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Thinking about Interest Rates

November 27, 2017
The US two-year yield has risen nearly 57 bp so far this year.  The Federal Reserve has hiked rates twice and is poised to raise the Fed funds target rate again in a few weeks.  The 10-year yield has fallen 11 bp.  The decline in the 10-year yield seems counter-intuitive and many worry that if it continues, it may signal a recession.  To be sure, …
Thinking about Interest Rates Thinking about Interest Rates Reviewed by Marc Chandler on November 27, 2017 Rating: 5
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Slow Start to Busy Week

November 27, 2017
The US dollar is narrowly mixed and is largely consolidating last week's losses as the market waits for this week's numerous events that may impact the investment climate.  These include the likelihood of the US Senate vote on tax reform, preliminary eurozone November CPI, a vote of confidence (or lack thereof) in the deputy PM in Ireland,…
Slow Start to Busy Week Slow Start to Busy Week Reviewed by Marc Chandler on November 27, 2017 Rating: 5
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Emerging Market Preview: Week Ahead

November 26, 2017
(from my colleague Dr. Win Thin)

EM FX ended the holiday-shortened week on a soft note.  While most were up on the entire week, notable laggards were TRY, CLP, and ZAR.  All three currencies underperformed due to rising political risks, and we suspect that will continue.  We believe MXN and BRL are likely to rejoin the laggards in the coming days.�…
Emerging Market Preview: Week Ahead Emerging Market Preview: Week Ahead Reviewed by Marc Chandler on November 26, 2017 Rating: 5
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