Foreign Exchange
Weekly and special commentary providing global market overviews and currency forecasts

More than a Jobs Preview

The March US jobs report will be released Friday, Good Friday, when many European countries are on holiday and the US is partially on holiday.
April 2012

PSI: So What? So Yesterday

The market has been focused on the negotiations over the private sector involvement in reducing Greece’s debt burden.
January 2012

US Multinationals’ Shifting Strategy: De-Emphasizing Western Europe

Sentiment toward the euro appears as negative as it has been since the joint intervention a little more than eleven years ago, even if the exchange rate is considerably higher.
January 2012

Korea

Last month marked the 20th anniversary of the collapse of the Soviet Union.
January 2012

Three Key Developments that will Shape the Investment Climate

Three events took place last week that will shape the general investment climate in the weeks and months ahead.
December 2011

The March to Folly: Underestimating Germany and the ECB

The House of Finance is accustomed to a cacophony of opinions and voices.
December 2011

Weekend Developments and Their Significance Going Forward

Economic data has been of tertiary concern to the market recently, overwhelmed by the drama in Europe.
November 2011

Thoughts on the Data in the Week Ahead and the Foreign Exchange Market

Economic data has been of tertiary concern to the market recently, overwhelmed by the drama in Europe.
November 2011

The Outlook for a European TARP

What Winston Churchill said about America, that it can be counted on to do the right thing after it exhausts the other alternatives, seems equally applicable to Europe.
October 2011

Gold, S&P and the Euro: Correlations Revisited

The elevated volatility levels have made for difficult times for many investors.
October 2011