• Pivotfarm
    04/18/2014 - 12:44
    Peering in from the outside or through the looking glass at what’s going down on the other side is always a distortion of reality. We sit here in the west looking at the development, the changes and...

Marc To Market's blog

Marc To Market's picture

Germany says Nein and Ja





A look at what German is doing and what it does not want to do. 

 


Marc To Market's picture

Dollar Breakout or Range-bound?





This is the key issue for market participants:  Is the dollar breaking lower or is it just testing the lower end of its range ?  Here is my take.  

 


Marc To Market's picture

France Seeks Forbearance





France may ask for more time to reach its fiscal objectives.

 


Marc To Market's picture

Imported Deflation and a New Currency War?





Japan is not exporting deflation to the euro area.  Here's why.  And the dollar's role a the major reserve asset remains quite stable despite the perennial forecasts of its demise. 

 


Marc To Market's picture

ECB and US Jobs Dominate the Markets Next Week





The start of Q2 2014.  US economy to strength.  Japan's to weaken.  Euro-area is barly growing, while the UK continues apace.   

 


Marc To Market's picture

Dollar Mixed to Start Q2





A look at the price action in the foreign exchange market, within the context of fundamenal developments.

 


Marc To Market's picture

The Word from the Bundesbank





What is the Bundesbank thinking? 

 


Marc To Market's picture

Squaring the Circle: A QE for the ECB





If the idea is to anticipate what an adversary does, it behooves us, even if we do not believe in QE on moral grounds or on efficacy grounds, to consider how the ECB can have QE, which it appears under increasing pressure to do.  Here is such a course. 

 


Marc To Market's picture

Thoughts on the Week Ahead





A dispassionate discussion of the major forces impacting the investment climate in the week ahead. 

 


Syndicate content
Do NOT follow this link or you will be banned from the site!