A stronger dollar is collatera-To The Moon - Tiger Brokers Online Investing Community - To The Moon

A stronger dollar is collateral damage. The ECB is also hawking, but the Bank of England is sitting still and the Bank of Japan is still on the loose edge – the relative strength of the dollar will neutralise emerging markets and commodities

A Dove Breaks Fed Hawk Chorus — Can S&P's Best Day in a Month Survive Tonight's Jobs Report?

Waller broke weeks of hawkish pressure: he backs holding rates while progress toward 2% continues. Hike odds this month fell 70% to 50%, the 10-year 4.81% to 4.74%. S&P +1.06%, Dow +614 points, best day in a month: Microsoft +2.68%, Meta +3.01%. Ease the pressure and the priciest assets bounce first. But this dove is on loan: the range is still 3.50–3.75%, three members backed a hike in July, and September 16 is live. Tonight's payrolls decide: consensus +56,000 after July's −23,000, and hourly earnings at +3.0% is what matters. Call peak rates before the data, or trust only the hold?

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Comments

AdelaideFox
08-31
AdelaideFox
Dollar debt stress is the missing link here. A stronger dollar also tightens EM funding and pulls capital out before commodities even react

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