Marc To Market's blog

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Three Drivers of the Capital Markets in the Week Ahead





The stability of global capital markets, the ECB meeting and US employment data are highlights.   Risk seems to be greater than discounted that Sept rate hike is still a distinct possibility.

 
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The Dollar: Now What?





Dollar recovered from the exaggerated panic at the start of last week.  Outlook is still constructive.  Here is an overview of the technical condition of currencies, bonds, oil , and S&P 500.  

 
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Short Covering Lifts Euro and Yen; More to Come?





Steep losses in the dollar, stocks and commodities, for sure, but does it really signal a systemic crisis? 

 
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Observations about the Dollar and the Week Ahead





A look at next week's data in the somewhat larger context, and a look at interest rate differentials

 
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Is the Dollar Going on Summer Vacation?





Near-term dollar outlook, with some views on oil, Treasuries and S&P 500 thrown in for extra measure.  

 
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Don't Exaggerate Significance of SNB's Loss





The SNB reported a record loss, but the real meaning and implication is not what most are claiming.  See why.

 
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Near-Term Dollar Outlook





Regardless of where one thinks the dollar is going in the long-term, here is a discussion of where it will likely go in the short-term.  

 
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US Data is Key for the Dollar





Straight-forward discussion of next week's economic data and events, and why it is important for the dollar.  

 
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Next Week in the Context of the Big Picture





The divergence theme is not longer being eclipsed by the Greek drama and the Chinese stock market slide.  See how this week's developments fit into the bigger picture.  

 
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Dollar Bulls in Charge, but Stretched Technicals May Test Conviction





The dollar made new multi-year highs against the dollar-bloc and is bid against most major and em currncies.  Why?  

 
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