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Risk Returns

November 05, 2018
Overview:  Cynicism over the prospects of a resolution to US-Chinese trade tensions and a break-through in UK-EC Brexit talks appears to be injecting a more cautious tone to the capital markets.  The recovery in equities has stalled.  The MSCI Asia Pacific benchmark halted a four-day rally, and the Dow Jones Stoxx 600 Index is off marginally today…
Risk Returns Risk Returns Reviewed by Marc Chandler on November 05, 2018 Rating: 5
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Stocks, Trade, and the Fed in the Week Ahead

November 04, 2018
Last month's downdraft in equities spooked investors.  The fear that is often expressed is that the end of the business cycle may coincide with the end of a credit cycle and a return to 2008-2009 crisis.  It seems like an increasing number of economists agree with the sentiment expressed by President Trump that the Fed is too aggressive.  Of …
Stocks, Trade, and the Fed in the Week Ahead Stocks, Trade, and the Fed in the Week Ahead Reviewed by Marc Chandler on November 04, 2018 Rating: 5
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Uneven Dollar Correction may Continue

November 03, 2018
The US dollar turned in a mixed performance last week.  Favorable economic data and a recovery in equities helped the Antipodean currencies advance the most.  The New Zealand dollar rallied nearly 2%, and the Australian dollar gained 1.5% on the week. Their central banks meet next week, but there is little chance of a change in policies.  Hopes o…
Uneven Dollar Correction may Continue Uneven Dollar Correction may Continue Reviewed by Marc Chandler on November 03, 2018 Rating: 5
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Greenback is Unable to Recover Ahead of Jobs Report

November 02, 2018
Overview:  The markets have taken an important step away from the edge.  A major threat to investors emanated from the US as the "America First" agenda meant trade tensions with nearly every country.  Trump signaled yesterday progress in talks with China, and today the press reports that Trump has instructed his cabinet to draw up a pote…
Greenback is Unable to Recover Ahead of Jobs Report Greenback is Unable to Recover Ahead of Jobs Report Reviewed by Marc Chandler on November 02, 2018 Rating: 5
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Dollar Slumps to Start New Month

November 01, 2018
Overview: It appears that month-end considerations deterred the dollar selling that the technical indicators warned was coming and as the new month starts, the dollar is offered.  It is weaker against all the major currencies and most of the emerging market currencies.  The two main developments include progress on the EU-UK Brexit negotiations th…
Dollar Slumps to Start New Month Dollar Slumps to Start New Month Reviewed by Marc Chandler on November 01, 2018 Rating: 5
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