Category Archives: Dollar

Dollar Index Spanked After FOMC – Nears Key Support

The Dollar Index was spanked today after what the market percieved as a dovish FOMC statement.    Kind of odd as early inflation indicators starting to pick up. We were expecting a short-term rally as everyone is long the euro/dollar pair, … Continue reading

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Dollar Index & Mexican Peso Dancing To The Same Tune

What tune is that?   The Trump slump. Even though the Euro makes up almost 58 percent of the dollar index,  the dollar is going down  for the very same reasons the Mexican peso is going up.   The poor start … Continue reading

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Almost All World’s Currencies Undervalued

We’ve put together a couple of tables showing the undervaluation of the world’s currencies based on their 2016 purchasing power parity against the U.S. dollar. The Purchasing-power-parity (PPP) between two countries is the rate at which the currency of one … Continue reading

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How Are Those “Crowded Trades” Doing?

We take a look here at what BofA/Merrill Lynch has surveyed as the “most crowded trades” in the market.  Most are taking on water as the crowd is leaning to the same side of the boat. Big losses for Japanese … Continue reading

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How Big Are The Emerging Markets?

We put together a nice table and some charts of the relative size of emerging market (EM) economies as a percent of World GDP and total EM GDP based on regions.  The data are from the IMF’s October 2016 World … Continue reading

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Bad payrolls equal weaker dollar? – FT

John Authers on disappointing unemployment data in the US, and a volatile market reaction. Filmed by John Authers. Edited by Paolo Pascual. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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Crucial week for currencies – FT

The dollar’s strength is the foremost factor in currency markets, with the Fed expected to be the first major central bank to raise rates. The FT’s Roger Blitz and Ralph Atkins discuss the impact of this week’s data and two … Continue reading

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Is the dollar bull run over? – FT

The dollar bull run of the past year is reaching an end, according to long-term dollar bull David Bloom, head of foreign exchange strategy at HSBC. He explains why to Long View columnist John Authers. For more video content from … Continue reading

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