A Nuanced Take)
It's all about precluding further dollar appreciation.
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