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War-Driven Markets

March 05, 2026
The Gulf War continues rage. China has reportedly told top oil refiners to suspend exports of diesel and gasoline. The disruption is beginning to impact shipments of fertilizer, chemicals, aluminum, as well as natural gas and oil fuels. In the next few days, several countries will reportedly run out of storage capacity and will have to cut output.…
War-Driven Markets War-Driven Markets Reviewed by Marc Chandler on March 05, 2026 Rating: 5
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Nervous Consolidation Featured after the Asia Pacific Equity Rout was Extended Nervous Consolidation Featured after the Asia Pacific Equity Rout was Extended Reviewed by Marc Chandler on March 04, 2026 Rating: 5
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The Dollar is the Only Game in Town

March 03, 2026
If this is World War 3, the world wants dollars. The greenback is broadly higher but hardly anything else is. Other safe haven, like gold, the Swiss franc, and US Treasuries are lower. Equity markets have been sold off and the rally in oil is taking a toll on bond markets. The Middle East war is the only fundamental that matters now. And the fog o…
The Dollar is the Only Game in Town The Dollar is the Only Game in Town Reviewed by Marc Chandler on March 03, 2026 Rating: 5
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Dollar Jumps on War, but Treasuries are No Safe Haven

March 02, 2026
There is one fundamental driver today and that is the Middle East war. After finishing last week on a soft note, the greenback has rallied. It is up by 0.5% or more against most of the G10 currencies. The Canadian dollar, which often performs relatively better in a strong US dollar environment is off the by about 0.1% in late European morning turn…
Dollar Jumps on War, but Treasuries are No Safe Haven Dollar Jumps on War, but Treasuries are No Safe Haven Reviewed by Marc Chandler on March 02, 2026 Rating: 5
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March 2026 Monthly

February 28, 2026
March seems to be more about the unfolding of current forces driving the capital markets, rather than new forces or policies. All the G10 central banks but the Reserve Bank of New Zealand meet in March, and none are likely to change policy. China formalizes its next Five-Year Plan. In the US, the Supreme Court's ruling that the president's…
March 2026 Monthly March 2026 Monthly Reviewed by Marc Chandler on February 28, 2026 Rating: 5
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PBOC Steadies the Yuan, Denmark Calls Snap Election, Greens' Win the UK Special Election PBOC Steadies the Yuan, Denmark Calls Snap Election, Greens' Win the UK Special Election Reviewed by Marc Chandler on February 27, 2026 Rating: 5
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Yen and Yuan Gains Featured in Quiet FX Market

February 26, 2026
In a reversal of fortunes, the Japanese yen is the only G10 currency that is gaining on the dollar through the European morning. Yesterday, it was the only G10 currency to have weakened against the greenback. Still, the general tone in the foreign exchange market is one of consolidation. The notable exception is the Chinese yuan. The onshore yuan …
Yen and Yuan Gains Featured in Quiet FX Market Yen and Yuan Gains Featured in Quiet FX Market Reviewed by Marc Chandler on February 26, 2026 Rating: 5
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