The US Dollar Is Not Overvalued
It is evident that the market has grown tired of the divergence in monetary policies as a theme driving currencies. The USD has to a significant...
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USD Weakness Versus EM FX
Chartonics FX webcastUSD weakness vs EM FXTo view click on this link:Â http://www.screencast.com/t/UnFCqklTÂ 13:56 min.DXYÂ â DXY break below 101...
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Equity Lull with USD Tail Wind
US equities are in a fade cycle given the S&P crack of 2,365 micro support. Short protection focused in NDX and IWM. Trimmed transport long. US...
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March Transition
US equities are flirting with a topping sequence if key sectors fail to hold gains. Tech is the underperform short hedge. Transports having trouble...
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Fed Already Behind the Curve, USD Looks Cheap Compared to Yield Gaps, NZD Expensive
Alternative measures of core inflation in the US, including the Dallas Fedâs PCE trimmed mean measures, show inflation is now very close to the...
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