Category: traders

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Could it be more about where the banks want to go versus where traders think the Fed wants to go?

Over the weekend, I spoke to my contacts in the banking industry trying to get a feel for banker sentiments on the Fed’s interest rate policy. The sentiments boiled down to the banks taking whatever the Fed decides in stride. As one contact put it, it’s about the money and the banks will take what … Continue reading Could it be more about where the banks want to go versus where traders think the Fed wants to go?

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The problem government faces from AI and crypto is the validation of its own currency.

I have been listening for the past hour or so to Emad Mostaque, the founder of Intelligent Internet, discuss among other things how money will evolve in terms of use and creation in an artificial intelligence world. I decided to tune in after doing a little prior contemplation on my own as to how currencies … Continue reading The problem government faces from AI and crypto is the validation of its own currency.

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Does Trump want to create a more independent Europe for the sake of competition for the dollar?

In its quarterly report to Congress regarding its foreign exchange operations for the second quarter of 2025, the Federal Reserve and the U.S. Treasury reported that there was no intervention in the foreign exchange markets. The U.S. dollar, as measured by its broad-weighted dollar index, depreciated 5.6%. Cumulatively, the dollar has depreciated 7.5% since the … Continue reading Does Trump want to create a more independent Europe for the sake of competition for the dollar?