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Eerie and Nervous Calm in Capital Markets

January 21, 2026
There are many moving pieces and Japan’s finance minister call for market calm seemed to help. Japan’s 30- and 40-year yields fell around 15 bp today after yesterday’s surge. There is a fragile calm in the capital markets today, and the dollar is mostly consolidating against the G10 currencies. Meanwhile, President Trump will speak at Davos shortl…
Eerie and Nervous Calm in Capital Markets Eerie and Nervous Calm in Capital Markets Reviewed by Marc Chandler on January 21, 2026 Rating: 5
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Drama Unfolds: Stocks, Bonds, and the Dollar have Been Sold

January 20, 2026
The markets are reacting dramatically to recent developments. Stocks and bonds have been sold, gold and silver are at record highs, and the US dollar has been sold aggressively. President Trump is in Davos and has not relented on his demand for Greenland and he seeks to cajole others into joining the board to oversee the reconstruction of Gaza. US…
Drama Unfolds: Stocks, Bonds, and the Dollar have Been Sold Drama Unfolds: Stocks, Bonds, and the Dollar have Been Sold Reviewed by Marc Chandler on January 20, 2026 Rating: 5
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Greenback Slips Amid Heightened Tensions over Greenland

January 19, 2026
The US stepped up its attempt to secure Greenland for national security purposes, even though it has reduced its presence there. The latest attempt included a threat to impose 10% tariffs on several EU countries starting next month and would rise to 25% in June. This is too much for many EU countries and some retaliation is being considered. An em…
Greenback Slips Amid Heightened Tensions over Greenland Greenback Slips Amid Heightened Tensions over Greenland Reviewed by Marc Chandler on January 19, 2026 Rating: 5
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Week Ahead: Dollar's Upside Correction Since around Christmas may be in the Final Phase Week Ahead: Dollar's Upside Correction Since around Christmas may be in the Final Phase Reviewed by Marc Chandler on January 17, 2026 Rating: 5
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US Dollar Finishing Week Softly but Within Consolidative Ranges

January 16, 2026
The US dollar is softer against all the G10 currencies, but the general consolidation seen this week continues. Japanese officials continued their verbal intervention, and with the US holiday on Monday, the risk of material intervention is seen as greater, and some yen shorts have covered. News that Machado has given the Nobel Peace Prize she was …
US Dollar Finishing Week Softly but Within Consolidative Ranges US Dollar Finishing Week Softly but Within Consolidative Ranges Reviewed by Marc Chandler on January 16, 2026 Rating: 5
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The Dollar is Firm but Consolidating

January 15, 2026
The consolidation phase in the dollar continues today. Relatively narrow ranges are prevailing, including with the Japanese yen, where the threat of intervention has helped steady the exchange rate. The Bank of Japan meets next week, and although reports suggest that it will take the inflationary implications of the yen’s weakness into account, th…
The Dollar is Firm but Consolidating The Dollar is Firm but Consolidating Reviewed by Marc Chandler on January 15, 2026 Rating: 5
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The Dollar Consolidates while Japan Steps Up its Intervention Threats and Decision Day for the SCOTUS The Dollar Consolidates while Japan Steps Up its Intervention Threats and Decision Day for the SCOTUS Reviewed by Marc Chandler on January 14, 2026 Rating: 5
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JPY Slumps

January 13, 2026
The US dollar is mostly confined to narrow ranges against most of the G10 currencies today, ahead of the US CPI report and US corporate earnings. The yen is a notable exception. The dollar reached through JPY159.00 and has barely backed off. The ostensible catalyst is the heightened speculation of a snap election, which could be announced by the e…
JPY Slumps JPY Slumps Reviewed by Marc Chandler on January 13, 2026 Rating: 5
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