Tag Archives: Currencies

August 31, 2018

Currencies

Yuan Fireworks Less Likely After PBOC Tightens Grip
Posted By Peter Forbes | Newsclips

The Chinese yuan is back in the headlines but the excitement is likely behind us. China's success in stabilizing the yuan with modest FX intervention, and the reintroduction of the counter-cyclical factor, point to lower volatility ahead. ... Read More

August 29, 2018

Currencies

Speculators Still Love The U.S. Dollar
Posted By Greg Blaha | Charts of the Week

Speculators have gone all in on a sustained U.S. dollar rally.... Read More

August 16, 2018

Currencies

Can the U.S. Dollar Keep Up the Pace?
Posted By Peter Forbes | Featured, Newsclips

Twenty years after the memorable "oasis of prosperity" line, the U.S. dollar is on a tear. Concerns about trade wars, spending policy, and consumer borrowing are risks, but growth differentials and equity markets are driving dollar strength. ... Read More

August 9, 2018

Currencies

Chinese Yuan May Weather the Storm
Posted By Peter Forbes | Newsclips

Though the Chinese yuan is still perilously close to its key thresholds, regional economic growth is improving and capital outflows have not reared their head. ... Read More

August 8, 2018

Currencies

Measuring Venezuela’s Hyperinflation
Posted By Jim Bianco | Charts of the Week

Venezuela's annualized inflation rate is now over 100,000% over the last three months and now in rarified air seen by the like of the Weimar Republic and Zimbabwe.... Read More

August 6, 2018

Currencies

Global Concern Over Monetary Policy on the Rise
Posted By Peter Forbes | Newsclips

Global search interest in monetary policy is rising sharply, higher versus six months ago for the first time since January. This is especially bullish for the U.S. dollar against a handful of emerging market peers. ... Read More

June 28, 2018

Currencies

Living In Venezuela
Posted By Jim Bianco | Newsclips

How does one live in a country with a worthless currency?... Read More

May 11, 2018

Currencies

CoT Detail: Currencies
COT Update

A detailed look at the over-speculated nature of currencies over the past several months. ... Read More

May 2, 2018

Currencies

Bitcoin Mining Approaching Its Limit, But Don’t Hold Your Breath
Posted By Greg Blaha | Charts of the Week

Over 17 million bitcoin have been mined, leaving fewer than 4 million to be "unearthed" before hitting the maximum number allowed.... Read More

April 27, 2018

Currencies

Treasury Yields May Not Follow the Dollar Higher
Posted By Peter Forbes | Newsclips

Markets appear to be preparing for the U.S. dollar to continue higher, but without bringing Treasury yields along for the ride. This would favor defensive sectors in U.S. and emerging markets that show weaker ties to the dollar. ... Read More

April 12, 2018

Currencies

Tailwinds are Forming for U.S. Dollar
Posted By Ben Breitholtz | Newsclips

We are more apt to trade with a bullish breakout by the U.S. dollar from its nasty trading range. Hard economic data in the U.S. are outperforming the Eurozone and investor flows appear ripe for a return to the U.S. from overseas.... Read More

March 16, 2018

Currencies

Dollar Weakness “Over-Speculated” Positioning Continues
COT Update

The dollar is still too hated.... Read More

March 15, 2018

Currencies

Hedged ETFs – Watching the Rear-view Mirror
Posted By Peter Forbes | Newsclips

Outflows from currency-hedged ETFs targeting Japan and Europe reflect past dollar weakness. We still expect the yen to weaken against the dollar. ... Read More

March 14, 2018

Currencies

Stronger Canadian Dollar Sets Stage for Treasuries to Outperform
Posted By Peter Forbes | Newsclips

A stronger Canadian dollar and converging economic growth point to narrower Canada - U.S. cross spreads. ... Read More

March 13, 2018

Currencies

Yen Primed to Weaken and Canadian Dollar Strengthen
Posted By Ben Breitholtz | Newsclips

The yen looks primed to weaken given a slowing in economic data. Conversely, the Canadian dollar should strengthen with U.S. versus Canadian data changes at extremes.... Read More

March 9, 2018

Currencies

Dollar Weakness “Over-Speculated” Positioning Continues
Posted By Jim Bianco | COT Update

The dollar is still too hated.... Read More

March 1, 2018

Currencies

Wither Ripple
Posted By Peter Forbes | Newsclips

Despite adoption by new partners, XRP will struggle to see the same type of meteoric rise as before now that some of its flaws are better understood.... Read More

February 26, 2018

Currencies

Bitcoin Since The Crash
Posted By Greg Blaha | Newsclips

We once again revisit the point that investing in Bitcoin is not for the faint of heart.... Read More

February 23, 2018

Currencies

The Big Bet On Dollar Weakness Continues
COT Update

We have been highlighting the "over-speculated" nature of currencies over the past several months. This is another way of saying the dollar is too hated.... Read More

Yuan Fireworks Less Likely After PBOC Tightens Grip Posted By Peter Forbes | Newsclips

Speculators Still Love The U.S. Dollar Posted By Greg Blaha | Charts of the Week

Can the U.S. Dollar Keep Up the Pace? Posted By Peter Forbes | Featured, Newsclips

Chinese Yuan May Weather the Storm Posted By Peter Forbes | Newsclips

Measuring Venezuela’s Hyperinflation Posted By Jim Bianco | Charts of the Week

Global Concern Over Monetary Policy on the Rise Posted By Peter Forbes | Newsclips

Living In Venezuela Posted By Jim Bianco | Newsclips

CoT Detail: Currencies COT Update

Bitcoin Mining Approaching Its Limit, But Don’t Hold Your Breath Posted By Greg Blaha | Charts of the Week

Treasury Yields May Not Follow the Dollar Higher Posted By Peter Forbes | Newsclips

Tailwinds are Forming for U.S. Dollar Posted By Ben Breitholtz | Newsclips

Dollar Weakness “Over-Speculated” Positioning Continues COT Update

Hedged ETFs – Watching the Rear-view Mirror Posted By Peter Forbes | Newsclips

Stronger Canadian Dollar Sets Stage for Treasuries to Outperform Posted By Peter Forbes | Newsclips

Yen Primed to Weaken and Canadian Dollar Strengthen Posted By Ben Breitholtz | Newsclips

Dollar Weakness “Over-Speculated” Positioning Continues Posted By Jim Bianco | COT Update

Wither Ripple Posted By Peter Forbes | Newsclips

Bitcoin Since The Crash Posted By Greg Blaha | Newsclips

The Big Bet On Dollar Weakness Continues COT Update

Yuan Fireworks Less Likely After PBOC Tightens Grip
Posted By Peter Forbes | Newsclips

Speculators Still Love The U.S. Dollar
Posted By Greg Blaha | Charts of the Week

Can the U.S. Dollar Keep Up the Pace?
Posted By Peter Forbes | Featured, Newsclips

Chinese Yuan May Weather the Storm
Posted By Peter Forbes | Newsclips

Measuring Venezuela’s Hyperinflation
Posted By Jim Bianco | Charts of the Week

Global Concern Over Monetary Policy on the Rise
Posted By Peter Forbes | Newsclips

Living In Venezuela
Posted By Jim Bianco | Newsclips

CoT Detail: Currencies
COT Update

Bitcoin Mining Approaching Its Limit, But Don’t Hold Your Breath
Posted By Greg Blaha | Charts of the Week

Treasury Yields May Not Follow the Dollar Higher
Posted By Peter Forbes | Newsclips

Tailwinds are Forming for U.S. Dollar
Posted By Ben Breitholtz | Newsclips

Dollar Weakness “Over-Speculated” Positioning Continues
COT Update

Hedged ETFs – Watching the Rear-view Mirror
Posted By Peter Forbes | Newsclips

Stronger Canadian Dollar Sets Stage for Treasuries to Outperform
Posted By Peter Forbes | Newsclips

Yen Primed to Weaken and Canadian Dollar Strengthen
Posted By Ben Breitholtz | Newsclips

Dollar Weakness “Over-Speculated” Positioning Continues
Posted By Jim Bianco | COT Update

Wither Ripple
Posted By Peter Forbes | Newsclips

Bitcoin Since The Crash
Posted By Greg Blaha | Newsclips

The Big Bet On Dollar Weakness Continues
COT Update