Long USD Index DXY via UUP calls Sep21'18 24C (fundamentals+TA)
Why we still favor a stronger USD
Potentially strong US labor market data after positive ADP report
Market (and Fed) underpricing inflation?
Still low and disappointing inflation in Europe making it difficult for ECB to start normalizing
Long EUR speculative positioning at record high
Deteriorating twin deficit in US priced in
Potentially strong US labor market data after positive ADP report
Market (and Fed) underpricing inflation?
Still low and disappointing inflation in Europe making it difficult for ECB to start normalizing
Long EUR speculative positioning at record high
Deteriorating twin deficit in US priced in
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