Results for Election 2012
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Thoughts on the Week Ahead

July 14, 2013
The most important driver in capital markets is the assessment of when the monetary authorities of the largest economy in the world will reduce its stimulus. A consensus in the market for a September tapering and a complete stop by mid-2014 before a rate hike in late 2014 or early 2015 had emerged. Bernanke's comments shook that consensus a…
Thoughts on the Week Ahead Thoughts on the Week Ahead Reviewed by Marc Chandler on July 14, 2013 Rating: 5
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Asset Markets Mostly Improve, but Dollar Retains Firm Under Tone

June 28, 2013
Reassuring words from a number of Federal Reserve officials, continued easing of the acute liquidity squeeze in China and mostly firm data in Europe has seen global equity and bond markets general trading higher, but in the foreign exchange market the dollar has retained the underlying firm tone seen this week.  Generally speaking, we anticipate …
Asset Markets Mostly Improve, but Dollar Retains Firm Under Tone Asset Markets Mostly Improve, but Dollar Retains Firm Under Tone Reviewed by Marc Chandler on June 28, 2013 Rating: 5
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FX Drivers and Themes

December 10, 2012
News of greater political uncertainty in Italy and poor European data is spurring risk-off moves, with the dollar and yen firmer, emerging market currencies mostly softer, global equity markets lower and core bonds a bit firmer.  

Following much weaker than expected German industrial production figures last week has been followed in kind by disappo…
FX Drivers and Themes FX Drivers and Themes Reviewed by Marc Chandler on December 10, 2012 Rating: 5
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Unlikely Day for Turnaround Tuesday

November 06, 2012
The US dollar is consolidating its recent gains with a most unlikely backdrop.  European data was much weaker than expected.  The Greek parliament vote on reforms and the 2013 budget look like cliff hangers.  With national polls pointing to a statistical dead heat, the US presidential election is thought to be coming down to the wire.  Legal mane…
Unlikely Day for Turnaround Tuesday Unlikely Day for Turnaround Tuesday Reviewed by Marc Chandler on November 06, 2012 Rating: 5
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Dollar Mixed, Market Digesting Developments

May 11, 2012
There are conflicting impulses for the capital markets today and this is contributing to the mixed dollar tone.   News from JP Morgan initially triggered risk-off tactics and the euro re-tested the $1.29 level, making new lows for the move.  It recovered later in the session, perhaps helped by some reports suggesting some potentially encouraging …
Dollar Mixed, Market Digesting Developments Dollar Mixed, Market Digesting Developments Reviewed by Marc Chandler on May 11, 2012 Rating: 5
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Uncertainty High, Dollar Firm

May 08, 2012
The US dollar remains mostly firmer against major and emerging market currencies.  Things are still up in the air.  Soft UK housing price data and BRC sales figures have gotten the chins wagging again about the possibility that the BOE extends its gilt purchases at Thursday's MPC meeting.  Wider than expected Australian trade deficit (A$1.59 …
Uncertainty High, Dollar Firm Uncertainty High, Dollar Firm Reviewed by Marc Chandler on May 08, 2012 Rating: 5
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A Nascent Growth Pact Begins to Take Shape

April 30, 2012
The agenda in the euro zone is changing.  The likely outcome of the weekend elections in Greece and France are just as much an effect as a cause of the shift in the agenda.  For the first time since the crisis began, the German insistence on austerity is being complimented by the push for a growth pact.  We recognized ECB President Draghi's s…
A Nascent Growth Pact Begins to Take Shape A Nascent Growth Pact Begins to Take Shape Reviewed by Marc Chandler on April 30, 2012 Rating: 5
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Coming Growth Pact in Europe

April 25, 2012
Over the past several weeks, both Spain and Italy have indicated they will not reach the initially projected deficit targets. Nearly all the polls suggest that the (moderate) Socialist Hollande will win the second round of France's presidential contest. Greek national elections, also on May 6, may result in a fragmented parliament, underminin…
Coming Growth Pact in Europe Coming Growth Pact in Europe Reviewed by Marc Chandler on April 25, 2012 Rating: 5
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More Thoughts on the Importance of the French Elections

April 19, 2012
The French premium over Germany rose today to a three-month high. Rumors of a rating downgrade proved wide of the mark, but it reflects the market's anxiety about the outlook for France going forward.
As we have argued, the challenges of the euro zone are not limited to the old periphery of Greece, Ireland and Portugal. Clearly, Spain and Ital…
More Thoughts on the Importance of the French Elections More Thoughts on the Importance of the French Elections Reviewed by Marc Chandler on April 19, 2012 Rating: 5
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Great Graphic: A Woman's Worth

April 18, 2012
Ann Romney's resume or lack thereof has sparked interest in the role women play in the American economy. Following the dissapointing job numbers for March, President Obama commented on the role of women in the economy during a White House conference on the topic.


Yesterday was Equal Pay Day (I know it seems like just yesterday we were celebrati…
Great Graphic: A Woman's Worth Great Graphic: A Woman's Worth Reviewed by Marc Chandler on April 18, 2012 Rating: 5
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