The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under false assumptions? It converges. Sometimes violently.
Eurodollar University's Money & Macro Analysis
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To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
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Bloomberg Misfiring Models Leave Wall Street Currency Traders Flying Blind
https://www.bloomberg.com/news/articles/2025-07-07/misfiring-models-leave-wall-street-currency-traders-flying-blind
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
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