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Dollar Gains Broadly

September 04, 2018
The US dollar is rising against all the major and emerging market currencies today.   The signals from the White House suggest strong pressure will be exerted on Canada to sign on to NAFTA 2.0 or risk losing part of its auto sector, which of course is primarily the production of US brands.  At the same time, the US is in no mood to negotiate with …
Dollar Gains Broadly Dollar Gains Broadly Reviewed by Marc Chandler on September 04, 2018 Rating: 5
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Emerging Market Week Ahead Preview

September 03, 2018
(from my colleague Dr. Win Thin)

EM FX ended last week on a firm note, but weakness resumed Monday.  Higher than expected Turkish inflation hurt the lira, which in turn dragged down BRL, ARS, ZAR, and RUB.  We expect EM to remain under pressure this week when the US returns from holiday Tuesday. 
Korea reports August CPI Tuesday, which is expected …
Emerging Market Week Ahead Preview Emerging Market Week Ahead Preview Reviewed by Marc Chandler on September 03, 2018 Rating: 5
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6 Things That Happened On Monday You Should Know About

September 03, 2018
The first session of September was marked by the US Labor Holiday.  Several developments will help shape the investment climate.  
Japan:  A surge in capital expenditures will boost expectations for an upward revision to Q2 GDP, which will be released on September 9 in Tokyo.  Recall that Japan's economy contracting by 0.2% in Q1, but rebounded…
6 Things That Happened On Monday You Should Know About 6 Things That Happened On Monday You Should Know About Reviewed by Marc Chandler on September 03, 2018 Rating: 5
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Trade Trumps US Jobs and Rising Stress in Spain and Italy is More Important than the PMI Trade Trumps US Jobs and Rising Stress in Spain and Italy is More Important than the PMI Reviewed by Marc Chandler on September 02, 2018 Rating: 5
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Dollar and Yen Strong Finish Warn of Next Week's Anxieties

September 01, 2018
The pullback in the dollar from the mid-August faded last week as emerging market and trade tensions resurfaced as potent forces.  The outperformance of US assets in August was expected to generate dollar-sales at the end of the month, the dollar gained against all the major currencies at the end of last week. The dollar's low was registered b…
Dollar and Yen Strong Finish Warn of Next Week's Anxieties Dollar and Yen Strong Finish Warn of Next Week's Anxieties Reviewed by Marc Chandler on September 01, 2018 Rating: 5
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