Marc To Market's blog
Dollar Firm, but Fundamentals may Challenge the Bulls
Submitted by Marc To Market on 06/01/2013 07:14 -0500Outlook for the dollar and major foreign currencies in the week ahead.
Macro View in 10 Bullet Points
Submitted by Marc To Market on 05/31/2013 11:43 -0500a brief sketch.
Five Questions Facing the Market
Submitted by Marc To Market on 05/28/2013 05:15 -0500What is the outlook for Fed policy? Can Japanese officials stabilize the bond market? Is the ECB going to adopt a negative deposit rate? What are the latest inflation readings? Is the soft landing still intact for China?
FX Price Action: What's Next?
Submitted by Marc To Market on 05/25/2013 06:50 -0500Price action in the foreign exchange market. Discuss.
Japanese Corporates Are Not Yen Bears (any more)
Submitted by Marc To Market on 05/23/2013 08:39 -0500The globalization of production makes corporate fx interests less clear. A Reuters survey finds Japanese corporates bearish the yen. Japanese investors also have not behaved as if they expect yen weakness to be sustained.
Two Issues for the Fed: When and How
Submitted by Marc To Market on 05/21/2013 09:27 -0500Preview of tomorrow's Bernanke testimony and FOMC minutes.
Central Banks to Dominate the Forces of Movement in the Week Ahead
Submitted by Marc To Market on 05/19/2013 20:00 -0500Central bankers overshadow the economic data in the week ahead.
Dollar Bull Run
Submitted by Marc To Market on 05/18/2013 06:42 -0500A look mostly at prices in the currency market and the outlook.
Japan: Nothing Fails Like Success
Submitted by Marc To Market on 05/13/2013 07:15 -0500Critics of Japanese policy worry about its potential failure, here is a discussion of what happens if it succeeds.
Dollar Risks Consolidation Before Next Leg
Submitted by Marc To Market on 05/11/2013 05:12 -0500The dollar rallied in the second half of last week, but looks set to consolidate first before extending the rally. The yen was not the weakest major currency. That dubious honor goes to the Australian dollar.
Two Drivers Lift Dollar, Pressure Yen
Submitted by Marc To Market on 05/10/2013 05:38 -0500The yen is weak AND the dollar is strong. Two forces at work. Discuss.
Short Note on Falling Yen
Submitted by Marc To Market on 05/09/2013 20:04 -0500Why is the yen falling now and some thoughts about what's next.
ECB Shifting Balances
Submitted by Marc To Market on 05/09/2013 09:59 -0500More thoughts on the ECB's balance sheet and why a negative deposit rate is unlikely.
China Wrestles with Hot Money--from Locals
Submitted by Marc To Market on 05/08/2013 07:56 -0500The main source of hot money going into China appears to be coming from Chinese businesses- banks and exporters. US is a net importer of capital. Japan has been net sellers of foreign bonds. Europe is experiencing net inflows.
