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Changing Dynamics

September 30, 2017
We agree with the consensus that the markets are in a transition phase. The consensus sees this transition phase as a new economic convergence. European and Japanese economic growth continues above trend.  Large emerging markets, including BRICs, are also expanding. Central banks are gradually moving away from the extreme accommodation.  
We recogn…
Changing Dynamics Changing Dynamics Reviewed by Marc Chandler on September 30, 2017 Rating: 5
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Emerging Markets: What has Changed

September 29, 2017
(from my colleague Dr. Win Thin)  India Prime Minister Modi announced an INR163.2 bln program to deliver electricity to all households.Poland’s President Duda is trying to reach a compromise on judicial reforms.Fitch raised the outlook on Russia’s BBB- rating from stable to positive.Saudi Arabia announced it will remove the ban on women driving.So…
Emerging Markets: What has Changed Emerging Markets: What has Changed Reviewed by Marc Chandler on September 29, 2017 Rating: 5
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Dollar's Gains Pared, but Set to Snap Six Month Losing Streak Against the Euro Dollar's Gains Pared, but Set to Snap Six Month Losing Streak Against the Euro Reviewed by Marc Chandler on September 29, 2017 Rating: 5
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Greenback Consolidates while Yields Continue to March Higher

September 28, 2017
The US dollar is consolidating inside yesterday's ranges against the euro and yen while extending its gains against sterling and the dollar-bloc currencies.  The sell-off in the US debt market continues to drag global yields higher.  The 10-year Treasury yield reached 2.01% on September 8 and now, nearly three weeks later, is near 2.35%.  It h…
Greenback Consolidates while Yields Continue to March Higher Greenback Consolidates while Yields Continue to March Higher Reviewed by Marc Chandler on September 28, 2017 Rating: 5
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Implications of German and Japanese Political Developments

September 27, 2017
There have been two developments in German and Japanese politics that will likely have implications for future policy.  Let's review the developments and consider the implications for investors.  
There is much talk of the Jamaica coalition in Germany, with the CSU/CSU being joined by the FDP and the Greens.   While the SPD said it would rather…
Implications of German and Japanese Political Developments Implications of German and Japanese Political Developments Reviewed by Marc Chandler on September 27, 2017 Rating: 5
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