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    • squawk replied Aug 12, 2016

      Thanks Scott. Nice confirmation some strength seemed to also come into the CAD with OPEC comments. Hopefully it can get some continuing momentum but then its the Kiwi and prob needs a retrace confirmation, who knows. MXN took nice mover lower. Think ...

      Mr. Scott's Crayon Thread
    • squawk replied Aug 12, 2016

      NC - Looks like we have hopefully seen the top again with a flush out spike. Close below base of spike technically. Fundamentally the markets have to price another 50 basis point and possible a 25 point on the USD pior to year end. You would think ...

      Mr. Scott's Crayon Thread
    • squawk replied Aug 12, 2016

      Couple of other EMs I am watching that have yet to find any traction against US dollar. Ind Rupee and Turk Lira Short Lira from top of range. Some good news yesterday with new partnership with Russia. You cant get much worse than a coup and not ...

      Mr. Scott's Crayon Thread
    • squawk replied Aug 10, 2016

      CB,s def losing. You would have done better this year trading against policy. RBA and RBNZ cut and currency picks up. I still have strong positions in NC and AN and still believe the AN spread narrowing to zero over the coming months will see us to ...

      Mr. Scott's Crayon Thread
    • squawk replied Aug 10, 2016

      Big flush on the Kiwi.. Pretty weak comments on further cuts. Especially since they have such a deflationary situation with trade-ables. Very weak. url Stated, no serious consideration to 50 point cut. Do they not see their negative tradable ...

      Mr. Scott's Crayon Thread