Archive - FX Hedge Newsletter

May 2025

Higher Inflation or Higher Interest Rates?

A key component of the financial system's plumbing is sending a warning

May 31 •

Game of Cards, or House of Thrones?

The (ugly) inside scoop on the White House craziness

May 2 •

March 2025

Jobs, Jobs, Everywhere, But No One's Working

Labor market strength was always a fabrication

Mar 23 •

The Fed Is Abusing Its Own Made-Up Accounting Rules

How Powell & Co. are preventing a run on the Standing Repo Facility, adding liquidity, and reaccelerating inflation

Mar 10 •

December 2024

Who's Whispering in Trump's Ear on Debt Ceiling

Why Bessent is pushing for canning the debt limit, at least for now

Dec 27, 2024 •

The Economy of Salvation

What does "Redeemer" mean?

Dec 25, 2024 •

November 2024

To the Victor Go the Spoils

What a Trump victory means for markets next year

Nov 28, 2024 •

October 2024

Repocalypse Now

The repurchase agreement markets are sounding the alarm...

Oct 29, 2024 •

A Divining Rod and 2 Crystal Balls

What markets are telling us about the direction of the economy and how to invest

Oct 21, 2024 •

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