marc chandler


Dollar Sets Back After Testing Top of Range

The US dollar is mostly lower as liquidity thins, and soft economic data kept the bulls penned.  The soft ADP estimate and weaker …

Six Mostly Overlooked Points about the Currency Reserve Data

At the end of each quarter, the IMF reports on currency reserve holdings by central banks for the preceding quarter. What investors are most …

European Economic Thaw Continues, but Dollar Remains Firm

The US dollar remains bid as liquidity begins to slip away from the foreign exchange market, not to return until April 7.  The …

U.S. Economy Outlook: Dollar Jumps

March may begin as a lion and end as lamb, but the US dollar is finishing the month as it began, with underlying …

The Dollar and Equities Revisited

The divergence meme that had the US well ahead in the global business cycle produced a virtuous cycle.  The dollar and US stocks …

Dollar and Equities Begin Week on Firm Footing

The US dollar trended higher in Asia and early Europe, but the gains have been pared as the European session got under way, …

Week Ahead is Short but Eventful

The calendar impacts the investment climate.  March 31 ends the month, quarter, and for several countries and companies, the fiscal year.

Dollar Extends Yesterday’s Recovery

  The greenback staged a reversal yesterday, and there has been follow through buying in Europe after a quiet Asian session.  It seems …

​Is Inflation Returning? Inflation Expectations are Rising

Japan reports CPI, alongside retail sales, unemployment and overall household spending early tomorrow in Tokyo. Despite the extremely aggressive expansionary monetary policy, the BOJ …

Dollar Slumps and Oil Jumps

  The US dollar is broadly lower, dragged down by the escalation of the conflict in Yemen, month and quarter end position adjustments …

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