1) Medium Term: #Fed Hawkish, #ECB Dovish
As the Federal Reserve begins discussing tapering, the ECB is still providing stimulus. A hawkish Fed is confirming a stronger economy while the ECB confirming weakness.
As the Federal Reserve begins discussing tapering, the ECB is still providing stimulus. A hawkish Fed is confirming a stronger economy while the ECB confirming weakness.
2) Medium Term: Treasury General Account Drawdown Largely Over
$300mm remaining with $750bn already done, causing this downward pressure on the $DXY to wane
$300mm remaining with $750bn already done, causing this downward pressure on the $DXY to wane
3) Medium Term: US Growth Expectations
4. Medium Term: $DXY Technicals
5. Long Term: 18 Month $DXY Model
6. Long-term: Government Still Showing Signs of Providing #Stimulus #infrastructure
whitehouse.gov/briefing-room/…
whitehouse.gov/briefing-room/…
7. Long-term: The Federal Reserves Conundrum
"The #Fed will have to continuously print to prop up asset prices and keep interest rates low to maintain solvency of pension and keep the market from imploding on itself."
derman-capital.medium.com/the-conundrum-…
"The #Fed will have to continuously print to prop up asset prices and keep interest rates low to maintain solvency of pension and keep the market from imploding on itself."
derman-capital.medium.com/the-conundrum-…
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