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Emerging Markets: What Changed

December 01, 2017
(from my colleague Dr. Win Thin)
Bank of Korea hiked rates by 25 bp to 1.50%, the first hike in six years.Egypt central bank lifted the last remaining currency controls.S&P cut South Africa’s foreign currency rating one notch to BB with stable outlook.Turkey President Erdogan was implicated in an alleged plot to help Iran evade US sanctions.Mo…
Emerging Markets: What Changed Emerging Markets: What Changed Reviewed by Marc Chandler on December 01, 2017 Rating: 5
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Dollar Consolidates Weekly Gain, while Equities Ease to Start New Month

December 01, 2017
The release of the manufacturing PMIsconfirm that the synchronized global expansion remains intact.  The focus today is on three unresolved political challenges:  US tax reform, the UK-Irish border and the talks that may produce another grand coalition in Germany.  
The US dollar is mixed, with the dollar-bloc currencies and Scandis pushing higher.…
Dollar Consolidates Weekly Gain, while Equities Ease to Start New Month Dollar Consolidates Weekly Gain, while Equities Ease to Start New Month Reviewed by Marc Chandler on December 01, 2017 Rating: 5
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Cool Video: Short Take on Bitcoins

November 30, 2017
I stopped by Bloomberg near midday to talk with Vonnie Quinn and Shery Ahn.   We talked about many macro issues, but this clip that Bloomberg provided covers is the one topic that has overshadowed the big rally in US equities, tax reform and Matt Lauer: Bitcoins.
In this two minute clip, I mention that despite Bitcoins capturing the headlines, most…
Cool Video: Short Take on Bitcoins Cool Video: Short Take on Bitcoins Reviewed by Marc Chandler on November 30, 2017 Rating: 5
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US Energy: Changing Dynamics

November 30, 2017
Cyber currencies and their underlying technology,  the largely self-imposed drama in the US and UK, and the North Korea's apparent acquisition of nuclear capability are among the significant macro developments this year.   There is another development that like the otherswas a long time in the making, but seem to have reached a critical mass. …
US Energy: Changing Dynamics US Energy: Changing Dynamics Reviewed by Marc Chandler on November 30, 2017 Rating: 5
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