Commitment of Traders

Marc To Market's picture

Every One Wants Dollars (Again)





Contrary to the death of the dollar chatter, the US currency continues to appreciate.  Here's why there is still punch left in the bowl.  

 
Marc To Market's picture

Thoughts about the Price Action





No heavy ideological axe to griind or conspiracy theories to propound, just a simple look at the price action in the capital markets.

 
Marc To Market's picture

Dollar Bulls Ahead





Yes the US does not practice laissez faire capitalism.  It never did.  It manipulates sets intersest rates.  The fx market is still understandable and the dollar is moving higher.

 
Marc To Market's picture

Near-Term Dollar Outlook





There may be one great conspiracy dictating the course of the capital market, but if there is not, what is the near-term outlook for the dollar?  

 
Marc To Market's picture

Dollar is Stretched, but will it Correct?





Overview of the technical outlook for the major currencies, bonds, Treasuries, stocks, CRB and oil.

 
Marc To Market's picture

Dollar Rally Set to Pause





Outlook of the foreign exchange market in the week ahead, with some observations about equities and bonds.

 
Marc To Market's picture

Fade the Break?





Near-term outlook for the dollar, without resorting to inflammatory and unproven claims.

 
Marc To Market's picture

Dollar Technicals not as Strong as Fundamentals





Dispassionate overview of the price action in the foreign exchange market in the context of the funamental developments.    

 
Marc To Market's picture

New Ranges in FX





An overview of the price action in the FX market and a look at US 10-year yields.  No ride on an ideological hobbie horse or axe to grind.  Just trying to make sense of the price aciton

 
Tyler Durden's picture

The $1.5 Trillion Short And Noisy Inflation Trades





On the day after Chairman Yellen’s press conference, investors aggressively bid up inflation trades across numerous asset classes. Gold and silver rallied sharply, TIPS implied inflation breakevens widened (despite a new slug of 30-year supply), Treasury yields rose, and the yield curve steepened. Based on investor positioning and market sentiment (CFTC’s Commitment of Traders data show record net short positions exceeding $1.5 trillion in notional rates exposure among speculators in the eurodollar futures markets), there’s decent potential for additional gains in these inflation expressions in the days and weeks ahead.

 
Marc To Market's picture

FX: As You Were





A look at the likely price action in the forex market in the week ahead.

 
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