When Trump/Mnuchin talk and tweet about a dollar too high, what can they really do about it? What actions does the president, treasury secretary need to take to flatten out a long term dollar rally? The trade policies he is actively pursuing are ...

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Cool. Chart meant to point out not just any vol but implied vol in xxx/USD and 10yt price. Suggesting bullish dollar.

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My feeling was that the new US president showing zeal and (the appearance of) expedience in his efforts to push a protectionist international trade policy, that should lead strong dollar expectations for several reasons nicely laid out in a link ...

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TPP was no mystery of course. And scrapping a deal before it's made is naturally different than 'renegotiating' the existing NAFTA. He certainly has wasted no time on this initial talk. Should get interesting from here out.

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Ok. Never mind. Have a nice day.

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Dude kind of gives himself up by calling Obama an "Affirmative Action President" don't you think? Hard for me to take seriously after that anyway. This one gets my vote for "balance": url

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Chiming in just to mention he doesn't need to back down. For Trump to have the the leverage required to force the parts of his agenda that Republicans dislike, and there are many, he would need approval ratings near 1.5 times current. Only point ...

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It does. Thanks

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@sisse I know you don't like to chew the specific daily TA marks too much so just a quick question to check my understanding: Was it the break of 1.067x that hinted at unlocking 1.084 and the break of 1.068x yesterday that actually unlocked it? And ...

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Music to my ears at the moment.

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It's expectations that matters. Market wants to position for what is coming from Trumpenomics. All we got to go on is what he says. And he says a lot. He can swing large cap stock prices up or down with a tweet. He can do the same with currencies ...

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I'm too close again I guess. Expensive tickets tend to make you pick up the zoom lens. Thanks

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I guess I have a basic misunderstanding about why eu is retracing it's steps right now as opposed to Thursday/Friday. If we are looking at risk off due to UK why a dollar dip? What, if not Trump comments last night is driving USD? I understand these ...

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How much of a fundamental game changer is it when the US president talks the dollar down? Think I need to be scrapping my map altogether right now and starting over. Lost.

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I am thinking US inauguration day may offer a clue for what's to come in the near future in the bond market and USD (equities too, naturally). May be wrong to think that very day will offer any real volatility but I'll be watching the days/week ...

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Looking like a fat GU gap to open

The Swamp

On the long equities and dollar/short treasuries trump bump side it does seem markets have at least begun a shift from expectations of tax cuts and fiscal stimulus (buy the talk) to one more cautiously waiting for action on those fronts (sell the ...

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Well I covered a lot of ground this week. Walked 200 miles to the left and took a left. Then walked another 200 miles and took another left. Crawled 200 more miles and took a left again, barely made it the last 200 miles to right back to where I ...

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