Marc To Market's blog
A look at new arguments suggesting that globalization is fragmenting. Are they really new? Are they true?
Forget the Siren calls of the impending end of days and the imminent collapse of civilization. Here is a non-polemical non-bombastic overview of three key events in the week ahead: FOMC meeting, TLTRO launch in Europe and the Scottish referendum.
Simple review of technical condition of the capital markets. Light on polemical zeal, and heavy on technical analysis.
Quick update, and outline of reasons to suspect anxiety over Scottish independence has peaked.
Straight-forward discussion about the investment climate and the week ahead. Light on hyperbole, heavy on analysis.
The euro has fallen an unprecedented eight weeks in a row. The dollar set new five year highs against the yen before the weekend. Here is an overview of the near-term technical outlook.
Draghi cut rates and announced ABS/covered bond purchase plan to start next month. Balance sheet between TLTO and purchase scheme to increase by ovre 1 trillion euros
Overview of the ECB meeting and likely outcomes. More robust analysis than ideological fervor.
Dispassionate look at the week ahead, without the hysterics of the sky is falling or the mother of all crises is around the corner.
A dispassionate discussion of the technical condition of the dollar.
A look at German politics and upcoming state elections.
Dispassionate overview of the week ahead, with thoughts about September.
Overview of the technical outlook for the major currencies, bonds, Treasuries, stocks, CRB and oil.
Non-ideologically laden overview of the key issues shaping the investment climate in the week ahead.
Overview of the technical conditions of the major markets.