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Dollar Slips in Consolidative Activity

October 30, 2017
The markets are mixed, mostly responding to idiosyncratic developments, as the week's large events loom ahead.  These BOJ, BOE, and FOMC meetings, eurozone flash CPI and US jobs reports.  In addition, US President Trump is expected to announce his nomination of the next Fed chair, and the initial House tax bill will be unveiled.  
Technically, …
Dollar Slips in Consolidative Activity Dollar Slips in Consolidative Activity Reviewed by Marc Chandler on October 30, 2017 Rating: 5
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Emerging Markets: Week Ahead Preview

October 29, 2017
(from my colleague Dr. Win Thin)
EM FX gained some limited traction Friday but still capped off another awful week.  So far this quarter, the worst EM performers are TRY (-6%), MXN (-5%), ZAR (-4%), COP, and BRL (both -2.5%). We expect these currencies to remain under pressure as political concerns are unlikely to dissipate anytime soon.
South Afri…
Emerging Markets: Week Ahead Preview Emerging Markets:  Week Ahead Preview Reviewed by Marc Chandler on October 29, 2017 Rating: 5
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Thumbnail Sketch of the Week's Big Events

October 29, 2017
The week ahead will be among the busiest in Q4.   In this note, we provide a brief sketch of the different events and data points that will shape the investment climate.  Given the importance of initial conditions, we will begin with an overview of the current investment climate.
Equity markets continue to rally, helped by strong earnings season, t…
Thumbnail Sketch of the Week's Big Events Thumbnail Sketch of the Week's Big Events Reviewed by Marc Chandler on October 29, 2017 Rating: 5
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New Confidence in Divergence Powers Dollar

October 28, 2017
The dollar fell from late April when it became clear that the populist-nationalist wave was not going to sweep across Europe until early September.  Renewed political tailwinds from Europe and efforts by the Fed's leadership to convince investors that a December rate hike was still seen as appropriate helped the dollar begin recovering. 
The pr…
New Confidence in Divergence Powers Dollar New Confidence in Divergence Powers Dollar Reviewed by Marc Chandler on October 28, 2017 Rating: 5
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Emerging Markets: What has Changed

October 27, 2017
(from my colleague Dr. Win Thin)
President Xi Jinping’s concepts of socialist thinking were written into China’s constitution.Malaysia Prime Minister Najib presented an expansionary budget for 2018 ahead of elections.Czech billionaire Andrej Babis’ ANO party won the elections.South Africa's mid-term budget statement acknowledged the deteriorat…
Emerging Markets: What has Changed Emerging Markets:  What has Changed Reviewed by Marc Chandler on October 27, 2017 Rating: 5
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