Edit

Cool Video: CNBC Discussion about China and the SDR

November 30, 2015
I had the privilege of being on CNBC to discuss the significance of China being included in the IMF's Special Drawing Right.Hereis the link to the discussion. 
The decision was announced shortly after the interview on CNBC.  It was largely a foregone conclusion that China would join.  Besides the confirmation, the new news was in the weighting.…
Cool Video: CNBC Discussion about China and the SDR Cool Video: CNBC Discussion about China and the SDR Reviewed by Marc Chandler on November 30, 2015 Rating: 5
Edit

Great Graphic: Decline of US Participation Rate Explained

November 30, 2015
The decline in the labor force participation rate helps explain the substantial decline in the US unemployment rate over the past couple of years.  That decline has helped bring the Federal Reserve to the point that a December rate hike is thought to be extremely likely barring a significant disappointment at the end of the week with the November …
Great Graphic: Decline of US Participation Rate Explained Great Graphic: Decline of US Participation Rate Explained Reviewed by Marc Chandler on November 30, 2015 Rating: 5
Edit

Emerging Markets: Preview of the Week Ahead

November 30, 2015
(from my colleagues Dr. Win Thin and Ilan Solot)
This is set to be one of the most important weeks of the year. EM is likely to take a backseat between the ECB monetary policy decision, the OPEC meeting and the US jobs report. That said, there are several potential sources of idiosyncratic risk to key an eye on. There could be more headline risks …
Emerging Markets: Preview of the Week Ahead Emerging Markets: Preview of the Week Ahead Reviewed by Marc Chandler on November 30, 2015 Rating: 5
Edit

Dollar Edges Higher Ahead of Month-End and Key Events

November 30, 2015
The US dollar remains firm against most of the major currencies to start what promises to be a critical week for investors.  There are two main considerations.  The first is the last minute position adjustments ahead the key events that begin with the IMF's SDR decision later today, running through the start-of the month data (especially PMIs)…
Dollar Edges Higher Ahead of Month-End and Key Events Dollar Edges Higher Ahead of Month-End and Key Events Reviewed by Marc Chandler on November 30, 2015 Rating: 5
Edit

Seven Events Next Week that will Shape the Investment Climate

November 29, 2015
The week ahead is among the most important of the year. Rarely is there such a confluence of events in a short period that will have far-reaching implications for investors that are known ahead of time and have been discussed so extensively.   One implications of this is that there are expectations that have been discounted by the market.
The poten…
Seven Events Next Week that will Shape the Investment Climate Seven Events Next Week that will Shape the Investment Climate Reviewed by Marc Chandler on November 29, 2015 Rating: 5
Edit

How Dangerous are Technical Conditions for Dollar Bulls?

November 28, 2015
Anticipating a yawning divergence of monetary policy between the world's largest central banks, market participants continued to drive the dollar higher over the past week. In fact, the greenback appreciated against all the major and emerging market currencies except the Malaysian ringgit and South Korean won.    
Next week is one of the most e…
How Dangerous are Technical Conditions for Dollar Bulls? How Dangerous are Technical Conditions for Dollar Bulls? Reviewed by Marc Chandler on November 28, 2015 Rating: 5
Edit

France's Revival or Politics Trumps Economics

November 27, 2015
With the ECB poised to take additional steps down the unorthodox monetary policy route, financial and economic forces are as potent as ever. However,  there is a subtle shift taking place that few seem to recognize.  It is the re-emergence of non-economic/non-financial issues. 
Since the Great Financial Crisis began, and especially since the emerge…
France's Revival or Politics Trumps Economics France's Revival or Politics Trumps Economics Reviewed by Marc Chandler on November 27, 2015 Rating: 5
Edit

Emerging Markets: What has Changed

November 27, 2015
(from my colleagues Dr. Win Thin and Ilan Solot)
1) Mauricio Macri, the mayor of Buenos Aires, won the Argentine presidential election with 52% of vote 2) The latest political developments in Brazil rocked asset prices 3) The Brazilian central bank kept rates on hold at 14.25%, as expected, but two members called for a 50 bp hike 4) China markets are…
Emerging Markets: What has Changed Emerging Markets: What has Changed Reviewed by Marc Chandler on November 27, 2015 Rating: 5
Subscribe to: Posts ( Atom )
Powered by Blogger.