Next Up: How Do You Contain the Dollar Virus?
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.
Roller Coaster Markets, Time for Emergency Measures, 3 Stock Groups to Focus On
I'll stick to the three-pronged approach... the Rebound group, the Virus group, and the Revenue group.
Kass: All Problems Cannot Be Solved With Monetary Policy
The near universal faith in central bank liquidity's ability to buoy stocks may be unjustified in the face of weakening fundamentals.
What the Dollar Does Here Is Key for Gold and Market Trends in 2020
Investors should be paying close attention to the U.S. dollar index and its 100-week moving average.
Japanese and Thai Stocks Take Iran Missile Hit
Markets in Thailand and Tokyo were the main losers on Wednesday, though Asian investors in general appear reassured the worst is over with Iran.
Asia's Currency Underperformers Look Like Good Bets for 2020 Gains
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.
Currencies Will Eventually Matter for Crude Oil and Other Commodities
If the currency markets come back to life it will put oil back on the trading screens of speculators.
Trade Is Reaching an Inflection Point
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.
China, Brexit, Rate Cuts and Bonds: What to Know and How to Play It All
There are a number of important questions stemming from this series of events.
No False Positive: The Global Economy Is Slowing
Thoughts on the ISM, trade, Friday's key job report and how to play it all.