Brent Donnelly | Time To Reload USD Shorts
Six reasons to jump back in the pool
De-dollarization | Threads vs Twitter | Inflation-yields
Our quick examination of Meta’s new Threads social platform against Twitter. Paul Krugman on de-dollarization.
JPM on FX/rates | STIs | Wilson psychodrama
JP Morgan analysts quantify the expected impact of the backlog of US Treasury and T-Bill issuance on markets. The maths and Game Theory behind the UK’s rising cases of sexual transmitted infections.
De-dollarization | Changing nexus in commodity prices?
A recent BIS paper looks at the change in correlation between commodity prices and the US dollar. We evaluate whether this shift in paradigm is temporary or permanent.
(2) De-dollarization | Swiss Banking | Block (SQ) shorts
Hindenburg’s flimsy short thesis.
Big Bear capitulates | US rates
Morgan Stanley’s Mike Wilson finally capitulates on bearish S&P 500 call
Have hawks finally lost altitude?
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Tantrum “lite” won’t help US Dollar
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US markets playing along to Fed tune…for now
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Non-Japan Asia: NEERs and FX intervention
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