John Hardy
Head of FX Strategy
- @johnjhardy
More virus -> Indian nurse in Saudi hospital infected by coronavirus -Indian minister's tweet https://t.co/Svc16TnQn4
- @johnjhardy
"spreads its wings only with the falling of the dusk ... " https://t.co/LJwM4lFCvK https://t.co/6STXfX9WvF
- @johnjhardy
But statement guided that "rates at present or lower levels until inflation goal near"... zzzzzz ....... https://t.co/bdConzfYt0
- @johnjhardy
As @AndreasSteno points out, the US yield curve has to steepen to get USD lower - if long yields continue to refuse… https://t.co/1Fp3bJRiF5
- @johnjhardy
RT @Steen_Jakobsen: Our Q1 Outlook is out! The Great Climate Shift - the team has done a great job trying to look at how climate could / wi…
- @johnjhardy
I wonder if this is driving lack of price discovery in IG bonds (compared to properly distressed stuff) and insane… https://t.co/N49vdJ5j2I
- @johnjhardy
RT @caixin: The Wuhan virus looks set to hit China’s box office hard, with all eight Lunar New Year film premieres delayed indefinitely. Us…
- @johnjhardy
Gas Exports Have a Dirty Secret: A Carbon Footprint Rivaling Coal’s https://t.co/F3EIxIU3CH via @YahooFinance
- @johnjhardy
Irving Fisher (just before 1929 Wall Street crash) claimed that the stock market had reached "a permanently high pl… https://t.co/PvKBwdkQoF
- @johnjhardy
Far more dangerous for Trump in 2020 than Ukraine stuff no one cares about (except to confirm bias) "The White Hous… https://t.co/Oj7OodT6h2
- @johnjhardy
RT @Ole_S_Hansen: Our Q1 Outlook is out now and the strategy team has chosen climate and inflation as the two major themes. It's called "Th…
- @johnjhardy
Today's Market Call podcast - talking corona virus concerns, crude oil weakness, CAD after Bank of Canada meeting a… https://t.co/iTaHO4MQ66
- @johnjhardy
RT @EpsilonTheory: I’m not predicting (or liking). I’m observing. Bernie’s narrative has been stronger and more central in media than any…
- @johnjhardy
This is superb, next president will be a placeholder for a real 2024 revolution? -> America is still waiting for a… https://t.co/YgQDqg0tRs
- @johnjhardy
$EURGBP exploring new territory this year - impressed with this move. https://t.co/IHBvIInVgk
- @johnjhardy
@natbaker Democratic and Millennial women more motivated - millennials now largest generation in the US and the dem… https://t.co/51mu4WoVBD
- @johnjhardy
The US 2020 election will be decided on voter turnout - and on that account, while so many seem to believe Trump a… https://t.co/wJDzBffvsR
- @johnjhardy
RT @LiveSquawk: Italian Five Star Leader DI Maio Has Resigned As Leader Of The Five Star Movement - RTRS Sources
- @johnjhardy
Traditionally, it would have been less of a surprise for Boston in the U.S. to vote Republican than for Emilia-Roma… https://t.co/Yrr6HAlfSR
- @johnjhardy
RT @samueltombs: Good to see year-over-year growth in UK tax receipts recovering in December and in-line with the OBR's forecast so far in…
- @johnjhardy
How the EU will cheat its fiscal rules, key stuff -> Who Pays for the Green Deal? by Hans-Werner Sinn @ProSyn… https://t.co/4tcxnMu07u
- @johnjhardy
Today's Market Call podcast, talking commodities, 2020 high for USD, Bank of Canada and much more ->… https://t.co/Vuqjviycqs
- @johnjhardy
RT @AnneClaireCNN: The US Centers for Disease Control and Prevention is expected to announce this afternoon that the first case of Wuhan co…
- @johnjhardy
RT @LiveSquawk: ZEW Says Strong Increase Of The ZEW Indicator Of Economic Sentiment Is Mainly Due To The Recent Settlement Of The Trade Dis…
- @johnjhardy
Today's Market Call podcast, looking at the #coronavirus outbreak and potential to impact markets, Boeings latest w… https://t.co/qz3u2EjZ5a
- @johnjhardy
RT @FinancialTimes: China has confirmed the first cases of human-to-human transmission of the new Sars-like virus as hundreds of millions o…
- @johnjhardy
What about the hedging... -> The Nordic real estate market attracted more investor cash than ever before last year… https://t.co/GenbFQWUWJ
- @johnjhardy
Scary stuff - random trigger could/will set off Feb 2018 style instant meltdown. Size of issue was already enormous… https://t.co/vnSUCTfcA8
- @johnjhardy
RT @Ole_S_Hansen: #Podcast focus today: Libya #crudeoil disruption, #natgas slump, energy sector, #earnings, #GBP drop following FT comment…
- @johnjhardy
GBPUSD back below 1.3000 in early trading this week as... -> Brussels alarmed by UK’s vow to diverge from EU rules… https://t.co/StzzY9C2im
- @johnjhardy
RT @Ole_S_Hansen: Speculative selling of $USD against ten IMM #forex futures and the #DXY extended into a sixth week last Tuesday with the…
- @johnjhardy
RT @EconguyRosie: The housing start surge was a weather report. One balmy with little snowfall. Last time we saw so few people not show up…
- @johnjhardy
RT @pat_hennessy: Another wild stat from this article: "nearly 40% of OCC cleared options have a week and a half (10 days) or less until e…
- @johnjhardy
RT @petergarnry: I'm often asked by clients how I invest personally. I use a variant of Taleb's barbell idea. I have 85% in a defensive ass…
- @johnjhardy
What will happen in the 2020's -> not an endorsement, but an interesting list and I think some particularly thought… https://t.co/b0udWFCpcn
- @johnjhardy
RT @lisaabramowicz1: Volatility in global currencies has slumped to the lowest level ever. https://t.co/WKxKza07wx
- @johnjhardy
US Dec. Housing Starts rip to >1.6M annualized - not a misprint.. https://t.co/XbgvD72TJD
- @johnjhardy
RT @WilliamPesek: U.S.-China Trade Deal: A $40 Trillion Trap On @realDonaldTrump’s #WallStreet Buddies? via @forbes https://t.co/VKvh90K8tv…
- @johnjhardy
RT @Steen_Jakobsen: Interview onCNNMoney Switzerland/talking about: trade deal, TINA and REPO market .... https://t.co/DntTGgHrkT
FX Update: USD pulls to new highs for 2020 as volatility still moribund
John Hardy
Head of FX Strategy
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