Weekly G8 FX Notes — 2021/05/10
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Wk24 MacroTechnicals - Trimmed Gets Mean
If CPI confirms bleed through into core, there is nothing Warsh can say or do to convince the market otherwise
Wk23 MacroTechnicals - Dispersion Trap
Comfortable markets, uncomfortable backdrop
Wk22 MacroTechnicals - Bullish Optics, Bearish Reality
AI and Iran deal optimism collides with rising inflation risk and tightening fincon
Wk21 MacroTechnicals - Bloody Car Crash
Risk backdrop has shifted. Fed hike now priced by mid-2027, yields and dollar are moving higher, EMFX and metals started to crack, and equities are literally hanging by a thread of AI leadership