The Market Gives Powell a Thumbs Down
The Fed has displayed a lack of flexibility and is generating market fears that it will make a policy mistake. The pundits continue to applaud...
646 Views
Core US Sectors Leading an S&P Major Support Break
We see increasing evidence of a failed December risk on phase as core sectors break below supports and early 2018 lows in a lead fashion.Our...
490 Views
Dollar up Today, but Down Tomorrow? Fed and Govt Shut-Down Risk
It feels a bit like if I write something on the FX today, it will be redundant by tomorrow as conditions in the market are changing so quickly due...
455 Views
A Grimmer View on Global Risks Boosting the Dollar
The market appears to be taking a grimmer view of big global risk factors (Brexit, Italy, Chinese economy, and US trade policy). The relative...
311 Views
This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
369 Views