It is not a good sign when market strategists say any mention of "fundamentals" is dollar negative. From Wednesday’s FT:Mr Snow reaffirmed that his administration’s concept of a "strong dollar" was …

I was going to write about how the markets have concluded that risk does not exist.After all, early last week, the market thought that dollar bonds issued by emerging economies were not that much mor…

Maybe it is just me, but Thankgiving 2006 is starting to feel a bit like the period after Christmas in 2004.   Both periods saw sharp falls in the dollar in thin markets.  1.31 isn’t 1.36.  But, in a…

North Korea has traditionally utilized the new year to set priorities and provide guidance to its people. Under Kim Jong Il, this guidance has come out in the form of a combined New Year’s editorial …

Following North Korea’s second nuclear test in May of 2009, Chinese analysts did not hide their frustration with Pyongyang. China signed on to a robust UN Security Council resolution condemning the t…