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What a Difference the Weekend Made

November 02, 2026
What a difference the weekend made.  There is a resilience today that was not seen at the end of last week.  Questions over the Ai-meme, which drove the semiconductor index down 7.2%, have eased today, despite S&P cutting Meta’s rating outlook at the end of last week. Last week, France escaped a Moody’s downgrade, but at the end of the week sa…
What a Difference the Weekend Made What a Difference the Weekend Made Reviewed by Marc Chandler on November 02, 2026 Rating: 5
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November 2026 Monthly

October 31, 2026
The EU and China understanding was one of the highlights of October, but the China shock rolls on.  The economic disruption from China's export drive continues. Even as the Chinese yuan gradually appreciates, the price competitiveness of many Chinese goods appears to be increasing. Nor is the disruption from the United States going away, and i…
November 2026 Monthly November 2026 Monthly Reviewed by Marc Chandler on October 31, 2026 Rating: 5
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Greenback Dragged Lower by Questions of the AI Meme

October 30, 2026
The US dollar is finishing the week offered.  The proximate cause is the arguably softer rates and the as a result of new questions about the AI-meme, following the disappointing Amazon and Intel earnings news and guidance yesterday. This followed the robust Q3 US GDP report that underscore the significance of AI-related investment is fueling US g…
Greenback Dragged Lower by Questions of the AI Meme Greenback Dragged Lower by Questions of the AI Meme Reviewed by Marc Chandler on October 30, 2026 Rating: 5
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Gradualist Fed, AI Questions, and Slightly Firmer Greenback Ahead of ECB's Most Likely Stand Pat Decision Gradualist Fed, AI Questions, and Slightly Firmer Greenback Ahead of ECB's Most Likely Stand Pat Decision Reviewed by Marc Chandler on October 29, 2026 Rating: 5
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Focus on FOMC and Bank of Canada, after Reserve Bank of New Zealand Disappointed Focus on FOMC and Bank of Canada, after Reserve Bank of New Zealand Disappointed Reviewed by Marc Chandler on October 28, 2026 Rating: 5
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Euro Underperforms

October 27, 2026
The markets are nervous, five G10 central banks meet in the next three sessions.  December WTI holds above $100 a barrel as Iranian attacks continue. Israel goes to the polls today, while top security officials from Saudi Arabia, Pakistan, and Türkiye meet Iranian leaders in Tehran to see if another round of US-Israeli attacks can be averted. The …
Euro Underperforms Euro Underperforms Reviewed by Marc Chandler on October 27, 2026 Rating: 5
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