Post-Jackson Hole: Don’t Fight The Fed… Euro Collapse Threatened?
Post-Jackson Hole, US policy is front-ended loaded. Fed B/S reduction or QT is asymmetric and non-linear in its effects. It will cause funding...
830 Views
Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care
Pullback Underway; Problem: U.S. Dollar $DXY, Global 10-Yr Sovereign Yields, and Commodities All on the Rise Again; Actionable Themes: Energy,...
472 Views
Don't Fight the Fed; Pullback Underway as Rising DXY and 10-Yr Treasury Yield Back to Being Headwind
$SPX $QQQ $IWM Pullback Underway as Rising $DXY and 10-Yr Treasury Yield Back to Being Headwind; Commodities $DJP $BCOM Attempting to Break Out....
424 Views
USD Rally Resumption
DXY 105 was the level to hold and 106.50 the resistance to clear for a dollar green light from our 105.50 buy in point with a near target of 110.50...
385 Views
I Blame the Dollar
The US dollar has made a 20-day high as it passes above the blue max line. Price is above both moving averages, which are positively sloping....
764 Views