from MacroScope:

Second Fed rate hike delay this year slowly getting more official

August 27, 2015

RTX1GYLG.jpgFinancial markets have all but shut the door to a Federal Reserve rate hike in September, following a rout in stocks, currencies and commodities this past week, but economy watchers are only now warming up to the idea -- in public at least.

from Breakingviews:

Anyone have change for a quadrillion dollar bill?

By Edward Hadas
June 12, 2015

A vendor arranges eggs on a new 100 billion Zimbabwean dollar note in Harare

A vendor arranges eggs on a new 100 billion Zimbabwean dollar note in Harare July 22, 2008. REUTERS/Philimon Bulawayo

from Morning Bid with David Gaffen:

Dollar strength, equity weakness?

May 28, 2015

The dollar's renewed vigor has some investors worried that the stock market rally will not last.

from MacroScope:

Is the dollar taking over the Fed’s job?

May 5, 2015

US trade

 

 

 

 

 

 

 

 

 

While the surge in the greenback since July has turned up in all sorts of economic data, much of it not good, the big one may have just landed.

from MacroScope:

Emerging market stocks look more resilient to a Fed rate hike

April 9, 2015

Members of the Legio X Fretensis (Malta) re-enactment group take part in a display of ancient Roman army life at Fort Rinella in Kalkara, outside Valletta

Expectations may have been pushed to later this year for when the U.S. Federal Reserve will hike interest rates, but a repeat of another steep sell-off in emerging market stocks appears unlikely as much has already been priced in - and because of the stronger dollar.

from Morning Bid with David Gaffen:

Moving averages, moving targets

March 26, 2015

It's starting to get difficult to keep track of the reasons for big selloffs, especially when the bond market and stock market engage in an all-out barf-fest simultaneously. The markets remain in a vacuum. Major earnings don't start for a few more weeks, and the key employment data isn't out for another week as well. That has left a bit of a void, which investors are filling with concerns about the dollar (if it's strengthening, it hurts earnings; if it's weakening, it's because of worries about the economy) and worries about the economy.

from Expert Zone:

Why India may come out on top after Fed rate hike

By Aviral Gupta
March 17, 2015

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters)

from MacroScope:

Euro may not be on a one-way road to parity

March 17, 2015

RTR4SXKP.jpgSigns the euro zone economy may have turned a corner just as many begin to question the timing of a U.S. interest rate hike could soon put a floor under the euro after a 13 percent plunge so far this year.

from Morning Bid with David Gaffen:

Outpost in Ukraine

March 11, 2015

The International Monetary Fund will decide later today whether to approve a big package of bailouts for Ukraine - provided the country, struggling with a weak economy, a sharp decline in oil prices and a conflict with Russia, can figure out a way to get about $15 billion from its creditors. Ukraine would have to keep its debt-to-GDP low enough so that the IMF doesn't feel like it's sticking its neck out too far.

from MacroScope:

Tsipras not for turning

By Mike Peacock
February 9, 2015

Greek Prime Minister Tsipras delivers his first major speech in parliament in Athens

Alexis Tsipras is not for turning, not yet anyway.

Speaking in parliament on Sunday night the new Greek premier said he would not accept an extension to Greece's current bailout, something the euro zone is urging him to do, and stuck with austerity-ending pledges such as giving free food and electricity to those who need it, reinstating civil servants who had been fired as part of bailout conditions and raising the minimum wage. Privatisations have already been halted.