• GoldCore
    01/31/2015 - 05:00
    We are witnesses to an epic failure of planning, statecraft and social justice. Regardless of where your politics be, these elements are critical for a modern globally connected economy to function....
  • Marc To Market
    02/01/2015 - 11:11
    A straight forward discussion of the factors driving the US dollar. 

Marc To Market's blog

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Dollar Drivers





A straight forward discussion of the factors driving the US dollar. 

 
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Preview of January FOMC Meeting and Beyond





Straight forward look at the Federal Reserve and what to expect.  

 
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What to Look for in the Week Ahead





Non-bombastic, non-insulting simply straight-forward look at next week's key events and data.  If you are so inclined...

 
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Near-Term FX Views and More





I have told you the US dollar was going up for months.  Some mocked me.  Others insulted me.  So what?  I tell you the dollar's bull market remains intact.  

 
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Interest Rate Race Supplants Currency Wars





Curency wars are zero-sum.  Interest rate race is not. 

 
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Don't Lose the Forest for the Trees: Dollar Rally Still in Early Days





Laugh if you want to.  Cry if you want to, but the bull market for the US dollar has legs and life. 

 
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Dollar Outlook: Now it Gets Tricky





Simple cogent analysis of the price action in the capital markets.  Take it or leave it.  

 
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The Global Chessboard Reconsidered





Here is why I think the BRICS challenge is eroding. 

 
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What are We Watching?





Assume the news for next week has not already been written,  What should investors, or those monitoring the international political economy be watching?  Here is my list.  

 
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News Stream May Favor US Doves and Spur Dollar Consolidation





Data and market positioning can explain movement in the currencies.  It does not prove that there is no manipulation or a great conspiracy.  It just means the markets are understandable without resorting to such explanations.    Try it.  

 
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Dollar Shoots Higher





Cry if you want to, but the dollar is stronger.  Deny it if you want to, but the US economy is more vibrant now than the Europe or Japan.   This is what is shaping the investment climate, if you are interested. 

 
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Four Forces Shaping the Investment Climate





The investment climate is being shaped by four forces:

 

1.  De-synchronized business cycle with the US ahead of the pack

2.  The prospects of sovereign bond purchases by the ECB, amid political uncertainty sparked by Geece's snap election

3.  The continued drop in energy prices is a stimuluative writ large but poses challenges for oil producers and the leveraged eco-system that has been built on the premise of high oil prices forever.  

 
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Technical and Fundamental Factors Point to Stronger Dollar





You might not like it.  You may think it is a joke.  Yet the fact of the matter is the dollar is posied for further appreciation.   Be prepared.  

 
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