Marc To Market's blog
Four Changes to the Investment Climate
Submitted by Marc To Market on 04/06/2014 11:57 -0500Dispassionate big picture overview.
Dollar Bloc Strength Against Euro Weakness
Submitted by Marc To Market on 04/05/2014 07:03 -0500Outlook for the dollar in the week ahead.
France Seeks Forbearance
Submitted by Marc To Market on 04/01/2014 09:12 -0500France may ask for more time to reach its fiscal objectives.
Imported Deflation and a New Currency War?
Submitted by Marc To Market on 03/31/2014 11:52 -0500Japan 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.
ECB and US Jobs Dominate the Markets Next Week
Submitted by Marc To Market on 03/30/2014 13:45 -0500The start of Q2 2014. US economy to strength. Japan's to weaken. Euro-area is barly growing, while the UK continues apace.
Dollar Mixed to Start Q2
Submitted by Marc To Market on 03/29/2014 06:59 -0500A look at the price action in the foreign exchange market, within the context of fundamenal developments.
The Word from the Bundesbank
Submitted by Marc To Market on 03/26/2014 12:30 -0500What is the Bundesbank thinking?
Ten Drivers of the Week Ahead
Submitted by Marc To Market on 03/23/2014 12:22 -0500- Auto Sales
- Bank of America
- Bank of America
- BOE
- Boeing
- Bond
- Canadian Dollar
- Central Banks
- China
- CPI
- Creditors
- Federal Reserve
- France
- Germany
- Greece
- Hong Kong
- Hungary
- Italy
- Japan
- Money Supply
- Moral Hazard
- Nikkei
- Personal Consumption
- Portugal
- Recession
- recovery
- Shadow Banking
- Transparency
- Treasury Department
- Ukraine
- Yen
- Yuan
A dispassionate look at the main considerations for investors in the week ahead.
Officials not Macro Economics Driving FX
Submitted by Marc To Market on 03/22/2014 11:49 -0500Weekly outlook for the major currencies, from a technical perspective.
Squaring the Circle: A QE for the ECB
Submitted by Marc To Market on 03/18/2014 10:31 -0500If 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.
Thoughts on the Week Ahead
Submitted by Marc To Market on 03/16/2014 12:29 -0500A dispassionate discussion of the major forces impacting the investment climate in the week ahead.
Weekly Outlook: Euro Resilience is Remarkable
Submitted by Marc To Market on 03/15/2014 07:21 -0500An overview of the technical condition of the major currencies.
Russia: Economic Vulnerabilities
Submitted by Marc To Market on 03/11/2014 14:13 -0500Russia's military action in Crimea was out of weakness. He was afraid having a potentially hostile power on his border and losing his naval base in Crimea. He is at risk of repeating mistakes of the Soviet Union in not taking market forces seriously enough.
Dollar Bears Tread Carefully, Better Tone Coming
Submitted by Marc To Market on 03/08/2014 07:39 -0500A near-term outlook for the dollar against the major foreign currencies.
Russia and its Dollar Reserves: Going Nowhere Fast
Submitted by Marc To Market on 03/04/2014 15:26 -0500Dispassionate analysis of Russia/Crimea and the threat of Russia dumping its dollar holdings. Much posturing. Many point to US bluster have tough time identifying Russia's bluster. Let me help.
