• dazzak
    02/11/2016 - 10:54
    Because so much is riding on what so few decide,once the faith in the Central Banks fail, the chances of us getting out of this diminish every second...

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Dollar Struggles; More Losses Likely Before Better Demand is Found





Gains in the foreign currencies appears to be mostly short-covering rather than bottom-picking per se.  In bigger picture the dollar is consolidating its earlier gains.

 
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Dollar Bulls Bends,but Will They Break?





The poor jobs report weighed on the dollar, but the greenback recovered as the session progressed.  It is not clear the jobs report was a game changer.  Stay tuned.  

 
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The Dollar may Consolidate Before Moving Higher





Yellen's reaffirmation of a likely rate before year-end helped lift the dollar.  Look for some consolidation ahead of the US jobs data.  

 
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Fate of Dollar Bulls Post-Fed





The divergence meme that is the center of the dollar bull narrative was never predicated on precise timing of Fed's lift-off.   To go from no hike in September to Fed will never raise interest rates, or QE4 is next, is a needless exaggeration.  

 
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Dollar Bulls Reassert Themselves, but...





Divegence driver of the dollar was never predicated on a particular time frame for the Fed's lift-off.  Others are easing.  Trajectory is the key.  Here is my sense of the near-term dollar outlook, wiht a look at some other asset markets as well.  

 
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Three Drivers of the Capital Markets in the Week Ahead





The stability of global capital markets, the ECB meeting and US employment data are highlights.   Risk seems to be greater than discounted that Sept rate hike is still a distinct possibility.

 
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The Dollar: Now What?





Dollar recovered from the exaggerated panic at the start of last week.  Outlook is still constructive.  Here is an overview of the technical condition of currencies, bonds, oil , and S&P 500.  

 
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Short Covering Lifts Euro and Yen; More to Come?





Steep losses in the dollar, stocks and commodities, for sure, but does it really signal a systemic crisis? 

 
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