Author : Marc Chandler

Given the absence of any major US data, China and Europe will attract the markets attention.  EM sentiment starts the week caught in a crosscurrent.  Given the absence of...

The US dollar is firmer against most of the European currencies but is weaker within the dollar-bloc and many emerging market currencies.  Against the yen, the greenback is little...

The US dollar's strong advance ended a month ago.  Weak economic data encouraged investors to push out their expectations of the Fed's first interest rate hike. Some are even...

The US dollar fell against the major currencies and many emerging market currencies last week. Punished by disappointing data, it threatened to breakout of ranges that have confined it....

America's poor response to the Asian Infrastructure Investment Bank has underscored the importance of the Trans-Pacific Partnership trade negotiations.  A failure would risk hollowing out one of President Obama's...

Over the last week, China (+6.3%), Argentina (+4.8%), and Hong Kong (+1.39%) have outperformed in the EM equity space, while India (-1.5%) and Czech Republic (-0.9%) underperformed. In the...

The key issue as the market heads into the weekend is whether the US dollar is breaking out of its trading range to the downside. Has the disappointing US...

This Great Graphic was composed on Bloomberg and it shows how performance of the MSCI Emerging Market equity index (white line) and the MSCI World Index of developed markets (yellow line).  The two time...

The financial media's look at yesterday's Treasury report on capital flows is myopic.  The key take away, they say, is that for the first time since the onset of...

The US dollar has stabilized from a sell-off that took it to JPY118.50 and lifted the euro to almost $1.0750.  Disappointing US data has squeezed out some late longs...