Tag: Ukraine

Posted on

As the USD continues to weaken, what does Trump get out of mediating a Russia-Ukraine peace deal?

As I write, the EUR/USD is at 1.17139. The EUR/USD has been increasing since 4:00 am when it read 1.16823. All eyes are on Anchorage, Alaska as U.S. president Donald Trump is set to meet Russian Federation president Vladimir Putin to discuss a resolution of Russia’s war with Ukraine. Ukrainian president Volodymyr Zelenskyy has not … Continue reading As the USD continues to weaken, what does Trump get out of mediating a Russia-Ukraine peace deal?

Posted on

Currency and money markets news scan: Positioning ourselves to benefit from a rebuild of Ukraine infrastructure.

The takeaway: Turning the Ukraine-Russia war into a play on infrastructure. Among my general thesis about government is that it plays a role in making a market. In the 1700s and 1800s, the United States was in essence a realtor, selling land to settlers who promised to develop the vast territory of the United States. … Continue reading Currency and money markets news scan: Positioning ourselves to benefit from a rebuild of Ukraine infrastructure.

Posted on

Interbank market news scan: Two-year falls below four percent and Zelensky gets sonned.

The takeaway: Trump flexes his strongman muscle and boxing skills … Yesterday’s dressing down of Volodymyr Zelensky, president of Ukraine, by U.S. President Donald Trump, I am sure, caught many a viewer off guard. The sitting room where the President has a photo-op chit chat with other world leaders tends to look staged with phony … Continue reading Interbank market news scan: Two-year falls below four percent and Zelensky gets sonned.