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A New Reality For Financial Markets
We have yet to see any material impact from the US administration’s soft Dollar trade policy initiative, but this is a story that is getting more and more attention and a story that poses a serious downside risk to the global economy.
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Dollar Dynamics, Global Trade And Inflation
The Dollar has been uptrending since mid-2018 and there have been periods in recent days where the Buck has looked like it wanted to extend the run.
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Market Still Shaky On Fed Outlook
We come into Wednesday with the US Dollar having generated a fresh wave of demand from shorter-term spec accounts after these accounts reconsidered Fed rate cut bets in the aftermath of an above-forecast US retail sales print.
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Pound Still Haunted By No-Deal Brexit Prospect
The Pound took a hard hit in Tuesday trade despite a raft of economic data that would have argued for a stronger performance for the UK currency.
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Tuesday Calendar Gets Busy
Activity is expected to pick up, with Tuesday's calendar featuring a healthy amount of calendar risk.
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Pound Weighed Down In Slow Start To Week
Slow start to the week, but not without US equity futures extending their record run on the back of some well-received early Monday China data.
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Latest Comments
Still Waiting On The Fed Chair
10 days ago

Those won't be here, but if you are subscribed to this feed, you will be getting two calls a day, along with special reports (usually one per week around a major event) and some technical overviews of major FX markets (these are updated based on the need to do so..ie if markets are just consolidating, no change to the commentary, so no need for new technical updates). Thanks for taking the research in. Glad you're making use of it.

Still Waiting On The Fed Chair
11 days ago

Thank you. Please refer to our daily pdf report offering a little more in the way of country specific color. https://www.lmax.com/blog/global-fx-insights/

Powell Offers His Reassurances To Investors
11 days ago

We believe we're in a very dangerous place right now, where the Fed needs to be more worried about financial stability risk associated with a strategy that continues to direct investors into a stock market that has flown way to high on borrowed wings. A capitulation in stocks has been overdue and should be a healthy, yet painful step, in finally moving on from a crisis that started over a decade ago.

As far as the US administration goes, it's interesting. The US administration has been committed to a trade policy that should pressure the US Dollar lower, not higher. This strategy is therefore aligned with a loose form of monetary policy, which means the more the administration pushes to disrupt on the trade front, in an effort to rebalance the US economy, the more it pressures the Fed to do exactly what it wants - which is to continue to see a Fed that errs on the side of rate cuts and accommodation (ie equals soft Dollar).

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LMAX Exchange Commented on Still Waiting On The Fed Chair:

Those won't be here, but if you are subscribed to this feed, you will be getting two calls a day, along with special reports (usually one per week around a major event) and some technical overviews of maj...

more
LMAX Exchange Commented on Still Waiting On The Fed Chair:

Thank you. Please refer to our daily pdf report offering a little more in the way of country specific color. https://www.lmax.com/blog/global-fx-insights/

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