Skeptical Market Is Very Short US Dollars
Surprisingly, futures positioning in the USD moved to a new high in net shorts on 3-Oct, despite the rebound in the USD over the last month. It...
102 Views
China: The Dollar for the Short Term, Governance for the Long Term
Chinese offshore equities have continued to be among the best performing financial assets in the world over the year-to-date, but the risks are now...
121 Views
The Dollar Has Made a Habit of Year-End Rallies
The USD has finished each of the last three years with a run higher, and it may again end on a strong note as the market looks forward to tax...
126 Views
US: Manufacturing Boom! - Part III
As expected, the ISM manufacturing report for September was an absolute blockbuster. At 60.8, the headline index equalled its second-highest...
109 Views
US: Manufacturing Boom! - Part II
Incoming regional manufacturing surveys, particularly the Philly Fed survey, suggest that the US's manufacturing boom remains in full swing. Two...
156 Views