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Great Graphic: Italy--It is Not Just about Legacy

July 31, 2017
A little while back I was part of a small exchange of views on twitter.  It was about Italy.  I was arguing against a claim that Italy's woes are all about its past fiscal excesses.  It is not just about about Italy's legacy. 
It is true that Italy runs a primary budget surplus. The primary budget surplus has averaged in excess of  2% for n…
Great Graphic: Italy--It is Not Just about Legacy Great Graphic: Italy--It is Not Just about Legacy Reviewed by Marc Chandler on July 31, 2017 Rating: 5
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Cool Video: Dollar Drivers on Bloomberg

July 31, 2017
I had the privilege to be at Bloomberg today and discussed with Vonnie Quin and Mark Barton.  A clip to the Cool Video can be found here.
There were three talking points.  First was the observation that while the President took credit for the record stock market, the strength of the economy, the low unemployment rate, and business confidence, there…
Cool Video: Dollar Drivers on Bloomberg Cool Video: Dollar Drivers on Bloomberg Reviewed by Marc Chandler on July 31, 2017 Rating: 5
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US Fiscal Policy US Fiscal Policy Reviewed by Marc Chandler on July 31, 2017 Rating: 5
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Monday Morning Blues

July 31, 2017
The US dollar is enjoying a respite from the recent selling, but its gains have been shallow, and will likely prove brief.    The upticks have been concentrated in the recently high-flying dollar-bloc currencies, and sterling.  The tone appears to be more consolidative than corrective, and month-end adjustment provides an additional wrinkle.
The tw…
Monday Morning Blues Monday Morning Blues Reviewed by Marc Chandler on July 31, 2017 Rating: 5
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Emerging Markets: Preview of the Week Ahead

July 30, 2017
(from my colleague Dr. Win Thin)

EM FX was mixed last week, as markets await fresh drivers.  Jobs report this Friday could provide greater clarity with regards to Fed policy.  BOE and RBA meet but aren’t expected to change policy.  Data is likely to reinforce the notion that inflation remains low in EM, allowing those central banks to remain dovis…
Emerging Markets: Preview of the Week Ahead Emerging Markets: Preview of the Week Ahead Reviewed by Marc Chandler on July 30, 2017 Rating: 5
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