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Pressure Builds

Commentary in the past 24 hours has revolved around Draghi’s indifference to Euro strength and the US administration’s “strong, not strong” US Dollar policy. For the record, let’s just bookmark those 28 seconds of President Trump telling us “ultimately I want to see a strong dollar”. We may yet see the return and recantation of…

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EUR/USD higher = Liquidity Taps Off

Oh the poor US Dollar. How different it all was a year ago, where Trump was inaugurated to the lilting tones of a thousand sell-side analysts calling EUR/USD to parity. With the US Dollar shedding 15% against the Euro since then, has The Donald already failed to Make America Great Again? For once, Blondemoney isn’t…

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Nothing Much to See Here, Please Move Along Part 2

In the midst of a US government shutdown and an underwhelming victory for the SPD in their vote to join a Grand Coalition, the market just shrugs its shoulders and carries on. A developing theme is that in which the passive money will now only cause market movements once forecastable events become reality, rather than…

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Good inflation

With higher bond yields a-go-go, and equity markets continuing to make record highs, doesn’t this feel like a little bit more than just Goldilocks? Doesn’t it feel, whisper it, like a kind of proper boom? The JPM Global PMI index is at 7 year highs, after all. And now we have some US tax cuts…

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In the Land of the Blind, the One-Eyed Man is King

Sometimes it’s not all about a big narrative. Sometimes, it is important to sweat the small stuff. Here’s a menu of tidbits to bear in mind while the Euphoria of cheap passive money being put to work continues: The UK Labour Party lurches left At yesterday’s elections to Labour’s National Executive Committee, the big winners…

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