EUR and CAD Need to Square up to Growing Threats
The market has spent much of this year unwinding a structural short EUR position. Bank analysts have shifted to a bullish long-term EUR view, ECB...
101 Views
Trump's 'reality Show' Hurts the Dollar, Euro and UK Look Perky
After a tepid start to the week on Monday, where US bond markets were closed for Colombus Day, the USD has fallen significantly on Tuesday. Asian...
104 Views
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...
101 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...
120 Views
Tide Turns Dollar Bullish
The tide has turned, at least for the moment, for the USD. It has been on a broadly weaker trend this year, often undermined by political...
88 Views