Results for Asia
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Dog Days

August 08, 2022
Overview: The dog days of August for the Northern Hemisphere are here and the capital markets are relatively subdued. Equities are firmer. The notable exceptions in Asia was China, Hong Kong, and Taiwan. The MSCI Asia Pacific Index has advanced for the last three weeks. Europe’s Stoxx 600 slipped almost 0.6% last week and has recouped most of it t…
Dog Days Dog Days Reviewed by Marc Chandler on August 08, 2022 Rating: 5
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The Greenback is Bid to Start the Second Half

July 01, 2021
Overview: Soft Asian manufacturing PMIs weighed on local shares after the S&P 500 set new record highs yesterday.  European shares are recouping yesterday's month-end losses, while US futures indices are bid.  The US 10-year yield is around 1.47%, and European yields are 1-2 bp higher.  The dollar is beginning the quarter on firm footing, …
The Greenback is Bid to Start the Second Half The Greenback is Bid to Start the Second Half Reviewed by Marc Chandler on July 01, 2021 Rating: 5
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Monday Blues

April 02, 2018
The US dollar drifted a little lower in Asia to start the week while equities had a slightly heavier bias.  The MSCI Asia Pacific Index slipped 0.1%.  European bourses are mostly closed for the extended Easter holiday, while the S&P is set to start the new quarter about 0.3% lower. Although the subdued price action may not reflect it, there ha…
Monday Blues Monday Blues Reviewed by Marc Chandler on April 02, 2018 Rating: 5
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Status of US Pivot To Asia

March 17, 2017
The Obama Administration tried restarting US-Russian relations with little success.  The inability to secure the European flank weakened the pivot to Asia.  The  Trans-Pacific Partnership was to solidify the economic dimension of the pivot.  Now that the US formally has withdrawn from TPP negotiations,  many are unsure of the status of this initia…
Status of US Pivot To Asia Status of US Pivot To Asia Reviewed by Marc Chandler on March 17, 2017 Rating: 5
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Emerging Market Preview of the Week Ahead

January 06, 2014
(from my colleagues Dr. Win Thin and Ilan Solot)

China data deluge starts this week.  December trade data could come out anytime this week, with exports expected to rise 5.3% y/y and imports to rise 5.0% y/y.  CPI could also be released this week, with consensus at 2.7% y/y vs. 3.0% in November.  Money and credit growth could also be reported, …
Emerging Market Preview of the Week Ahead Emerging Market Preview of the Week Ahead Reviewed by Marc Chandler on January 06, 2014 Rating: 5
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Emerging Markets: Preview of Week Ahead

December 23, 2013
(from my colleagues Dr. Win Thin and Ilan Solot)
China money markets are likely to remain in focus this week, as year-end funding pressures persist. The 7-day repo rate started week near 8.5%, the highest since June (the June high was 11.2%). CNY300 bln was injected over the course of last week, even as the PBOC noted that excess reserves stand n…
Emerging Markets: Preview of Week Ahead Emerging Markets: Preview of Week Ahead Reviewed by Marc Chandler on December 23, 2013 Rating: 5
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Great Graphic: Global Education

December 06, 2013
This Great Graphic was posted on CNN by  Sophia Brown.  It shows the results of last year's test, conducted by the OECD.  Its initiative, the Program for International Student Assessment (PISA) tests more than 500,000 students (aged 15-16) from 65 countries (representing about 80% of the world's GDP) every three years. 
Asian countries acc…
Great Graphic: Global Education Great Graphic: Global Education Reviewed by Marc Chandler on December 06, 2013 Rating: 5
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Dollar Stepped on by Euro and Sterling

November 27, 2013
The general divergence evident over the past couple of weeks is on display today.  The US dollar is weaker against the European currencies, including the euro and sterling, which are trading at new 4-week and 10-month highs, respectively.  The greenback is mostly firmer against the yen, dollar-bloc currencies and many emerging markets currencies.�…
Dollar Stepped on by Euro and Sterling Dollar Stepped on by Euro and Sterling Reviewed by Marc Chandler on November 27, 2013 Rating: 5
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Macro Musings

November 17, 2013
The investment climate is characterized by the continued accommodative monetary stance by the three key central banks, the Federal Reserve, the European Central Bank and the Bank of Japan. Although there is a slew of economic data that will be released in the coming days, and a BOJ meeting, it is unlikely to alter the widespread understanding that…
Macro Musings Macro Musings Reviewed by Marc Chandler on November 17, 2013 Rating: 5
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