etherfuse

Dollar Strength or "Other" Weakness?

After a horrible year to date performance, the US dollar bounced off its low, with a weekly return of +.83% and a monthly return of +2.25% as of October…

Oct 14 • 

Donald Elefson

3:58

Pros and Cons of Euro Stable.

A battle is brewing in stable currency.

Oct 8 • 

Donald Elefson

3:36

September 2025

"Total Return", All That Matters.

Currency is the weak link.

Sep 25 • 

Donald Elefson

4:13

In Stablecoins, Don't Bet Against China.

China is for real in stable.

Sep 12 • 

Donald Elefson

4:19

Will The Dollar Get The Yips?

Could bonds getting the yips send the US dollar down

Sep 4 • 

Donald Elefson

1

4:53

August 2025

When Interest Rates Bail the Government Out.

The US has a borrowing problem and is trying to push rates down to solve it.

Aug 26 • 

Donald Elefson

1

3:36

US Dollar, Start Moving to the Exit Door?

Many signs point to a continuation of the weak dollar.

Aug 21 • 

Donald Elefson

4:13

Brazil's Inflation, New and Improved

It is a new Brazil.

Aug 13 • 

Donald Elefson

3:17

Cockroaches And US Treasuries

There is never just one.

Aug 11 • 

Donald Elefson

1

4:12

Will Demand for US Treasuries Fade?

There are headwinds to US treasury demand that must be watched.

Aug 6 • 

Donald Elefson

4:18

Yield Pick-up Trades and the US Fed

How aggressive would a US Fed rate cutting program be?

Aug 4 • 

Donald Elefson

3:54

July 2025

Brazil Tariffs A Big "Nothing Burger"

Continue to favor Real yield over US dollar.

Jul 30 • 

Donald Elefson

2:11