Marc To Market's blog

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Four Dimensions to the FOMC Meeting





Disappasionate overview of what to expect from the 2-day FOMC meeting that begins today

 
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FX: Diverging Performances





It is difficult to talk about the dollar in the abstract, especially when it is falling against the dollar-bloc and rising against the euro bloc.  Dispassionate overview.  

 
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Scottish Referendum in 100 Days and Counting





A quick thumbnail sketch of the Scottish referendum on independence

 
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What the ECB Did and What it Means





A dispassionate look at what the ECB announced last week and the potential implications

 
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FX: As You Were





A look at the likely price action in the forex market in the week ahead.

 
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Inflating Deflation: Confusing Symptoms with the Illness





Why low inflation in Europe is not caused by too high of interest rates and why a 10-15 bp cut in rates will not succeed. 

 
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Thoughts on the Mysterious Low Volatility of the Capital Markets





A dispassionate look at some of the reasons people are offering for low volatility.   

 
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No Earthquake: Investors Not Daunted by Rise of Anti-EU Vote





Earthquake?  What earthquake?  

 
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Dollar Poised for Additional Gains





The near-term outlook for the US dollar appears to be improving.  Here is why.  

 
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