We begin by helping you understand the recent data including the NFP and focus from the Draghi’s dilemma as well as other events.
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- US jobs – glass half full or half empty: Job gains and wages did the ol’-switcheroo and this makes things complicated for the Fed, for markets and for the descending US dollar.
- Draghi Drama: The ECB is back with a big dilemma about the next move and also about managing expectations. Will we see a repeat of the big euro-downer from January 2015 or the euro booster from December?
- Preview: It’s not only Draghi in the second week of March. China, everybody’s favorite scapegoat, publishes key data, and we have some rate decisions in countries carrying commodity currencies.
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