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Macro: Tell Us Something We Don't Already Know

September 24, 2022
As September winds down, three sets of economic reports will draw the most attention. We will review them and then offer a snapshot of the emerging market central bank meetings. As we have seen in the UK and Norway, several emerging market countries raised rates early (beginning in the middle of last year) but still experienced an acceleration of …
Macro: Tell Us Something We Don't Already Know Macro: Tell Us Something We Don't Already Know Reviewed by Marc Chandler on September 24, 2022 Rating: 5
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Macro and Prices

April 30, 2022
We offer our weekly macro and technical commentary below ahead of tomorrow's publication of Bannockburn's May monthly outlook.   The week ahead is packed with several central bank meetings and important high-frequency economic data.  The week begins off with China's April PMI over the weekend.  The world's second-largest economy is…
Macro and Prices Macro and Prices Reviewed by Marc Chandler on April 30, 2022 Rating: 5
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China's PMI Disappoints, US getting more Serious about Deploying SPR

March 31, 2022
Overview: The poor Chinese March PMI and talk that the US could tap its strategic oil reserves by as much as one million barrels a day for six months have rippled through the capital markets.  After the S&P 500 snapped a four-day advance yesterday, equities in the Asia Pacific region may have been on the defensive today, but sub-50 boom/bust r…
China's PMI Disappoints, US getting more Serious about Deploying SPR China's PMI Disappoints, US getting more Serious about Deploying SPR Reviewed by Marc Chandler on March 31, 2022 Rating: 5
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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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What to Expect When You are Expecting

September 22, 2021
Overview: The markets have stabilized since Monday's panic attack but have not made much headway.  China and Taiwan returned from the extended holiday weekend.  Mainland shares were mixed. Shanghai rose by about 0.4%, while Shenzhen fell by around 0.25%.  Taiwan got tagged for 2%, and Japan's Topix was off 1%.  Hong Kong and South Korean m…
What to Expect When You are Expecting What to Expect When You are Expecting Reviewed by Marc Chandler on September 22, 2021 Rating: 5
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Challenging Week Ahead

July 31, 2021
Three macro considerations are shaping the investment climate: the evolution of the virus and the response, the timeframe of the Fed's tapering, and China's broad regulatory crackdown. Beijing's new policy initiatives are broader and quicker than generally anticipated.  Officials seem to be opening up several different fronts, includin…
Challenging Week Ahead Challenging Week Ahead Reviewed by Marc Chandler on July 31, 2021 Rating: 5
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Turn Around Tuesday or Dollar Rally Resumes?

June 22, 2021
Overview:  Firming long-term US yields have lent the dollar support after trading heavily yesterday.  The greenback is around 0.15%-0.50% higher against the major currencies.  The Japanese yen and Canadian dollar are among the more resilient, and the Australian dollar and sterling among the heaviest.  Emerging market currencies are mostly lower, e…
Turn Around Tuesday or Dollar Rally Resumes? Turn Around Tuesday or Dollar Rally Resumes? Reviewed by Marc Chandler on June 22, 2021 Rating: 5
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Another Big Week Ahead

May 01, 2021
Now that the first estimates of Q1 growth in the US, China, and the EMU, which account for around 70% of the world's economy, have been reported, March's economic data will lose some of its gravitas. Indeed, the April PMIs and some other survey data, including business and investor confidence, and a series of regional Fed's manufacturi…
Another Big Week Ahead Another Big Week Ahead Reviewed by Marc Chandler on May 01, 2021 Rating: 5
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