USD
The USD is described as supported by higher US real rates and a widening Federal Reserve–Bank of England policy gap, with GBP/USD risks tilted lower. 13 Others argue fiscal dominance is undermining the usual relationship between economic data and Treasury yields, making a much weaker USD the only exit. 4 The material also presents currency debasement as a longer-term risk, with Nicky Shiels expecting gold to outperform the USD and real yields. 5
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 bullish
Bullish
- LGLuke GromenBullish Expects the USD to rise on US austerity. “the USD would rise on US austerity” Open the post ONE OF BIGGEST VARIANT PERCEPTION IN MARKETS IMO… · 8 Oct
1 bullish
Mentions
9 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Luke Gromen 3 mentions
- Vlad Novakovski 1 mention
- Walter Bloomberg 1 mention
- Gary Bohm 1 mention
- Eric Balchunas 1 mention
- Johann Kerbrat 1 mention
- Quinn Thompson 1 mention
- Chris Marcus 1 mention
See what your own voices say about USD, every morning.
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