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Dollar Bid, Critical Events Loom

March 05, 2012
The US dollar is posting modest gains against most of the major and emerging market currencies to start what is likely to be among the most important weeks here in the first quarter, with numerous central banks meeting, first tier economic data and the deadline for the Private Sector Involvement (PSI) in Greece. The yen is bucking the generalizati…
Dollar Bid, Critical Events Loom Dollar Bid, Critical Events Loom Reviewed by Marc Chandler on March 05, 2012 Rating: 5
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Note on Commitment of Traders

March 03, 2012
There have been several interesting changes to the net speculative positions in the currency futures over the past week through Feb 28.  While not capturing the reversals in the euro and sterling at the end of the week, the data is still revealing.   The most notable change has been that the net speculative position has swung from short to long yen…
Note on Commitment of Traders Note on Commitment of Traders Reviewed by Marc Chandler on March 03, 2012 Rating: 5
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Dollar Finishing Week with Bid Tone

March 02, 2012
The US dollar is bid.  It has recouped every thing it lost in the first half the week against the euro.  It is flirting with its 20-day moving average against both the euro ($1.3254) and Swiss franc (CHF0.9108).  The constructive technical toned identified here at mid-week has undermined by what two considerations, the backing up of US rates, whic…
Dollar Finishing Week with Bid Tone Dollar Finishing Week with Bid Tone Reviewed by Marc Chandler on March 02, 2012 Rating: 5
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Great Graphic: Apple

March 01, 2012
There is no doubt Apple has a huge impact on our society. However if you've been living under a rock for the past decade here is some proof:


But exactly how big is Apple? This great graphic from Mashable shows us:
(You might have to click on the image to see it properly)
Great Graphic: Apple Great Graphic: Apple Reviewed by magonomics on March 01, 2012 Rating: 5
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Euro and Yen: Looking for a Black Cat in a Dark Room

March 01, 2012
Never known for being easy, the euro and yen seem particularly difficult to understand presently. During such times it is often best to return to basics. Foreign exchange reflects the cost of money. So do interest rates. The relationship between the two is not always clear and stable. Recently there have been some shifts in those relationships th…
Euro and Yen: Looking for a Black Cat in a Dark Room Euro and Yen: Looking for a Black Cat in a Dark Room Reviewed by Marc Chandler on March 01, 2012 Rating: 5
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Don't Lose Sleep over China's Fewer Treasury Holdings

March 01, 2012
Want more on China? See this piece I did back in 2010.

Revisions to the holdings of US Treasuries have set the chins wagging.  The key focus is on China's holdings of Treasuries. 
While the new data revised sharply higher June 2011 Chinese holdings to $1.307 trillion from $1.165 trillion the data points to a sharp decline in the second half …
Don't Lose Sleep over China's Fewer Treasury Holdings Don't Lose Sleep over China's Fewer Treasury Holdings Reviewed by Marc Chandler on March 01, 2012 Rating: 5
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Europe and Bernanke--Euro May Recover

March 01, 2012
The day after the LTRO, Europe has reported a mixed batch of PMI readings that underscore the multi-speed Europe that is emerging.  Germany, France, UK Norway and Sweden appear to be stabilizing.  However the rest seem to still be in difficult straits. 
A case can be made that Ireland, Italy and Switzerland are stagnating, while Greece and Spain a…
Europe and Bernanke--Euro May Recover Europe and Bernanke--Euro May Recover Reviewed by Marc Chandler on March 01, 2012 Rating: 5
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