Talking about how UMich, crude oil, 2s10s, SPX and CPI perform into and after the starts tightening.
The Fed continues its series of unforced errors. USDCNH is coiling like a coily thing. 5-star video game recommendation inside.
Quick points about CPI, the structural EUR bull story, NASDAQ 200-day and more.
The UK yield curve is sending a dramatically different signal than the German yield curve and that is probably bullish EURGBP.
The huge move in EU peripheral spreads highlights the difficulties of central bank tightening during a debt trap.
The direction and change in rates is much more important than the level of rates when it comes to trading FX.
Is AMZN stock the next COVID beneficiary to fall as the pandemic ends and we shift away from massive overconsumption of goods?
When a good strat or economist changes their tune: It’s worth paying attention. Also: The Fed prefers to follow the market in tightening cycles.
Why AUD might finally moon. The USD turned exactly on schedule. Chipmunks are just really small squirrels.
Many bearish USD factors are converging here at month end.
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Mauldin Economics
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