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Greenback Finishing Weak Quarter in Mixed Fashion

March 31, 2017
The US dollar fell against all the major currencies in the first three months of 2017. The weakness initially seemed to be a correction to the rally, which began before the US election last year.  The dollar recovered in February, in anticipation of a hawkish Fed in March.  
The Fed did hike rates, but the dollar fell as the earlier than anticipate…
Greenback Finishing Weak Quarter in Mixed Fashion Greenback Finishing Weak Quarter in Mixed Fashion Reviewed by Marc Chandler on March 31, 2017 Rating: 5
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Emerging Markets: What has Changed

March 31, 2017
(from my colleague Dr. Win Thin)
Former Korean President Park was arrested.Hungary’s central bank was more dovish than expected.South African President Zuma finally fired Finance Minister Gordhan.Brazil’s meat industry may have seen the worst of the scandal.Banco de Mexico slowed the pace of tightening.In the EM equity space as measured by MSCI, C…
Emerging Markets: What has Changed Emerging Markets:  What has Changed Reviewed by Marc Chandler on March 31, 2017 Rating: 5
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Brief Thoughts on the Dollar

March 30, 2017
The US dollar starts the North American session narrowly mixed. Sterling, the Australian dollar, and Swiss franc are enjoying small gains.  The Scandis, the New Zealand dollar and euro are nursing small losses.  
The main talking point the improved signals from the US and the more cautious tone from Europe. In the US, there is talk of a compromise …
Brief Thoughts on the Dollar Brief Thoughts on the Dollar Reviewed by Marc Chandler on March 30, 2017 Rating: 5
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Cool Video: "Turn Around Tuesday" Call in Early Asia Yesterday

March 29, 2017
I had time this afternoon, as I prepare for my TMA presentation tomorrow night here in Hong Kong, to find my clip from yesterday on CNBC, where I suggested the risk of a dollar recovery after it lost downside momentum in North America on Monday.
There has not been much follow through today, though the euro broke below $1.08 in late-Asia and is mai…
Cool Video: "Turn Around Tuesday" Call in Early Asia Yesterday Cool Video:  "Turn Around Tuesday" Call in Early Asia Yesterday Reviewed by Marc Chandler on March 29, 2017 Rating: 5
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Cool Video: Brexit, Europe and EU Challenges

March 29, 2017
Earlier today, I had the opportunity to discuss the outlook for sterling and the US dollar on Bloomberg TV with Rishaad Salamat and Haidi Lun.  It is a momentous day with Article 50 of the Lisbon Treaty being formally triggered by UK Prime Minister May, nine months after what was, at least initially, a non-binding referendum.  
European Council Pre…
Cool Video: Brexit, Europe and EU Challenges Cool Video:  Brexit, Europe and EU Challenges Reviewed by Marc Chandler on March 29, 2017 Rating: 5
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