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All about Debase: Not

December 02, 2014
Meghan Trainor tells us it is "All About the Bass."  It seems like many reporters and analysts may be mistaking her lyrics as if it is all about debase, as in currency wars. 
The latest surge of currency war stories follow the unexpected decision by the Bank of Japan to dramatically increase its Qualitative and Quantitative Easing at the…
All about Debase: Not All about Debase: Not Reviewed by Marc Chandler on December 02, 2014 Rating: 5
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The Dollar Comes Back Bid

December 02, 2014
After yielding ground yesterday, the US dollar comes back bid today.  The main driver is the divergence that favors the US.  Specifically, yesterday two people we have identified as part of the troika at the Federal Reserve, from where policy signals emanate,  played down the disinflationary threat of the fall in oil, saying it would likely be tem…
The Dollar Comes Back Bid The Dollar Comes Back Bid Reviewed by Marc Chandler on December 02, 2014 Rating: 5
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Oil, Cartels, and the ECB

December 01, 2014
OPEC is a cartel but it is a strange species in the sense that it only accounts for about 40% of oil production.  In the past exerted its influence by cutting production, as in 2008, and driving up prices.  Now it faces a different challenge.  New supply has come on the market, which threatens the cartel's position. 
There is only one way to ad…
Oil, Cartels, and the ECB Oil, Cartels, and the ECB Reviewed by Marc Chandler on December 01, 2014 Rating: 5
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Emerging Market Preview of the Week Ahead

December 01, 2014
(from my colleagues Dr. Win Thin and Ilan Solot)
With the broader dollar appreciation trend losing steam in last several weeks, the fall in oil prices has become the main external variable determining EM performance.  Russia, of course, is the weakest link amongst the major EM countries, but Malaysia and Colombia are also coming under pressure.  Ev…
Emerging Market Preview of the Week Ahead Emerging Market Preview of the Week Ahead Reviewed by Marc Chandler on December 01, 2014 Rating: 5
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After Advancing, Dollar Pulls Back After Advancing, Dollar Pulls Back Reviewed by Marc Chandler on December 01, 2014 Rating: 5
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