From Adem Tumerkan: One month ago, President Trump publicly criticized the Federal Reserve’s rate hikes. I wrote about it that morning – highlighting his tweet.
From Bryce Coward, CFA: We are living through a period of extremely crowded trades at the moment, as Jeff Gundlach notably quipped several days ago.
From Contrarian Outlook: If you noticed American stocks selling off last week and you’re confused as to why, it’s because of an obscure corner of financial markets that might become one of the biggest stories of 2018: the Turkish lira.
From Invesco: Activity in currency markets has more than tripled in the last two decades. Between 2001 and 2016, global turnover in currency markets rose from $1.2 trillion to $5.1 trillion,1 and the geopolitical disruption of the last two years has increased currency activity even further.
From Invesco: Invesco Fixed Income shares its views on currencies around the world, including potential for U.S. dollar appreciation amid trade wars.
From Invesco: August is upon us and lingering issues are heating up, with the potential to impact markets during the second half. Below, I recap three important events from last week and highlight four key issues to watch in August.
From Adem Tumerkan: I have no doubt that the ongoing trade war’s evolving into the next round of currency wars.
From Palisade Research: Who says that the President doesn’t – and shouldn’t – pay attention to the U.S. Dollar’s value?
From Chris Kimble: The US Dollar hit peaked in January of 2017 and started creating a series of lower highs and lower lows, which has formed falling channel (1) in the chart below.
From Invesco: Invesco Fixed Income shares its views on currencies around the world, including expectations for U.S. dollar volatility.
From Chris Kimble: King Dollar is a major player in the financial markets. And its moves are especially important to commodities and emerging markets.
From Invesco: Invesco Fixed Income shares its views on currencies around the world, including anticipation for US dollar weakness over the long term, despite the recent rebound.
From Adem Tumerkan: Former Federal Reserve Chairman – Ben ‘Helicopter’ Bernanke – just threw cold water on the mainstream growth narrative. He said the economy by 2020 is going to go right over the cliff.
From Chris Kimble: Several weeks back, we highlighted why the US Dollar might be due for a rally… and how this could slow the rise in precious metals prices. The greenback was deeply oversold and testing a confluence of price support.
From WisdomTree: As we seek to understand movements of the U.S. dollar, we’ve noticed that there are three big-picture factors that come up time and again.