Marc To Market's blog
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.
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.
A non-bombastic discussion of market forces and what to expect next
Steep losses in the dollar, stocks and commodities, for sure, but does it really signal a systemic crisis?
A look at next week's data in the somewhat larger context, and a look at interest rate differentials
Near-term dollar outlook, with some views on oil, Treasuries and S&P 500 thrown in for extra measure.
Here is an overview of next week's events and data placed in the larger context.
The demise of the dollar has been greatly exaggerated. Here is how I see the near-term outlook.
A non-bombastic analysis of the events and data in the week ahead, with insulting anyone or resorting to conspiracy theories.
The SNB reported a record loss, but the real meaning and implication is not what most are claiming. See why.
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.
Straight-forward discussion of next week's economic data and events, and why it is important for the dollar.
The dollar's pause may be short-lived. Divergence still the key driver.
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.
The dollar made new multi-year highs against the dollar-bloc and is bid against most major and em currncies. Why?