Tag Archives: USD

Currency Wars






Is is just a coincidence that the Chinese yuan will be added to the IMF’s SDR basket on October 1st and the Jubilee year ends on October 2nd? I think not. I have been following this story about the death … Continue reading

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Bonds & Bullion Post FOMC






We did not get any clarification from the Fed about forward policy as I expected. The Fed has basically admitted now that they cannot and will not raise the rate ahead of the election. The interesting thing now will be … Continue reading

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Post NFP Market Wrap-Up






Huge miss in the NFP print and yet the zombie market managed to lift in another low volume melt up to almost unchanged $SPX for the week. This is most likely thanks to the plunge protection team who can not … Continue reading

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Bitcoin Blastoff On China Demand






If you are anything like most people I know, your eyes will glaze over at the meer mention of Bitcoin. It could be telling us something very important however. With the Fed poised to go live in June/July many in … Continue reading

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High-Yield Bonds: Truce | Seeking Alpha






The high-yield corporate bond market has performed phenomenally well over the past few months.Perhaps this high-yield rally is signaling that the worst will soon be over for the asset class.Then again Source: High-Yield Bonds: Truce – ProShares Short High Yield … Continue reading

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All Dressed Up With Nowhere To Go I Seeking Alpha






While the hand-wringing of a strong dollar has begun in earnest again as the Fed postures their next move, we continue to believe that the buck’s ship has sailed and is running downwind from its cycle Source: All Dressed Up … Continue reading

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Commodities Wary Of Rate Hike Potential






Commodity traders are cautiously watching for the potential of a rate hike by the Fed. I would say the chances are of a rate hike a few mths before the election will be slim to none. The markets are pricing … Continue reading

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Fed to Markets: June Rate Increase Is on the Table






FOMC minutes show rate rise in June is on the table as rate hike odds lift sharply off lows. This is of course date dependent. I will believe it when I see it. Precious metals and bonds where battered on … Continue reading

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Commodites Down On Stronger $USD






We had a big data dump out of China and it was not good. The outlook for commodities and emerging markets looks set to deteriorate. We have had some rebound in the $USD since the start of May which has … Continue reading

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Some Key Charts For The Week Ahead






We had quite a big miss on the NFP print. Now we wait for the dust to settle next week and see how things lay. The markets did end the week with some buying into the close. Just have to … Continue reading

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