A U.S. dollar that is rising in value against most other currencies is creating a huge problem for a world inundated with dollar-priced debt.
I'll stick to the three-pronged approach... the Rebound group, the Virus group, and the Revenue group.
The near universal faith in central bank liquidity's ability to buoy stocks may be unjustified in the face of weakening fundamentals.
Investors should be paying close attention to the U.S. dollar index and its 100-week moving average.
Markets in Thailand and Tokyo were the main losers on Wednesday, though Asian investors in general appear reassured the worst is over with Iran.
The won, rupee and yuan may turn from the poorest performance in 2019 to solid runs in 2020, while the Iran-induced run to the dollar and yen may reverse fast.
If the currency markets come back to life it will put oil back on the trading screens of speculators.
I see two ways the trade talks can play out from here, and how the effects of each will ripple out into the global economy.
There are a number of important questions stemming from this series of events.
Thoughts on the ISM, trade, Friday's key job report and how to play it all.