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FAQ: UK's Referendum on EU Membership

February 29, 2016
What is the issue?    The UK has long had a strained relationship with the EU and has never been comfortable with the ever increasing drive for greater integration and harmonization of rules and regulations coming from Brussels.  As the EU has grown, more decisions are made by a qualified majority.  Previously decision required unanimity.  The shi…
FAQ: UK's Referendum on EU Membership FAQ: UK's Referendum on EU Membership Reviewed by Marc Chandler on February 29, 2016 Rating: 5
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Emerging Market Preview of the Week Ahead

February 29, 2016
(from my colleague Dr. Win Thin)

EM ended last week on a soft note, due to a variety of both external and internal factors.  Firm US data continue to support our call for resumed Fed tightening, and this gave the dollar a bit of a bid.  With the dollar gaining against the majors, this spilled over into generalized dollar gains vs. EM as well.  Weak…
Emerging Market Preview of the Week Ahead Emerging Market Preview of the Week Ahead Reviewed by Marc Chandler on February 29, 2016 Rating: 5
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Dollar Mixed, While Equities Skid

February 29, 2016
It seemed that it was only after Asian equity markets fell did reports begin suggesting disappointment with the G20 meeting.  The narrative followed the price action rather than the other way around.  Before that, at least, one newswire claimed China was the winner of at the G20 meeting.
 Its currency policy was not criticized.  Many, including US …
Dollar Mixed, While Equities Skid Dollar Mixed, While Equities Skid Reviewed by Marc Chandler on February 29, 2016 Rating: 5
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Baker's Dozen: 13 Items that Should be on Your Radar Screen

February 28, 2016
The year has begun on a tumultuous note. The Nikkei, DAX and S&P 500 all gapped lower the first day of the year. However, heightened anxiety has calmed as the fire appears to have burnt itself out, and equities have moved higher over the past two week.   
Three sources of stress have eased. Investors are no longer taking their cues by what happ…
Baker's Dozen: 13 Items that Should be on Your Radar Screen Baker's Dozen: 13 Items that Should be on Your Radar Screen Reviewed by Marc Chandler on February 28, 2016 Rating: 5
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Small Changes in Speculative Positioning in the Futures Market

February 27, 2016
The position adjustment among speculators in the currency futures market were minor in the reporting week that ended February 23. There was only one gross adjustment we regard as significant (more than 10k contracts).  The Mexican officials sprung a bear trap and forced speculators to cover.  There were 15.8k gross short peso in speculative hands …
Small Changes in Speculative Positioning in the Futures Market Small Changes in Speculative Positioning in the Futures Market Reviewed by Marc Chandler on February 27, 2016 Rating: 5
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Are the Dollar Bulls Retaking the Initiative?

February 27, 2016
As systemic anxiety eased, the US dollar got better traction. The dollar-bloc currencies managed to hold their own as cross positions were unwound.
Major bourses posted gains for the second consecutive week. With the recent advance, several markets, including the S&P 500, FTSE and Sweden, China, Korea, and Taiwan are now positive on the month.�…
Are the Dollar Bulls Retaking the Initiative? Are the Dollar Bulls Retaking the Initiative? Reviewed by Marc Chandler on February 27, 2016 Rating: 5
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