Section
Capital Market
62 posts
Dollar Sidelined, Krona Stabilizes, Rates Firm
Dollar Sidelined, Krona Stabilizes, Rates Firm by Marc Chandler The main development here in the last full week…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Great Graphic: CRB Index Revisited
Great Graphic: CRB Index Revisited by Marc Chandler Bond yields are rising. The break-even rates, which compare conventional…
Rising Yields Continue to be the Main Driver
Rising Yields Continue to be the Main Driver by Marc Chandler The euro remains pinned near the seven-month…
Riksbank and Norges Bank Policy Meetings
Riksbank and Norges Bank Policy Meetings by Marc Chandler Between tomorrow and the end of next week, six…
Euro and Yen Extend Recovery
Euro and Yen Extend Recovery by Marc Chandler The US dollar's upside momentum reversed in North America yesterday…
Yuan Not
Yuan Not by Marc Chandler There were two dogs that did not bark this year. The Japanese yen,…
Great Graphic: Growth in Federal Spending
Great Graphic: Growth in Federal Spending by Marc Chandler The US policy mix is changing. The trajectory of…
Canada Renews Inflation Target, but Tweaks Core Measures
Canada Renews Inflation Target, but Tweaks Core Measures by Marc Chandler The Canadian government renewed the Bank of…
Seven Things I Learned while Looking for Other Things
Seven Things I Learned while Looking for Other Things by Marc Chandler Here is to the serendipity of…
Forces of Movement in the Week Ahead
Forces of Movement in the Week Ahead by Marc Chandler There were two developments before the weekend that…
Speculators are Less Bullish the Yen and Scramble to Cover Peso Shorts
Speculators are Less Bullish the Yen and Scramble to Cover Peso Shorts by Marc Chandler It is difficult…
Great Graphic: Italian Banks and a German Bank
Great Graphic: Italian Banks and a German Bank by Marc Chandler European banks may not be the main…
Greenback Ending Week on Firm Note
Greenback Ending Week on Firm Note by Marc Chandler The US dollar is firm especially against the European…
Great Graphic: Is it Time to Buy the Mexican Peso?
Great Graphic: Is it Time to Buy the Mexican Peso? by Marc Chandler It is looking increasingly like…
Draghi Says Nothing to Undermine Expectations of New Action in December
Draghi Says Nothing to Undermine Expectations of New Action in December by Marc Chandler ECB President Draghi said…
