Extreme currency moves can't be ignored -- so let's look at some action in the yen and Australia's dollar vs. the U.S. buck.
Sentiment is getting a bit too bullish and we're overbought, and here's what that should mean.
You should start thinking now about inflation and what the recovery will look like to figure out how to invest wisely.
The world's 4th largest population has under 2,000 confirmed coronavirus cases. Yet the Indonesian rupiah has breached 16,000, a level not seen since the Asian financial crisis over 20 years ago.
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.