Currencies Social Media and Updates
Currencies Social Media and Updates
Bank of France Governor Francois Villeroy de Galhau says his successor must be independent and committed to Europe after his early resignation gave President Emmanuel Macron a surprise opportunity to pick the next central bank chief https://t.co/VVGP1D9Dj6 via @WHorobin https://t.co/rmqeTU4qJ7
US Dollar Short-term Outlook: USD Coils Between Key Levels – Breakout Looms https://t.co/CxUMkIN5mg $DXY Daily & 240min Charts https://t.co/ILpuVkkqnw
EU Parliament Backs Digital Euro for Both Online and Offline Use - Fintech Schweiz Digital Finance News - FintechNewsCH https://t.co/mgf2DlIs9B
US Dollar is Mostly Firmer, amid Weak Conviction: The US dollar was sold to new session lows against several currency pairs late in the North American afternoon yesterday, but there has been little follow-through today. The greenback is firmer against…...
Anyone who trusts official Chinese reserve data is a fool. The blind spot in the official narrative about China "dropping the dollar" is China's continued SHADOW dollar reserve accumulation, which looks like the below chart👇 The big January increase in state banks'...
$USD recovered from the late sell-off in North America yesterday. It is trading firmer against most G10 currencies, but short-term participants seem to lack much conviction. Key US data and SCOTUS still lie ahead. See https://t.co/Ax3iZrTLT7 https://t.co/01M5ylxWt7
The markets are extending higher after yesterday's V-shaped recovery - here's what it means 👇
ECB yield caps give the illusion of fiscal sustainability, but it's just an illusion. A real shock like Russia's invasion of Ukraine shows high-debt countries have no money to help Ukraine. For the sake of Europe, the ECB needs to...
Once you reach 60, your conditional life expectancy is another 20+ years. Problem in Southern Europe is that relatively few people work, so population aging becomes very expensive for the state. That only gets fixed if the ECB steps back...
Egypt's inflation rate is 11.9%/yr. Egypt's money supply (M3) is growing at 22.7%, ABOVE Hanke's Golden Growth Rate range from 13.1%/yr-17.1%/yr, consistent with hitting its inflation target range of 5%/yr-9%/yr. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/V2EApGpMCY
Will stock markets tip over amid worries about the Fed dragging its feet on rate cuts? FOMC meeting minutes are in focus. #stockmarkets #fed #fomc #dollar #macro #trading https://t.co/yYSQfOx27L
How to trade it: → Candle closes above prior session high — look long on the first pullback to that level. Old resistance becomes new support. → Candle closes below prior session low — look short on the retest. Old support becomes...
Stop watching every candle. Only ONE matters... Not the first candle. Not the biggest candle. The candle that CLOSES above or below the prior session high or low. That's the candle that changes everything. Here's why most traders get this wrong: They see price...
Today, US-Iran nuclear talks began in Geneva. As the talks start, the Iranian rial is in the tank. It has depreciated by over 43% against the dollar in the past year, making it THE SECOND WORST CURRENCY IN THE WORLD. https://t.co/PORIO6lGtc
Fed governor Michael Barr's latest speech contains 1) A short part on the current policy outlook. The key guidance: "Based on current conditions and the data in hand, it will likely be appropriate to hold rates steady for some time." 2) A...
DXY, GBP/USD, AUD/USD, Gold, Bitcoin, Oil Weekly Technical Outlook (webinar archive) https://t.co/nitfuFDsGb Asset Chaptered on YouTube: https://t.co/yidtEBNR4M
Two different measures of business inflation expectations have essentially returned to pre-pandemic levels. The Atlanta Fed survey (dark line), which asks businesses how much they expect their own unit costs to change, is back at 2%—right where it was in 2019....
Notable acceleration in the fx securities book of the Chinese state banks (And their reverse repo/ other funding of global financial institutions) in January -- consistent with the $90b monthly increase in the reported fx balance sheet https://t.co/PNDncW2w2s
If there was something else to "dig into", I would have. Dollar Up has its implied Correlation Risk today. I'll do what the signal does. It didn't change.
A few of our weekly inputs have come in for US growth. We continue to rebound hard cyclically. EURUSD down, US assets (soon) up, and ISM PMI towards 60 by summer. Our Nowcast IQ is telling a VERY contrarian story to...
$EURUSD has pulled back from its failed run on 1.20 a few weeks back - aligned to a 38.2% Fib of the 2008 to 2022 bear wave. Meanwhile, net speculative futures positioning has jumped this past week to its heaviest net-long...
As @RayDalio, founder of the world's LARGEST hedge fund told @TuckerCarlson on central bank digital currencies: "There will be no privacy... all transactions will be known... and if you're politically disfavored, you could be shut off." https://t.co/3H4Lcz4ysb
On this week's Hanke's #CurrencyWatchlist, the North Korean won ranks as the WORLD'S 3RD WORST currency. The won has depreciated by 41% against the USD over the past year. PLIGHT OF THE WON = ONE OF THE WORLD’S MOST UNREPORTED STORIES. https://t.co/7leiebPd5D
Low-debt countries like Germany are hopelessly outnumbered at the ECB. That's why ECB policy is inexorably drifting to help high-debt countries at the expense of low debt ones. So no surprise BuBa President Nagel supports Eurobonds. Going with the flow......
UK Unemployment Rises and Private Pay Increases Slow to Five-Year Lows, Pulling Sterling Lower: The US dollar is mixed against the G10 currencies. A healthy reception to Japan’s five-year bond auction helped extend the rally in JGBs, and despite the…...
Wrong. Vast majority of gold buyers have been non Americans that are more worried that their own fiat currencies will lose value than they are about the USD losing value. And while foreign CBs purchased around $100B of gold...
Disappointing UK jobs data and German ZEW expectations is helping the $USD extend its gains today. Robust reception to Japan's 5yr bond sales helped ignite JGB rally and lifted the $JPY. Softer US rates and heavier equities after US holiday....
"38% of FMS investors believe that, all else equal, the nomination of Kevin Warsh as the next Fed Chair will likely lead to higher US Treasury yields and a lower US dollar." - BofA Global Fund Manager Survey https://t.co/5m0L3ZjRg1
Correlation Math #Quad3 Dynamics very much in play on a Dollar Up (Gold Down) morning https://t.co/QACdjs8zu2
Beijing really just outsourced its reserves to its state banks, and shifted out of US custodians High return on investment tho. Tons of folks swallow the fall in reported Treasury holdings hook, line and sinker https://t.co/MKw3EJlSuR
The annualized measures of Chinese intervention over the last 3ms that capture backdoor intervention by the state banks are at all time highs in dollar terms -- over $200b a quarter/ over $800b annualized https://t.co/7vlh3tf4CX
On this week's Hanke's #CurrencyWatchlist, the Iranian rial ranks as the WORLD'S 2ND WORST currency. The rial has depreciated by 44% against the USD over the past year. RIAL = THE GREAT DESTABILIZER. https://t.co/06OiclsaSq
On this week's Hanke's #CurrencyWatchlist, the Venezuelan bolivar ranks as the WORLD'S WORST currency. The bolivar has depreciated by over 87% against the USD in the past year. IT’S TIME TO DUMP THE BOLIVAR AND REPLACE IT WITH THE US DOLLAR. https://t.co/dHtPzNew81
⚠️The US Dollar's role in global reserves is FALLING: USD share in global currency reserves dropped to ~40%, the lowest in at least 25 years. This is down from ~58% a decade ago. During the same period, gold’s share has risen from 16%...
Back in Brussels today for the #Eurogroup meeting, where we discussed: 🔹 euro area policy priorities for 2026 🔹 the international role of the euro https://t.co/FAa7OvZiMt
Two things are simultaneously true -- a) China's surplus doesn't automatically flow into its fx reserves and then into Treasuries and Agencies b) China's large ongoing surplus (+ the increase in fx assets of the state banks) cautions against using the...
One of a number of potentially important macro divergences that occurred in 2H25 is shown below. For the prior 10+ years, foreign Central Banks sold USTs when the USD rose and bought USTs when the USD fell. In 2H25, foreign CB’s sold...
New trading week = big clues for rates 👀 Futures up, gold down, dollar strong… what is the market betting on for Fed cuts in 2026? Fed speakers, FOMC minutes, global data & a surprise risk event ahead Watch the video before you...
We live in a beggar-thy-neighbor world. Everyone is trying to get their currencies down except for the Euro zone, another symptom of geopolitical weakness. While everyone else is managing their currencies down, the Euro is suffering from benign neglect... https://t.co/QpUo91Xcq2 https://t.co/7qByDtUMFN
In subdued foreign exchange turnover, the dollar enjoys a firmer bias against most G10 currencies amid on broadly consolidative tone. https://t.co/cyTShaySWO
Note that there are 1.3 bln euro options at $1.1850 that expire today. The $euro just tested the strike and it held.
Markets closed today… which means PERFECT time to prepare and talk about the week ahead The traders who win this week are already preparing today. ⏰ Join us LIVE at 8:45AM ET Learn. Prepare. Trade. Because the market rewards the prepared 👇 https://t.co/m6ZWYcjupv
US and China's mainland markets are closed today. The FX market is calmer and most G10 currencies are little changed. $JPY is the notable exception as disappointing data weighs on it. See https://t.co/cyTShaySWO https://t.co/ZB9uMP7xUC
What's on tap for the week ahead? An increased frequency of volatility meets a holiday liquidity gap, while a run of event risk weighs in on the steadily deflating US premium. https://t.co/17IH2lFIn0 https://t.co/AlKhX25xxn
**Reminder: Markets Closed tomorrow in observance of Presidents Day Weekly Technical Outlook Webinar will be on Tuesday at 8:30am ET Interactive Session: https://t.co/EpyXNC6zVR Live Stream on YouTube: https://t.co/iiptWpNEz9
This isn’t a victory lap, and it isn’t a doom story. The U.S. economy is closer to a soft landing than it’s been in some time, and there are real risks that could undo it from multiple directions. I try...
The ECB will raise interest rates at least once this year, significantly boosting the euro against the dollar, according to Capital Group, the $3.3 trillion asset manager https://t.co/CFxgbQlz0Q via @Sujata_markets https://t.co/6EBSHD6SYI
There's lots of commentary that US inflation will overheat, but there's no sign of that. My proxy for core services inflation was very well behaved in all of 2025 (purple) and the Jan. '26 data point (pink) was much more...
Deep dive into Chinese Foreign Exchange Reserves in today's version of the Chartbook Top Links. https://t.co/Yc09wNGpPK
The best macro trade of the past 5 years was Warren buffet’s Japanese bond issuance imo. Got him short the currency, short rates all while he was long the equities (trading houses).
