Results for $CAD
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What Happened Today in a Few Bullet Points

July 04, 2022
1. The most important thing to appreciate is that the market has moved to price not one but two cFed cuts next year.The first is priced into the September Fed funds futures and the second is in the Dec Fed funds futures.  This I in response to weaker than expected data that have elevated recession fears.  The Atlanta …
What Happened Today in a Few Bullet Points What Happened Today in a Few Bullet Points Reviewed by Marc Chandler on July 04, 2022 Rating: 5
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Greenback Softens Ahead of CPI

May 11, 2022
Overview: It appears that investors have become more concerned about growth prospects and less about inflation in recent days. The US 10-year yield that had flirted with 3.20% at the start of the week is now around 2.93%. It is approaching the 20-day moving average (~2.90%), which it has not closed below in a little more than two months. European …
Greenback Softens Ahead of CPI Greenback Softens Ahead of CPI Reviewed by Marc Chandler on May 11, 2022 Rating: 5
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Will the RBNZ Edge Out Norges Bank to be the First High-Income Country to Hike Rates Next Week? Will the RBNZ Edge Out Norges Bank to be the First High-Income Country to Hike Rates Next Week? Reviewed by Marc Chandler on August 14, 2021 Rating: 5
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December Monthly

December 01, 2020
The end of the annus horribilis is at hand, and despite the hard winter ahead for the northern hemisphere, there is a sense of optimism for the new year.  The first generation of vaccines for the coronavirus appears promising. The US has elected as president a person who is within the internationalist tradition.  The UK's standstill agreement …
December Monthly December Monthly Reviewed by Marc Chandler on December 01, 2020 Rating: 5
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Speculative Positioning in Selected Currency Futures

August 10, 2020
With the media playing up the US dollar's negatives, one would think speculators are short the greenback like there is no tomorrow.  Yet a review of the Commitment of Traders report that covers the week through last Tuesday, August 4, shows that this is not really the case.  
Below the speculative positioning of four currency futures is reviewe…
Speculative Positioning in Selected Currency Futures Speculative Positioning in Selected Currency Futures Reviewed by Marc Chandler on August 10, 2020 Rating: 5
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In Search of New Incentives

November 27, 2019
Overview: The global capital markets are subdued. There have been few developments to induce activity. Even President Trump's claims that the talks with China are in the "final throes" failed to excite. Equities are extending their advance. Bonds are little changed, and the dollar is mostly firmer. The MSCI Asia Pacific Index and Eur…
In Search of New Incentives In Search of New Incentives Reviewed by Marc Chandler on November 27, 2019 Rating: 5
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Oil Surge Pared, Markets Remain on Edge

September 16, 2019
Overview:  Oil prices surged in the initial reaction to the unprecedented drone attack on Saudi Arabia facilities.  Saudi Arabia may be able to restore around half of the lost production in a few days.  Saudi Arabia and other countries, including the US, prepared to tap strategic reserves, oil prices have seen the initial gains halved.  Brent is t…
Oil Surge Pared, Markets Remain on Edge Oil Surge Pared, Markets Remain on Edge Reviewed by Marc Chandler on September 16, 2019 Rating: 5
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Jump in Yields Didn't Derail Equity Rally While Sterling Rallies Ahead of the Weekend on (misplaced) Brexit Optimism

September 15, 2019
The most striking thing about last week's price action was the surge in US yields.  The 10-year yield jumped about 34 basis points, the most in three years and returned to levels not seen since August 2 (1.90%).  A deluge of investment-grade corporate bonds and US Treasuries ($78 bln auctioned to lukewarm reception), coupled with an accelerati…
Jump in Yields Didn't Derail Equity Rally While Sterling Rallies Ahead of the Weekend on (misplaced) Brexit Optimism Jump in Yields Didn't Derail Equity Rally While Sterling Rallies Ahead of the Weekend on (misplaced) Brexit Optimism Reviewed by Marc Chandler on September 15, 2019 Rating: 5
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