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Great Graphic: S&P 500 and the Euro

September 23, 2013
The relationship between the dollar and the stock market continues to be closely followed by investors and observers. The rub is that one cannot simply look at the dollar, but must look at the dollar relative to another currency or currencies. The euro-dollar exchange rate is the most actively traded currency pair, and we look at that relationshi…
Great Graphic: S&P 500 and the Euro Great Graphic: S&P 500 and the Euro Reviewed by Marc Chandler on September 23, 2013 Rating: 5
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Emerging Market Preview: The Week Ahead

September 23, 2013
(from my colleagues Dr. Win Thin and Ilan Solot) Israeli central bank holds policy meeting Monday and is expected to keep rates steady at 1.25%. The central bank is in limbo as the search for a new Governor continues. Interim Governor Flug could move rates if given a compelling reason, but for now. The data suggest a wait and see approach is most …
Emerging Market Preview: The Week Ahead Emerging Market Preview: The Week Ahead Reviewed by Marc Chandler on September 23, 2013 Rating: 5
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Big Picture to Begin Week

September 23, 2013
Given the developments, the price action in the capital markets has been limited. The dollar is little changed, with a softer bias. Global equity markets are generally flat, with the MSCI Asia Pacific Index up about 0.25%, and the MSCI Emerging Market Index is down about 0.6% and the Dow Jones Stoxx 600 in Europe is down about 0.1% near midday in…
Big Picture to Begin Week Big Picture to Begin Week Reviewed by Marc Chandler on September 23, 2013 Rating: 5
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Dollar Bought on German Election Risk

September 21, 2013
Due to heavy business travel schedule, the usual weekend posts will not appear, but the analysis will resume Monday, September 23.



Here, though, are a few links to some of the more popular posts in recent days. 
1.  Fed Disappoints but Global Investors Happy

2.  Fee Fi Fo Fed

3. The Fed's Dilemma and the Week Ahead

4.  Great Graphic:  Do Rec…
Dollar Bought on German Election Risk Dollar Bought on German Election Risk Reviewed by magonomics on September 21, 2013 Rating: 5
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Emerging Markets: What has Changed

September 19, 2013
(from my colleagues Dr. Win Thin and Ilan Solot)

1) The near-term outlook for EM has brightened a bit with the Fed’s about face on tapering 2) The BOK is thought to have intervened by BUYING USD at the 1080 level and below 3) New positive policy measures in India are seen, but more negative data makes Rajan’s life difficult 4) Pakistan surprised marke…
Emerging Markets: What has Changed Emerging Markets: What has Changed Reviewed by Marc Chandler on September 19, 2013 Rating: 5
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