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The following is a post by Marc Chandler, head of Brown Brother Harriman’s Currency Strategy Team. For more of BBH’s currency views, visit the website here.
The Financial Times carried a story in the weekend edition quoting a couple analysts suggesting that the 10-year bond differentials are helping drive the euro lower.  In our analysis, we [...]

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The following is a post by Marc Chandler, head of Brown Brother Harriman’s Currency Strategy Team. For more of BBH’s currency views, visit the website here.
Canada reported a somewhat disappointing Q4 09 current account data today, but this is not sufficient to change our preference to buy Canadian dollars on weakness.
The current account shortfall [...]

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This post was originally published at A Fistful of Euros.
“Doom-mongers” – the Economist tells us – “are licking their wounds”. And why exactly are they licking their wounds? Well for two years now (apparently) they have been telling us that “the struggle to save the lat’s peg to the euro was bound to end in [...]

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The following is a post by Marc Chandler, head of Brown Brother Harriman’s Currency Strategy Team. For more of BBH’s currency views, visit the website here.
On our site please find our Weekly EMView, a one page table of driving forces and capital market trends for the EM currencies in the week ahead.
EM FX remains vulnerable [...]

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The following is a post by Marc Chandler, head of Brown Brother Harriman’s Currency Strategy Team. For more of BBH’s currency views, visit the website here.
At our website, please find our Weekly FXView, a one page table of driving forces and capital market trends for the major currencies in the week ahead.
We still favor buying [...]

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A post by Marc Chandler, head of Brown Brother Harriman’s Currency Strategy Team. For BBH’s currency views, visit the website here.
Many investments houses have been extremely bullish on the Swedish krona.  Swedish shares have generally outperformed most European bourses thus far this year, with the exception of Switzerland.  Swedish bonds have also fared fine, with [...]

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Michael Pettis really gets at the heart of the fallacious argument that China is somehow bankrolling the United States government. The fact is the Chinese have fixed their currency at an exchange rate which induces a current account surplus with the U.S. and…
If China runs a current account surplus, it must accumulate net foreign claims [...]

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The following is a post by Marc Chandler, head of Brown Brother Harriman’s Currency Strategy Team. For more of BBH’s currency views, visit the website here.
The Dutch government collapsed over the weekend as the Labor Party withdrew from the government as it refused to agree to the NATO request to extend Dutch troops stay in [...]

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This post originally appeared at Global Economy Matters.
The Eurozone’s current problems are not mainly a result a of profligate and reckless spending of government resources in the Eurozone periphery [1]. Even Nobel laureate Paul Krugman has begun to forcefully push this argument arguing that the real source of the malaise is the steady build up [...]