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MacroThoughts...

*FITCH: MAY REVIEW U.S. RTG NEGATIVELY W/O DEBT CEILING RAISE - BBG
Retweeted by MacroThoughts...
Government Shutdown may be in @realDonaldTrump interest, will certainly hasten the USD lower...
It's not the Phillips Curve that is broken... It's the markets... After severe manipulation by global Central Banks...
Then again... This is the first President in a while to bring the Sun and Moon together... twitter.com/lloydblankfein…
This meeting of JCS Chairman&US top military w/PLA leadership AND W/PRESIDENT XI marks historic shift,after>decade of neglect twitter.com/Halsrethink/st…
Retweeted by MacroThoughts...
If my son gets 1 million 'subs' i may be able to quit working youtu.be/27F8tY7XZSE
The new Mercedes-Maybach concept is a gorgeous 20-foot-long convertible bloom.bg/2v0z3jW
Retweeted by MacroThoughts...
More likely Bannon will continue to work for @realDonaldTrump outside the White House... Less shackles. twitter.com/D_Blanchflower…
Remember in House of Cards... Better to have 1 person in the White House and 1 outside... twitter.com/DCBorthwick/st…
Unrestricted outside the White House walls... twitter.com/business/statu…
I've told you so many times at the Round tables... twitter.com/ScottGamm/stat…
Sometimes White House folks can get more done outside the White House grounds...
Under pressure? It could be argued the only pressure is coming from MSM. twitter.com/CNBCi/status/8…
Last time they said this USDCNY sank. And EURUSD rallied much, much higher. I like significant USD weakness from here. twitter.com/zerohedge/stat…
USD Weakness To Continue, Despite ECB Comments: Borthwick bloomberg.com/news/audio/201… via @business
USD Weakness To Continue, Despite ECB Comments: Borthwick lnkd.in/djKJhkB
I'll be on @BloombergRadio at 11.04 to chat about EUR, China and @realDonaldTrump weak USD policy which is driving US earnings higher.
EU exports to US make up only 20% of total exports... When ECB is concerned about EUR strength don't assume it means against the USD...
Meanwhile, US is expressing concern over the strength of the USD... twitter.com/Schuldensuehne…
No inflation, and export prospects enhanced... Weak USD in US interest...
Also, that FT article is wrong: Central Banks Now Own A Third Of The Entire $54 Trillion Global Bond Market zerohedge.com/news/2017-06-0…
Retweeted by MacroThoughts...
02:50:26 PM [RTRS] - GERMAN FINMIN SCHAEUBLE SAYS I AM NOT PLEASED ABOUT THE ECB'S LOW INTEREST RATE POLICY AND I HOPE IT SOON ENDS
Retweeted by MacroThoughts...
The Outlook: Dollar’s slide has near-term upside for sluggish U.S. economy wsj.com/articles/dolla… via @WSJ
... and doesn't every 10% rise in the EUR also add around 5% to US Earnings? @realDonaldTrump is bringing earnings back to the US. twitter.com/Convertbond/st…
No idea how old this is, but I fell to the floor laughing twitter.com/Attenboroughs_…
China neutral if North Korea goes first strike is huge for @realDonaldTrump . When was the last time #China sided with US?
Smells like every day it's above 16, the heat rises on the hedge fund floor... twitter.com/Bamabroker/sta…
Just getting started. Still a fraction of the net shorts when the EURUSD collapsed... twitter.com/fxmacro/status…
I was always taught that with full employment, scarcity of labor would push up the cost of labor... I guess this time it's different...
MATTIS SAYS MY RESPONSIBILITY IS TO HAVE MILITARY OPTIONS SHOULD THEY BE NEEDED, BUT U.S. PREFERS DIPLOMATIC APPROACH TO NORTH KOREAN THREAT
Retweeted by MacroThoughts...
I'll be on @BloombergRadio at 7.05 talking $, $JPY and $CNY... More USD weakness to come...
FED'S DUDLEY: WEAK DOLLAR SHOULD HELP BOOST IMPORT PRICES, HELP PUSH UP INFLATION
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BULLARD SAYS WEAK DOLLAR DOES MAKE SENSE AS EUROPE STRENGTHENS
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"Well we're going to run out of money in the early afternoon." Alistair Darling remembers the "scariest" moment of the financial crash
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Export-reliant Germany ‘euphoric’ even as the euro soars? Yes — here’s why on.mktw.net/2hIOr2l
Retweeted by MacroThoughts...
EX-BOJ KIUCHI: BOJ NOT CLOSELY MONITORING EASING SIDE-EFFECTS bearish usd/jpy
Retweeted by MacroThoughts...
EX-BOJ KIUCHI: BOJ MAY START NORMALIZING IF GOVT, BOJ SHIFT bearish usd/jpy
Retweeted by MacroThoughts...
EX-BOJ KIUCHI: BOJ MAY CHANGE 10-YR YIELD TARGET TO 3-,5-YRS bearish usd/jpy
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*KENT: A$ APPRECIATION IS MORE STORY ABOUT USD DEPRECIATION
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