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Rate Expectation Adjustment Continues

October 11, 2021
Overview:  Equities are softer and yields higher to start the new week.  The dollar is mixed.  Oil and industrial metals are higher. There are several developments over the weekend, but the focus seems to be on central bank action, inflation reports by the US and China, and the start of the Q3 earnings season.  Shares rallied in Japan and Hong Kon…
Rate Expectation Adjustment Continues Rate Expectation Adjustment Continues Reviewed by Marc Chandler on October 11, 2021 Rating: 5
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The Dollar Begins September Heavier (Mostly)

September 01, 2021
Overview: The new month begins with risk appetites bolstered by stronger than expected PMI reports helping lift equity markets after the pause in the US yesterday.  The MSCI Asia Pacific Index extended its advance for a fourth session, led by 1%+ gains in Japan, China's CSI 300, and Singapore.  Europe's Dow Jones Stoxx 600 is at a new two-…
The Dollar Begins September Heavier (Mostly) The Dollar Begins September Heavier (Mostly) Reviewed by Marc Chandler on September 01, 2021 Rating: 5
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Two Major Surprises Today: China's PMI on the Downside and Eurozone CPI on the Upside Two Major Surprises Today: China's PMI on the Downside and Eurozone CPI on the Upside Reviewed by Marc Chandler on August 31, 2021 Rating: 5
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Strong Gains in US CPI and PPI Don't Stop the Bond Market Rally

July 15, 2021
Overview: Strong inflation prints this week have not prevented the long-term US interest rates from tumbling.  The 10-year yield is about 10 bp lower than where it closed on Tuesday after the lackluster 30-year auction.  The 30-year yield itself is 11 bp lower.   Fed Chair Powell did not break new ground yesterday and insisted that the bar of &quo…
Strong Gains in US CPI and PPI Don't Stop the Bond Market Rally Strong Gains in US CPI and PPI Don't Stop the Bond Market Rally Reviewed by Marc Chandler on July 15, 2021 Rating: 5
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RBNZ Moves Ahead of the Queue, Will the Bank of Canada Maintain its Place?

July 14, 2021
Overview: The Reserve Bank of New Zealand jumped to the front of the queue of central banks adjusting monetary policy by announcing the end of its long-term asset purchases.   New Zealand's s 10-year benchmark yield jumped seven basis points, and the Kiwi is up almost 1%, to lead the move against the greenback today.  Sterling is up around a q…
RBNZ Moves Ahead of the Queue, Will the Bank of Canada Maintain its Place? RBNZ Moves Ahead of the Queue, Will the Bank of Canada Maintain its Place? Reviewed by Marc Chandler on July 14, 2021 Rating: 5
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Headline US CPI may Decline for the First Time in a Year

July 13, 2021
Overview: New record highs in the US S&P 500 and NASDAQ coupled with China allowing Tencent to acquire a search engine helped lift Asia Pacific equities.  It is the first back-to-back by MSCI's regional index for more than two weeks.  Australia's market was a notable exception.  The lockdown in Sydney is weighed on new confidence measu…
Headline US CPI may Decline for the First Time in a Year Headline US CPI may Decline for the First Time in a Year Reviewed by Marc Chandler on July 13, 2021 Rating: 5
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Markets Adrift ahead of Key Events

July 12, 2021
Overview:  The new week has begun quietly.  The dollar is drifting a little higher against most major currencies, with the Scandis and dollar-bloc currencies the heaviest.  The yen and Swiss franc's resilience seen last week is carrying over.  Most liquid and freely accessible emerging market currencies are lower, and the JP Morgan EM currency…
Markets Adrift ahead of Key Events Markets Adrift ahead of Key Events Reviewed by Marc Chandler on July 12, 2021 Rating: 5
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European Political Drama Kicks off Big Economic Week

June 28, 2021
Overview:  The global capital markets are off to a quiet start of what promises to be a busy week.  Quarter and month-end adjustments, Japan's Tankan survey, the eurozone's preliminary June CPI, the US employment report, and an OPEC+ meeting are featured.  The MSCI Asia Pacific Index was little changed amid a mixed regional performance.  I…
European Political Drama Kicks off Big Economic Week European Political Drama Kicks off Big Economic Week Reviewed by Marc Chandler on June 28, 2021 Rating: 5
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Sentiment is Fickle

August 29, 2020
Sentiment is a fickle lover.  It blows hot and cold quickly, though not entirely without reason.  For traders, it is often the deus ex machina. Sentiment had swung so hard against the dollar that astute observers and the leading financial press warn that its role in the world economy was in jeopardy.
The greenback recovered from the initial slide o…
Sentiment is Fickle Sentiment is Fickle Reviewed by Marc Chandler on August 29, 2020 Rating: 5
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