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Kai
, 4 tweets, 1 min read Read on Twitter
back. 👋

going through some stuff...first thing noticed,DXY seems to have broken 6M resistance,now 98handle.

Not really a surprise given Europe’s woes which contributes ~60%,but it’s a general US$ strength across the board,poison for EM,which loopholes to DM... deja-vu ?
some major stock indices also look vulnerable for a correction however small or large that might be.

And obviously IV is comfortable suppressed, lulling everyone this one-way street and velocity since Christmas (e.g. NDX +33% ) will continue and the sky is the limit. #NotNormal
CAC is impressively up +23% in 4mths in a 52 ° monster move.
#NotNormal
FED has to step in XXL to even more dovish than ECB, BoC, RBA, RBNZ etc, otherwise US$ going through the roof.

Yield surge has been contained which helps EM, next step has to be even more aggressive to contain currency strength.

A too strong US$ and Global Macro will nosedive
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