» Tuesday
18/02/19 21:51 from Marc to Market
Overview:   Asia Pacific Europe America Disclaimer

» Dollar Drifts Lower
18/02/19 11:14 from Marc to Market
Overview:   In quiet turnover, the US dollar slipped lower against most of the major currencies to start the new week.  The news stream is light and the US markets are closed today.  The MSCI Asia Pacific Index was up five...

» Drivers, While Marking Time
17/02/19 15:23 from Marc to Market
The main issues for investors have not changed. There are three dominant ones: Trade, growth, and Brexit. Unfortunately, there won’t be any closure in the week ahead, and that may make short-term participants reluctant to turn more aggre...

» Dollar Bulls may Turn Cautious
17/02/19 12:59 from Marc to Market
While we expect that the broad economic and monetary divergence will allow the dollar's uptrend to resume, more immediately we have been expecting the recent ranges to remain intact.  The ranges may have frayed, but the pre-weekend ...

» Drivers, While Marking Time
16/02/19 12:53 from Marc to Market
The main issues for investors have not changed. There are three dominant ones: Trade, growth, and Brexit. Unfortunately, there won’t be any closure in the week ahead, and that may make short-term participants reluctant to turn more aggre...

» Equities Stall While Greenback Remains Firm
15/02/19 12:38 from Marc to Market
Overview:  The S&P 500 snapped a four-day advance yesterday, and equities in the Asia Pacific followed suit.  All the markets in the region were lower but in Australia.  MSCI's regional benchmark stalled afte...

» Socialism, Keynesianism, and Fascism
14/02/19 12:40 from Marc to Market
The American political discourse has changed since the 2018 midterm election. Enthusiasm and passion were to be found on the left-wing of the Democratic Party. A new sense of hope and mission replaced the defeatism and cynicism seen in 2...

» QT is not the Opposite of QE
14/02/19 04:19 from Marc to Market
The Federal Reserve has long been clear on the sequence of events as it innovated the playbook during the Great Financial Crisis. There would be a considerable period between when the Fed would finish its credit easing operations that in...

» QT is not the Opposite of QE
13/02/19 14:49 from Marc to Market
The Federal Reserve has long been clear on the sequence of events as it innovated the playbook during the Great Financial Crisis. There would be a considerable period between when the Fed would finish its credit easing operations that in...

» QT is not the Opposite of QE
13/02/19 11:55 from Marc to Market
The Federal Reserve has long been clear on the sequence of events as it innovated the playbook during the Great Financial Crisis. There would be a considerable period between when the Fed would finish its credit easing operations that in...

» Dollar Buying Pressure Subsides
12/02/19 11:14 from Marc to Market
Overview:   The Dollar Index's eight-day advance is in jeopardy. Although the greenback recorded new highs against some major currencies, the momentum appears to be stalling.  The news stream is constructive as a compromis...

» Dollar Starts New Week on Firm Note
11/02/19 11:14 from Marc to Market
Overview:  Lifted by the re-opening of Chinese markets after the week-long Lunar New Year holiday, global equities are trading firmer.  Outside of Japanese markets that were closed, the large markets in Asia--China, Taiwan, Sou...

» Little Resolution in the Week Ahead
10/02/19 18:34 from Marc to Market
According to legend, the person who unraveled the Gordian Knot would rule the world.  No one succeeded until Alexandar the Great took his mighty sword and sliced the knot in half.  A young boy saw him afterward, crying on the s...

» Dollar Outlook: Almost There
10/02/19 12:51 from Marc to Market
The US dollar rose against all the major currencies last week.  It also appreciated against most of the emerging market currencies, save two from Latam (Mexico and Peru) and two from Asia (Philippines and Malaysia).  The US Jan...

» Cool Video: Noise or Signal?
08/02/19 19:24 from Marc to Market
From the second half of last week through the first half of this week, the S&P 500 rallied.  It surpassed our target of 2700 and made it to almost 2740, retracing more nearly 2/3 of the decline from the record high set last Sept...

» Dollar Index Seven-Day Advance is the Longest in Two Years
08/02/19 11:06 from Marc to Market
Overview:  As North American traders return to their posts to put the finishing touches on the week's activity, the Dollar Index is extending its advance for a seventh consecutive session.  If sustained, it will be the longest ...

» Dollar's Gains Extended
07/02/19 11:28 from Marc to Market
Overview:   The five-day advance of the S&P 500 stalled yesterday and global equities are mixed today.  Most Asian centers remain closed, Japan and some small markets were lower, while Taiwan, Australia, and India moved hig...

» Dollar Gains by Default
06/02/19 11:02 from Marc to Market
Overview:  The rally in equities is threatening to pause today, even though the few markets open in Asia edged higher.  Europe's Dow Jones Stoxx 600, which has advanced in eight of the past ten sessions and six in a row, is see...

» Greenback Remains Firm
05/02/19 11:10 from Marc to Market
Overview: The US dollar is little firmer against most of the major currencies.  Despite some disappointing data (retail sales, trade, PMI), the Australian dollar has recovered from initial losses below $0.7200 on the back of the cen...

» Subdued Start to Quiet Week
04/02/19 15:38 from Marc to Market
Overview:   The Lunar New Year celebration made for a quiet Asian session while a light diary in Europe saw subdued turnover.  Equity markets are narrowly mixed.  Among the three large markets open in Asia Pacific, Austral...

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