interest rates

US data have been better European periphery market access continues to improve Dollar weakness may be China-related Gold continues to get safe haven bid China’s slowing more likely to be abrupt Ukraine has become a military issue;…

In trying to assess the trajectory of the US economy, one is struck by the recent divergence between the manufacturing and the services sectors. Most analysts blame the weakness in the service sector and the resulting softness in the labor…

By Marc Chandler A discussion of what the ECB is likely to do at Thursday's policy meeting requires an appreciation of its challenges. There are four challenges that the ECB faces in nursing the "weak, fragile and uneven" recovery, as…

Given the difficulty in obtaining reliable data out of China, what other evidence do we have that the nation's economy is actually slowing? Here are four signs that seem to support the "slowdown" thesis.

While the emerging markets are getting a bit of a reprieve today, it bears noting that the move to so-called safe haven assets and currencies has begun. This suggests to me that George Magnus’ warning about this emerging markets crisis must…

According to Wikipedia, the Taylor rule is a “monetary-policy rule that stipulates how much the central bank should change the nominal interest rate in response to changes in inflation, output, or other economic conditions.” It is named…

Right now, everyone is talking about an emerging markets crisis due to the simultaneous turmoil in several emerging markets. I am not concerned about this being a full-blown crisis yet. At the same time, I do want to use this as a launchpad…

- The most important development has been the dramatic rate hike by the central bank of Turkey - The effective tightening by the Turkish central bank was 2.25% - a lot less dramatic than the headlines would suggest - The rate hikes in…

By Marc Chandler We argue that part of the euro's rise over the past several months reflects a reassessment of Spain's outlook. Many global investors had been under-weight Europe though most of H1 13, favoring the US and Japanese…

By Marc Chandler We argue that part of the euro's rise over the past several months reflects a reassessment of Spain's outlook. Many global investors had been under-weight Europe though most of H1 13, favoring the US and Japanese equities.…