Marc To Market's blog
One Question Dominates: Correction or Reversal?
Submitted by Marc To Market on 10/11/2015 09:06 -0500- 8.5%
- Australian Dollar
- Auto Sales
- Bank of England
- Beige Book
- BOE
- Bollinger Bands
- Canadian Dollar
- Central Banks
- China
- Core CPI
- CPI
- CRB
- CRB Index
- Dell
- Department Of Energy
- Eurozone
- Federal Reserve
- Germany
- Global Economy
- Investor Sentiment
- Monetary Policy
- OPEC
- Quantitative Easing
- Real Interest Rates
- Reality
- recovery
- Technical Analysis
- Trade Balance
- Unemployment
- Volatility
- Yen
Correction continues, but it is only a correction.
Dollar Struggles; More Losses Likely Before Better Demand is Found
Submitted by Marc To Market on 10/10/2015 08:52 -0500Gains in the foreign currencies appears to be mostly short-covering rather than bottom-picking per se. In bigger picture the dollar is consolidating its earlier gains.
Policymakers' Intentions are More Critical Drivers than Macroeconomics in Week Ahead
Submitted by Marc To Market on 10/04/2015 09:12 -0500The reaction function of officials takes on added importance in the week ahead.
Dollar Bulls Bends,but Will They Break?
Submitted by Marc To Market on 10/03/2015 08:57 -0500The poor jobs report weighed on the dollar, but the greenback recovered as the session progressed. It is not clear the jobs report was a game changer. Stay tuned.
Divergence Drivers and the Dollar
Submitted by Marc To Market on 09/27/2015 08:55 -0500The divergence theme is likely to strengthen in the week ahead.
The Dollar may Consolidate Before Moving Higher
Submitted by Marc To Market on 09/26/2015 09:07 -0500Yellen's reaffirmation of a likely rate before year-end helped lift the dollar. Look for some consolidation ahead of the US jobs data.
Nine Items on My Radar Screen: Are They on Yours?
Submitted by Marc To Market on 09/20/2015 09:01 -0500- Australia
- Bank of England
- BOE
- Bond
- Budget Deficit
- Canadian Dollar
- Central Banks
- China
- Creditors
- Federal Reserve
- France
- Germany
- Greece
- headlines
- Hungary
- Investment Grade
- Israel
- Italy
- Japan
- Market Conditions
- Mexico
- Monetary Policy
- New Zealand
- Newspaper
- Portugal
- ratings
- recovery
- Switzerland
- Testimony
- Turkey
- Volatility
- Yen
- Yuan
Non-bombasitc overview of the investment climate. No, the sky is not falling. This is not the end of days.
Fate of Dollar Bulls Post-Fed
Submitted by Marc To Market on 09/19/2015 09:05 -0500The divergence meme that is the center of the dollar bull narrative was never predicated on precise timing of Fed's lift-off. To go from no hike in September to Fed will never raise interest rates, or QE4 is next, is a needless exaggeration.
Dollar Outlook Ahead of the FOMC Meeting
Submitted by Marc To Market on 09/12/2015 13:00 -0500A review of the technical condition of the dollar in the days leading up to the FOMC meeting announcement.
Known Unknowns and the Dollar
Submitted by Marc To Market on 09/06/2015 10:46 -0500Keys in the week ahead: equity markets--still look lower; China--volatility likely to continue; Fed--market says no Sept hike
Dollar Bulls Reassert Themselves, but...
Submitted by Marc To Market on 09/05/2015 08:43 -0500Divegence driver of the dollar was never predicated on a particular time frame for the Fed's lift-off. Others are easing. Trajectory is the key. Here is my sense of the near-term dollar outlook, wiht a look at some other asset markets as well.
Three Drivers of the Capital Markets in the Week Ahead
Submitted by Marc To Market on 08/30/2015 09:05 -0500The 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.
The Dollar: Now What?
Submitted by Marc To Market on 08/29/2015 09:18 -0500Dollar 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.
In Hasty Judgments and Exaggerations Lie Investment Opportunities
Submitted by Marc To Market on 08/23/2015 09:16 -0500A non-bombastic discussion of market forces and what to expect next
Short Covering Lifts Euro and Yen; More to Come?
Submitted by Marc To Market on 08/22/2015 09:33 -0500Steep losses in the dollar, stocks and commodities, for sure, but does it really signal a systemic crisis?
