August Cracks and EEM 45/DXY Turn Bullets
The following is our front cover from our weekly macro product that lays out positioning in line with our summer transition from net long to net...
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The USD Has Fallen in Anticipation of a Lower Fed Rates Path, but the Outlook Is Not All Bad
The USD has fallen further in recent weeks as the Fed indicated it is more concerned about low inflation outcomes. The shift in focus to QE...
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The Great Currency War & Financial Markets: Bracing for the Final Act
Historically, it has been difficult for a country to enjoy an equity bull market and exchange rate appreciation indefinitely, as testified by the...
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EM FX Basing Front Running DXY Low
EM FX basing as DXY gears up for a turnTo view click on this link: https://www.screencast.com/t/DL5Ri2RX7JCP 13:12 min. DXY – Below DXY 99, targets...
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Phase II of Fed Policy Normalization May See Bigger Dollar Fall
The Fed is moving into a new phase of its policy normalization where it begins its QE portfolio run-down. Even though the Fed says it hopes this...
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