FX Hedge Newsletter

Powell Was Wrong and We All Lose

The end of QT and the "no landing" scenario have arrived

Oct 27 • 

FX Hedge

27

2

6

July 2025

June Jobs Report Was a Home Run

A good report with "great internals"

Jul 24 • 

FX Hedge

18

2

1

In the End, It'll Be Inflation

Why "all roads lead to inflation" and how to protect yourself

Jul 23 • 

FX Hedge

16

4

3

June 2025

How to Thaw America's Frozen Housing Market

Politicians won't like the answer

Jun 23 • 

FX Hedge

17

3

1

Elon's DOGE Rocket Will Keep Flying

Musk’s leadership at DOGE exposed major federal budget abuses despite bureaucratic roadblocks

Jun 5 • 

FX Hedge

21

2

2

Another Sin of Omission

Biden Administration Hid Millions of Defaulted Student Loans

Jun 3 • 

FX Hedge

22

2

5

May 2025

Higher Inflation or Higher Interest Rates?

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

May 31 • 

FX Hedge

19

1

2

Game of Cards, or House of Thrones?

The (ugly) inside scoop on the White House craziness

May 2 • 

FX Hedge

19

1

3

March 2025

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

Labor market strength was always a fabrication

Mar 23 • 

FX Hedge

31

6

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 • 

FX Hedge

28

8

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 • 

FX Hedge

19

5

2

The Economy of Salvation

What does "Redeemer" mean?

Dec 25, 2024 • 

FX Hedge

34

3

3