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Stock Rally Arrested, but Bond and Oil Advance Continues, leaving Dollar in a Lurch Stock Rally Arrested, but Bond and Oil Advance Continues, leaving Dollar in a Lurch Reviewed by Marc Chandler on December 04, 2018 Rating: 5
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Great Graphic: The Dollar Index Climbs a Wall of Worry

December 03, 2018
To be sure, the Dollar Index is not the dollar.  It is not even a trade-weighted measure of the dollar. Two of America's largest trading partners, China and Mexico, are not represented. It is heavily weighted to the euro and currencies that move in its orbit, like the Swiss franc Swedish krona, and arguably the British pound. 
It is primarily …
Great Graphic: The Dollar Index Climbs a Wall of Worry Great Graphic:  The Dollar Index Climbs a Wall of Worry Reviewed by Marc Chandler on December 03, 2018 Rating: 5
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G20 Fans Animal Spirits

December 03, 2018
Overview:  The US and China kept their trade guns cocked at each other but offered the last opportunity for a negotiated settlement before escalation.  What is billed as a 90-day freeze on tariff increases is really only 60 days beyond January 1 when Trump had threatened to increase the 10% tariff on $200 bln of Chinese goods to 25%.  The US and C…
G20 Fans Animal Spirits G20 Fans Animal Spirits Reviewed by Marc Chandler on December 03, 2018 Rating: 5
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Jam-Packed Week Ahead

December 02, 2018
The week ahead may be among the busiest of the year.  There are important events every day that will shed light on three drivers of the ever-evolving investment climate, slower growth, softer prices, and trade tensions. 
The IMF revised down its forecast for world growth.  Late last week, S&P increased the probability of a US recession in the …
Jam-Packed Week Ahead Jam-Packed Week Ahead Reviewed by Marc Chandler on December 02, 2018 Rating: 5
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Some Technical Considerations or Dollar and Stocks Recover; Oil not so Much

December 01, 2018
With a firmer tone ahead of the weekend, the US dollar closed higher against the major currencies but the Australian and New Zealand dollars.  The pre-weekend gains were not enough against many emerging markets, and the greenback finished mixed.  It seemed a fitting way to end the month that witnessed conflicting macro impulses, including weaker …
Some Technical Considerations or Dollar and Stocks Recover; Oil not so Much Some Technical Considerations or Dollar and Stocks Recover; Oil not so Much Reviewed by Marc Chandler on December 01, 2018 Rating: 5
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