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Weaker Commodities and Stocks, Firm Bonds, Mixed Dollar

December 28, 2015
Australia, New Zealand, UK markets closed for Boxing Day.  
After rallying last week, oil prices are off 2%, base and precious metals lower.
European core and peripheral bond markets are highs, with yields slipping mostly 2-3 bp. No end to the political uncertainty in Spain, but Spanish 10-year bonds are matching regional performance. 
Equities hav…
Weaker Commodities and Stocks, Firm Bonds, Mixed Dollar Weaker Commodities and Stocks, Firm Bonds, Mixed Dollar Reviewed by Marc Chandler on December 28, 2015 Rating: 5
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Dollar Outlook for the Last Week of the Year

December 26, 2015
The US dollar traded heavily in the holiday-shortened week. It slipped against all the major currencies.  The recovery in commodity prices, the new stimulus Chinese officials suggested, and the relatively high yields conspired to help lift the dollar-bloc currencies.  Them and the Swedish krona fared best.  Sterling, the Swiss franc, and Japanese …
Dollar Outlook for the Last Week of the Year Dollar Outlook for the Last Week of the Year Reviewed by Marc Chandler on December 26, 2015 Rating: 5
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Good Holiday Reads

December 24, 2015
1.  Outlook for 2016

2.  Interesting comparative look at consumer inflation (US, UK, Japan, and EMU)

3.  Great Graphic illustrating the refugee/asylum migration to Europe

4.  Great Graphic depicting how US stocks trade in December for past two decades

5.  The behavior of cartels and the outlook for oil




Disclaimer
Good Holiday Reads Good Holiday Reads Reviewed by Marc Chandler on December 24, 2015 Rating: 5
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Hump Day Update

December 23, 2015
The thinness of the order-driven capital markets is making price action that seems more inexplicable than usual. The US dollar is mixed. It has recouped all the ground it lows against the euro yesterday, as the single currency briefly dipped below $1.09 in the North American morning.  It was unable to build on yesterday's gains that had carrie…
Hump Day Update Hump Day Update Reviewed by Marc Chandler on December 23, 2015 Rating: 5
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Tuesday's Highlights

December 22, 2015
1.  China's Central Economic Work Conference is responsible for setting the annual GDP target.Although it was not formally announced, President Xi previously indicated that the goal for the economy to expand by around 6.5% a year through 2020.  More telling than the GDP target is the intentions expressed in the new slogan:  flexible monetary p…
Tuesday's Highlights Tuesday's Highlights Reviewed by Marc Chandler on December 22, 2015 Rating: 5
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