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News Stream Improves, ECB Continues to Weigh on Euro News Stream Improves, ECB Continues to Weigh on Euro Reviewed by Marc Chandler on March 03, 2015 Rating: 5
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German Wages: Creeping Optimisim

March 02, 2015
The differences between eurozone members tends to be a key focus for investors and policy makers.  There is another fissure that typically is under-appreciated.  It is within Germany itself, and it is often not discussed in polite company.  It is the divide between German workers and the economic elite.
The German economic model, under which it ex…
German Wages: Creeping Optimisim German Wages:  Creeping Optimisim Reviewed by Marc Chandler on March 02, 2015 Rating: 5
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Emerging Markets: Week Ahead Preview

March 02, 2015
(from my colleagues Dr. Win Thin and Ilan Solot)


EM assets are starting the week mixed, as markets await fresh signals for trading. Between the various central bank meetings in developed markets (BOE, ECB, RBA, and BOC) and the US non-farm payrolls, there are plenty of sources of volatility.  We think the jobs data will underscore our call for a Fe…
Emerging Markets: Week Ahead Preview Emerging Markets:  Week Ahead Preview Reviewed by Marc Chandler on March 02, 2015 Rating: 5
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Dollar Mostly Firmer, but Euro Recovers, Yuan Tumbles

March 02, 2015
The US dollar is firmer to start the week against most of the major currencies.  The euro zone reported less deflation than expected, and Germany and Italy reported better manufacturing PMIs.  This helped the euro recover from the initial slide in Asia that had taken it down to $1.1160.   Disappointing capex figures from Japan coupled with US 10-y…
Dollar Mostly Firmer, but Euro Recovers, Yuan Tumbles Dollar Mostly Firmer, but Euro Recovers, Yuan Tumbles Reviewed by Marc Chandler on March 02, 2015 Rating: 5
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Dollar Drivers: Central Bank Meetings, US Jobs, and More

March 01, 2015
March is said to come in like a lion and leave like a lamb. It does indeed appear to be coming in like a lion for investors.  There are four major central bank meetings and the US employment report.  Although Yellen did not convince many that the Fed is set to hike rates in June, yields in the eurozone continue to fall in anticipation of the bond …
Dollar Drivers: Central Bank Meetings, US Jobs, and More Dollar Drivers:  Central Bank Meetings, US Jobs, and More Reviewed by Marc Chandler on March 01, 2015 Rating: 5
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