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Powerful Short Squeeze Lifts Nickel, while the Prospect of new Joint EU bonds help steady the Euro Powerful Short Squeeze Lifts Nickel, while the Prospect of new Joint EU bonds help steady the Euro Reviewed by Marc Chandler on March 08, 2022 Rating: 5
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Vladimir Nogoodnik Roils Markets

March 07, 2022
Overview:  The economic disruption seen since the US warning of an imminent Russian attack on February 11 continue to ripple through the capital and commodity markets.  Equities are being slammed.  Most Asia Pacific bourses were off 2-3% today. Europe's Stoxx 600 gapped lower ad has approached February 2021 levels, orr about 2.6% today.  US fu…
Vladimir Nogoodnik Roils Markets Vladimir Nogoodnik Roils Markets Reviewed by Marc Chandler on March 07, 2022 Rating: 5
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ECB Meeting and US and China's CPI are the Macro Highlights in the Week Ahead ECB Meeting and US and China's CPI are the Macro Highlights in the Week Ahead Reviewed by Marc Chandler on March 05, 2022 Rating: 5
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Capital and Commodity Markets Strain

March 04, 2022
Overview:  The capital and commodity markets are becoming less orderly.  The scramble for dollars is pressuring the cross-currency basis swaps.  Volatility is racing higher in bond and stock markets.  The industrial metals and other supplies, and foodstuffs that Russia and Ukraine are important providers have skyrocketed.  Large Asia Pacific equit…
Capital and Commodity Markets Strain Capital and Commodity Markets Strain Reviewed by Marc Chandler on March 04, 2022 Rating: 5
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European Currencies Continue to Bear the Brunt

March 03, 2022
Overview: Russia's invasion of Ukraine and the global response is a game-changer, as Fed Chair Powell told Congress yesterday.  The UK-based research group NISER estimated that world output will be cut by 1% next year or $1 trillion, and global inflation will be boosted by three percentage points this year and two next.  The recovery in US sto…
European Currencies Continue to Bear the Brunt European Currencies Continue to Bear the Brunt Reviewed by Marc Chandler on March 03, 2022 Rating: 5
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War, What's It Good For?

March 02, 2022
Overview: There is much talk about how the sanctions being imposed on Russia will hasten the demise of the dollar's role in the world economy, but today the dollar rides high.  There is no sign of its abandonment as its safe haven appeal shines.  The dollar-bloc currencies, helped perhaps by the commodity exposure are faring best.  The Canadia…
War, What's It Good For? War, What's It Good For? Reviewed by Marc Chandler on March 02, 2022 Rating: 5
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Calmer but Fragile Markets

March 01, 2022
Overview: The financial and economic chokehold on Russia continued to tighten as many corporations seek to reduce ties.  The market seems to be tentatively concluding that Russia can be ringfenced to a large degree, though, of course not fully.  The US NASDAQ's resilience yesterday, settling higher on the day may have helped lift the MSCI Asia…
Calmer but Fragile Markets Calmer but Fragile Markets Reviewed by Marc Chandler on March 01, 2022 Rating: 5
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