Results for Energy
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Turn Around Tuesday Began Yesterday, Likely Ends before Wednesday

August 30, 2022
Overview: Corrective pressures were evident yesterday and they extended today in Asia and Europe but seem to be running their course now. Market participants should view these developments as countertrend and be wary of waning risk appetites in North America today. Most Asia Pacific equities rallied earlier today, save China and Hong Kong. Europe’…
Turn Around Tuesday Began Yesterday, Likely Ends before Wednesday Turn Around Tuesday Began Yesterday, Likely Ends before Wednesday Reviewed by Marc Chandler on August 30, 2022 Rating: 5
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Stocks and Bonds Sell Off, while the Dollar Rallies

August 29, 2022
Overview: The reverberations from last week continue to roil the capital markets today. Equities and bonds have been sold and the greenback bought. Most of the large markets in Asia Pacific fell by more 2%, including Japan’s Nikkei, Taiwan’s Taiex, and South Korea’s Kospi. Ironically, the Shanghai and Shenzhen Composites eked out minor gains, but …
Stocks and Bonds Sell Off, while the Dollar Rallies Stocks and Bonds Sell Off, while the Dollar Rallies Reviewed by Marc Chandler on August 29, 2022 Rating: 5
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Monday Blues

July 11, 2022
Overview:  The US dollar is bid against most currencies today, encouraged not just by good news in the US and poor news out of China, where Covid is flaring up and new social restrictions are fared, while Macau has been lockdown for a week. The energy crisis in Europe is fanning fears of a recession before the ECB lift rates above zero. Japanese m…
Monday Blues Monday Blues Reviewed by Marc Chandler on July 11, 2022 Rating: 5
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The Dramatic Rise in Energy Prices is Ultimately Deflationary

October 16, 2021
The Swiss had imposed negative rates on foreign currency deposits in the 1970s to counter the upward pressure on the franc, but Denmark became the first central bank to put its policy rate below zero in 2012.  There are now around $11.8 trillion of negative-yielding bonds, the least, incidentally, since mid-2020.  At the end of 2019, the value of …
The Dramatic Rise in Energy Prices is Ultimately Deflationary The Dramatic Rise in Energy Prices is Ultimately Deflationary Reviewed by Marc Chandler on October 16, 2021 Rating: 5
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Hope Springs Eternal, or at least enough to Lift Risk Taking Today

October 07, 2021
Overview:  The animal spirits have been reanimated today.  Encouraged by the dramatic reversal in oil and gas prices, a deal in the US that pushes off the debt ceiling for a few weeks and talk of a new bond-buying facility in the euro area spurred further risk-taking today, ahead of tomorrow's US employment report.  The sharp upside reversal i…
Hope Springs Eternal, or at least enough to Lift Risk Taking Today Hope Springs Eternal, or at least enough to Lift Risk Taking Today Reviewed by Marc Chandler on October 07, 2021 Rating: 5
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What's Next?

September 25, 2021
As Q3 winds down and Q4 begins, the broad investment climate is being shaped by the turning of the monetary cycle.  Norway was the first, and New Zealand will be next.  It is not so much that these moves will force others to do the same. Instead, the Norges Bank and the RBNZ are simply ahead of the others.  Although there is speculation that the B…
What's Next? What's Next? Reviewed by Marc Chandler on September 25, 2021 Rating: 5
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Ever Grand

September 21, 2021
Overview: Coming into yesterday's session, the S&P 500 had fallen in eight of the past ten sessions.  It closed on its lows before the weekend and gapped.  Nearly the stories in the press blamed China and the likely failure of one of its largest property developers, Evergrande.  Those that are prone to the sky-is-falling narratives refer t…
Ever Grand Ever Grand Reviewed by Marc Chandler on September 21, 2021 Rating: 5
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US Energy: Changing Dynamics

November 30, 2017
Cyber currencies and their underlying technology,  the largely self-imposed drama in the US and UK, and the North Korea's apparent acquisition of nuclear capability are among the significant macro developments this year.   There is another development that like the otherswas a long time in the making, but seem to have reached a critical mass. …
US Energy: Changing Dynamics US Energy:  Changing Dynamics Reviewed by Marc Chandler on November 30, 2017 Rating: 5
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