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Great Graphic: Shifting Correlations?--Dollar and Stocks

June 04, 2013
This Great Graphic depicts a shift in correlations between the euro-dollar exchange rate and the S&P 500.
The first chart is the results of a correlation conducted on the percentage change of the euro and the percentage change in the S&P 500 on a rolling 30-day basis. As investors, we are most interested in the correlation of returns.
W…
Great Graphic: Shifting Correlations?--Dollar and Stocks Great Graphic: Shifting Correlations?--Dollar and Stocks Reviewed by Marc Chandler on June 04, 2013 Rating: 5
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Pending Financial Reforms

June 04, 2013
The disparate views among Federal Reserve officials often commands the market's attention. Yet there is one area in which all the regional president agree and this will move into the spotlight tomorrow. 
The Federal Reserve presidents have endorsed the idea of moving institutional money markets away from the fixed $1 a share approach and tow…
Pending Financial Reforms Pending Financial Reforms Reviewed by Marc Chandler on June 04, 2013 Rating: 5
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Dollar Recovers, But Remains Vulnerable

June 04, 2013
There has been no follow through US dollar selling against the major currencies after yesterday's disappointing ISM manufacturing report. In fact the dollar's resilience today comes in the face of constructive developments in Japan and Europe.
Japan reported the first increase in wage earnings in three months. Spanish unemployment fell…
Dollar Recovers, But Remains Vulnerable Dollar Recovers, But Remains Vulnerable Reviewed by Marc Chandler on June 04, 2013 Rating: 5
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Emerging Market Preview: Fundamental Headwinds

June 03, 2013
(from my colleagues Dr. Win Thin and Ilan Solot)
EM countries are facing serious growth headwinds that favor more monetary easing ahead. Fortunately, most countries are experiencing disinflation, and that should allow for more rate cuts in the coming months. Hungary, Israel, and Thailand all cut rates last week. The one glaring exception was Br…
Emerging Market Preview: Fundamental Headwinds Emerging Market Preview: Fundamental Headwinds Reviewed by Marc Chandler on June 03, 2013 Rating: 5
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Korea Complains the Loudest about Japan Ahead of G8 meeting

June 03, 2013
South Korea's finance minister and deputy prime minister has called upon the G8 for coordinated response to mitigate the impact of what Japan calls quantitative and qualitative easing. 
Fat chance.  For several years, Japan has been harangued to reflate the world's second largest economy. It appears to be finally doing so, and Prime Mini…
Korea Complains the Loudest about Japan Ahead of G8 meeting Korea Complains the Loudest about Japan Ahead of G8 meeting Reviewed by Marc Chandler on June 03, 2013 Rating: 5
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