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Emerging Markets: What has Changed

September 30, 2016
(from my colleague Dr. Win Thin)
Tensions between India and Pakistan are rising.
The Philippine government ordered the suspension of three quarters of the nation’s mines.
Czech central bank sounds more confident of the cap exit.
Poland’s Finance Minister Szalamacha was sacked.
Moody's downgraded Turkey one notch to Ba1 with a stable outlook.
The…
Emerging Markets: What has Changed Emerging Markets: What has Changed Reviewed by Marc Chandler on September 30, 2016 Rating: 5
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Divergence: Norway and Sweden

September 30, 2016
The euro is trading at its lowest level against the Norwegian krone since August 2015.  The euro is near its best levels against the Swedish krona in nearly as long.  
Through the first three-quarters of the year, the US dollar has fallen against most of the major currencies.  There are two exceptions.  Sterling's story is Brexit.  The Swedish …
Divergence: Norway and Sweden Divergence: Norway and Sweden Reviewed by Marc Chandler on September 30, 2016 Rating: 5
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Dollar Finishing Week on Firm Note

September 30, 2016
True to its recent habit, the US dollar is finishing the week on a firm note.  On the month, though, the greenback has fallen against most of the majors, but sterling, the Canadian dollar, and the Swedish krona.  
Global equities are trading heavily, and investors' angst is lending support to bond markets.  The concerns about the contagion effe…
Dollar Finishing Week on Firm Note Dollar Finishing Week on Firm Note Reviewed by Marc Chandler on September 30, 2016 Rating: 5
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Quick Look at Why the September Jobs Data will Likely Be Strong

September 29, 2016
Let's admit that the monthly non-farm payroll report is among the most difficult for economists to forecast.  The are not many reliable inputs as it is the first piece of real sector data for a new month.  
Nevertheless, it is an important piece of economic data, and which, as we saw earlier in the year, a significant downside miss could freeze…
Quick Look at Why the September Jobs Data will Likely Be Strong Quick Look at Why the September Jobs Data will Likely Be Strong Reviewed by Marc Chandler on September 29, 2016 Rating: 5
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Great Graphic: Growth in Premiums of Employer-Sponsored Health Insurance

September 29, 2016
Upward pressure on US consumer prices is stemming from two elements.  Rents and medical services.   Due to the differences the composition of the basket of goods and services that are used, the core personal consumption deflator, which the Fed targets, typically lags behind core CPI.  
At is time of year, the concern tends to be on health care cost…
Great Graphic: Growth in Premiums of Employer-Sponsored Health Insurance Great Graphic: Growth in Premiums of Employer-Sponsored Health Insurance Reviewed by Marc Chandler on September 29, 2016 Rating: 5
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Dollar Quietly Bid, while Market is Skeptical of OPEC Deal Dollar Quietly Bid, while Market is Skeptical of OPEC Deal Reviewed by Marc Chandler on September 29, 2016 Rating: 5
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