Speculation for Macro: I argue that price and consumer price inflation do not influence equities as much as the dollar. Investors who are betting on stocks because of 'inflation' will be in for a shock. Yields indicate we may be entering stagflation. Economic slowdown and rising dollar will prove a stronger force than consumer price inflation. After all the...
Idea for Currencies/Macro: - Contrary to popular belief, since 2008, the dollar RISES with Fed Balance Sheet expansion. - There is currently a large divergence which I speculate to close with the dollar rising. Either the Fed Balance Sheet can be reduced, or the dollar will rise... Obviously the balance sheet will not be reduced for a long time, if ever. Why is...
It is my first try in Euro/US dollar futures. Main price move I expect up. Good point for entry I see below 1.1259. Also, price can move up right from here. If you have questions, write in comments or private message.