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The Ides of March continue echoing and echoing. We discuss further fallouts from the Fed and move to on markets, which are also falling out. Is this the beginning of a downfall?

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  1. Fed fallout: The dovish hike continues hurting the greenback and Kashkari’s comments do not help: he dives into the numbers behind the labor market slack.
  2. Murky markets: A risk-off mode  has eclipsed markets: stocks dropped relatively sharply  in comparison to recent stability.
  3. Preview:  The last week of the quarter brings last-minute adjustments, the triggering of Article 50, aka Brexit and quite a few GDP releases.

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