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Risk Appetites Didn't Return from the Weekend

September 20, 2021
Overview: Investors' mood did not improve over the weekend, and the lack of risk appetites are rippling through the capital markets today.  Equities have tumbled, yields have backed off, and the dollar is well bid.  Hong Kong and Australia led the sell-off in the Asia Pacific region, off 3.3% and 2.1%, respectively.  Regional losses may have b…
Risk Appetites Didn't Return from the Weekend Risk Appetites Didn't Return from the Weekend Reviewed by Marc Chandler on September 20, 2021 Rating: 5
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The Dollar is Aided by Speculation of a Hawkish Fed, Will It Sell-off on the Fact or Disappointment? The Dollar is Aided by Speculation of a Hawkish Fed, Will It Sell-off on the Fact or Disappointment? Reviewed by Marc Chandler on September 19, 2021 Rating: 5
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Central Bank Fest

September 18, 2021
In terms of central bank meetings, the week ahead is one of the busiest.  No fewer than 13 central banks hold policy meetings, divided between six major and seven emerging markets.  While the significance of US monetary policy for the world makes the FOMC meeting a highlight, it is Norges Bank, Norway's central bank, that will steal the march,…
Central Bank Fest Central Bank Fest Reviewed by Marc Chandler on September 18, 2021 Rating: 5
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Euro Holds above Yesterday's Lows Even After the ECB Denies the FT Story

September 17, 2021
Overview:  The week is winding down and risk-appetites seem vulnerable even though the MSCI Asia Pacific Index pared its first weekly loss in four, led by gains in Tokyo and Hong Kong.  With those gains, Japanese markets turned positive for the week, while Hong Kong's loss was narrowed to just below 5%.  Europe's Dow Jones Stoxx 600 gave u…
Euro Holds above Yesterday's Lows Even After the ECB Denies the FT Story Euro Holds above Yesterday's Lows Even After the ECB Denies the FT Story Reviewed by Marc Chandler on September 17, 2021 Rating: 5
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Australia and New Zealand Move in Opposite Directions

September 16, 2021
Overview: The energy complex has become a key focus, with Brent oil holding above $75 and WTI above $72.  Natural gas, which reached seven-year highs yesterday, is giving back around half of yesterday's 3.8% rally.  Rising energy prices play on fears of stagflation and also aggravate supply chain challenges.  Meanwhile, China's Evergrande …
Australia and New Zealand Move in Opposite Directions Australia and New Zealand Move in Opposite Directions Reviewed by Marc Chandler on September 16, 2021 Rating: 5
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China Disappoints, but the Yuan Remains Strong

September 15, 2021
Overview: The sixth decline of the S&P 500 in the past seven sessions set a negative tone for equity trading in the Asia Pacific region, and the poor Chinese data did not help matters.  News that China's troubled Evergrande would miss next week's interest payment weighed on sentiment too.  Only South Korea and India of the large market…
China Disappoints, but the Yuan Remains Strong China Disappoints, but the Yuan Remains Strong Reviewed by Marc Chandler on September 15, 2021 Rating: 5
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Is it Really all about US CPI?

September 14, 2021
Overview:  The markets are in a wait-and-see mode, it appears, ahead of the US CPI figures, as it absorbs bond supply from Europe and monitors the potential restructuring of China's Evergrande.  A new storm may hit US oil and gas in the Gulf before recovering from the past storm and helping to underpin prices.  China and Hong Kong led the decl…
Is it Really all about US CPI? Is it Really all about US CPI?  Reviewed by Marc Chandler on September 14, 2021 Rating: 5
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How (Not) to Win Friends and Influence People

September 13, 2021
Overview:  There are two big themes in the capital markets today.  The first is the ongoing push of the Chinese state into what was the private sector.  Today's actions involve breaking Ant's lending arms into separate entities, with the state taking a stake.  This weighed on Chinese shares and Hong Kong, where many are listed. On the othe…
How (Not) to Win Friends and Influence People How (Not) to Win Friends and Influence People Reviewed by Marc Chandler on September 13, 2021 Rating: 5
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