Marc To Market's blog
Negative Interest Rates: Capital's Reproduction Problem
Submitted by Marc To Market on 02/06/2015 06:29 -0500What if the biggest challenge to capitalism grows out of its strengths not its weakness?
Dollar Drivers
Submitted by Marc To Market on 02/01/2015 11:11 -0500A straight forward discussion of the factors driving the US dollar.
Is the Dollar's Momentum Easing? Is Deeper Pullback in the Stock Market Likely?
Submitted by Marc To Market on 01/31/2015 10:13 -0500Simple near-term outlook.
Preview of January FOMC Meeting and Beyond
Submitted by Marc To Market on 01/27/2015 09:16 -0500Straight forward look at the Federal Reserve and what to expect.
What to Look for in the Week Ahead
Submitted by Marc To Market on 01/25/2015 09:20 -0500Non-bombastic, non-insulting simply straight-forward look at next week's key events and data. If you are so inclined...
Near-Term FX Views and More
Submitted by Marc To Market on 01/24/2015 10:27 -0500I have told you the US dollar was going up for months. Some mocked me. Others insulted me. So what? I tell you the dollar's bull market remains intact.
Interest Rate Race Supplants Currency Wars
Submitted by Marc To Market on 01/22/2015 05:39 -0500Curency wars are zero-sum. Interest rate race is not.
Don't Lose the Forest for the Trees: Dollar Rally Still in Early Days
Submitted by Marc To Market on 01/21/2015 11:38 -0500Laugh if you want to. Cry if you want to, but the bull market for the US dollar has legs and life.
Treacherous Investment Climate: What to Watch
Submitted by Marc To Market on 01/18/2015 11:22 -0500- Bank of Japan
- BOE
- Bond
- Brazil
- Canadian Dollar
- Central Banks
- China
- Copper
- CPI
- Davos
- EuroDollar
- Eurozone
- Federal Reserve
- Global Economy
- Greece
- Housing Starts
- Japan
- Michigan
- Monetary Policy
- President Obama
- Sovereign Debt
- Swiss Franc
- Switzerland
- Unemployment
- University Of Michigan
- World Bank
- World Economic Outlook
Top ten things that investors will likely be watching in the week ahead.
Dollar Outlook: Now it Gets Tricky
Submitted by Marc To Market on 01/17/2015 10:53 -0500Simple cogent analysis of the price action in the capital markets. Take it or leave it.
The Global Chessboard Reconsidered
Submitted by Marc To Market on 01/12/2015 11:17 -0500Here is why I think the BRICS challenge is eroding.
What are We Watching?
Submitted by Marc To Market on 01/11/2015 11:07 -0500Assume the news for next week has not already been written, What should investors, or those monitoring the international political economy be watching? Here is my list.
News Stream May Favor US Doves and Spur Dollar Consolidation
Submitted by Marc To Market on 01/10/2015 09:54 -0500Data and market positioning can explain movement in the currencies. It does not prove that there is no manipulation or a great conspiracy. It just means the markets are understandable without resorting to such explanations. Try it.
Dollar Shoots Higher
Submitted by Marc To Market on 01/08/2015 06:34 -0500Cry if you want to, but the dollar is stronger. Deny it if you want to, but the US economy is more vibrant now than the Europe or Japan. This is what is shaping the investment climate, if you are interested.
Four Forces Shaping the Investment Climate
Submitted by Marc To Market on 01/04/2015 10:48 -0500The investment climate is being shaped by four forces:
1. De-synchronized business cycle with the US ahead of the pack
2. The prospects of sovereign bond purchases by the ECB, amid political uncertainty sparked by Geece's snap election
3. The continued drop in energy prices is a stimuluative writ large but poses challenges for oil producers and the leveraged eco-system that has been built on the premise of high oil prices forever.
