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Three Dissents in Favor of a Rate Hike Fail to Support the Yen

April 28, 2026
The markets seem nervous. The dollar is higher against all the G10 currencies and most emerging market currencies. June WTI, which was at $82.60 on April 17, is now pushing against $100. July Brent, which was at $86.50, is now approaching $105. Both are up for the sixth session of the past seven. Equities and bonds are mostly lower. Gold and silve…
Three Dissents in Favor of a Rate Hike Fail to Support the Yen Three Dissents in Favor of a Rate Hike Fail to Support the Yen Reviewed by Marc Chandler on April 28, 2026 Rating: 5
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New Iranian Proposal Helps Bolster Risk Appetites

April 27, 2026
The breakdown of talks between the US and Iran initially warned of a risk-off session, but a new Iranian proposal appears to have revived the hopes of a resolution. The US dollar is trading softer and equities in Asia Pacific and Europe rose while bond yields were under pressure. The front month crude oil contracts are trading around $2 a barrel h…
New Iranian Proposal Helps Bolster Risk Appetites New Iranian Proposal Helps Bolster Risk Appetites Reviewed by Marc Chandler on April 27, 2026 Rating: 5
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May 2026 Monthly

April 25, 2026
The global capital markets will enter May with a sense of transition rather than resolution. Neither the Federal Reserve, nor the European Central Bank or the Bank of Japan meet in the month ahead. The market is inclined to see the third consecutive hike by the Reserve Bank of Australia but the other G10 central banks that meet in May, Norway'…
May 2026 Monthly May 2026 Monthly Reviewed by Marc Chandler on April 25, 2026 Rating: 5
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Week Ahead: Dollar and Stocks Due for Corrections?

April 18, 2026
(No daily note this week while I am on a business trip but the May monthly will drop April 24. Thanks for your patience.)Progress in US-Iran negotiations and a ceasefire between Israel and Lebanon fed investor optimism. The US S&P 500 and Nasdaq reached new record highs, with multi-week rallies in tow. June WTI tumbled 7.6% last week, after th…
Week Ahead: Dollar and Stocks Due for Corrections? Week Ahead: Dollar and Stocks Due for Corrections? Reviewed by Marc Chandler on April 18, 2026 Rating: 5
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Greenback Recovers Despite New Threats on the Fed and Stronger UK and Chinese GDP Greenback Recovers Despite New Threats on the Fed and Stronger UK and Chinese GDP Reviewed by Marc Chandler on April 16, 2026 Rating: 5
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The Greenback is Poised to Snap Losing Streak

April 15, 2026
The US dollar is enjoying a firmer bias today. The Dollar Index is threatening to snap a seven-day decline. President Trump has held out the possibility that the “war is close to over”. Yet the improved risk appetites in recent days reflects the market anticipating this. A new round of US-Iran negotiations could begin as early as tomorrow. Seeming…
The Greenback is Poised to Snap Losing Streak The Greenback is Poised to Snap Losing Streak Reviewed by Marc Chandler on April 15, 2026 Rating: 5
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Optimism Weighs on the Greenback

April 14, 2026
North American participants shrugged off the pessimism seen in Asia Pacific and Europe yesterday after the US-Iran negotiations broke down over the weekend. The optimism was contagious and reports that another round of negotiations are being contemplated during the ceasefire that expires next week. The dollar is broadly weaker. Global equities and…
Optimism Weighs on the Greenback Optimism Weighs on the Greenback Reviewed by Marc Chandler on April 14, 2026 Rating: 5
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