US Dollar
Yen Ready To Rally: Short EUR/JPY Now, USD/JPY Later…
Microsoft has gone up in a worryingly near-perfect straight line with dimension 1.098. Take August off before making a big commitment to stocks. Plus: a new tactical trade is to go long USD/HUF.
EUR/USD Breaks Down, Near-Term Setup Still Fragile…
We will only move to a fully defensive stance if the “whites of the recession’s eyes” appear. So far, they have not. We will be increasingly looking to our MacroQuant model for guidance on when the next turning point in markets may come.
US-EU Trade Deal Lifts Uncertainty, Not Tariff Pressure…
A Tactical USD Reversal?
A…
The Strategic Long Euro Trade…
Breaking The Buck: EUR/USD Is Headed For 1.40…
EUR/USD is in a multi-year bull market. A short-term pause is likely, but the longer-term trend remains higher toward 1.25, and eventually 1.40.
In this chartbook, we look at the balance of payments across DM and EM countries. The US does not fare well, but neither do a few other countries.