Results for Fiscal Policy
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Calmer Capital Markets...for the Moment

September 15, 2022
Overview:  The capital markets are quiet today. Equity markets and bond yields have a slight upside bias, while the dollar is little changed. Despite reports that the lockdown in Chengdu is easing, Chinese equities underperformed in the Asia Pacific region. Japan, Hong Kong, Taiwan, and Australia eked out modest gains. After sliding around 2.4% ov…
Calmer Capital Markets...for the Moment Calmer Capital Markets...for the Moment Reviewed by Marc Chandler on September 15, 2022 Rating: 5
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Quarter-End Adjustments Blunt Trend Moves

March 31, 2021
Overview:  The US dollar is paring its recent gains against most major and emerging market currencies today, mainly on the back of month and quarter-end position adjustments.  The euro held the $1.1700 level, while the Japanese yen continues to trade heavily.  Better than expected PMI readings from China appeared to help sentiment.  The JP Morgan …
Quarter-End Adjustments Blunt Trend Moves Quarter-End Adjustments Blunt Trend Moves Reviewed by Marc Chandler on March 31, 2021 Rating: 5
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The Week Ahead: Inflation and the Fed

February 20, 2021
The reflation and inflation meme tightened their grip on the markets.  Interest rates have risen, and curves have steepened.  Two events occurred around the same time in early November that sent a similar signal: the US election with prospects for significantly more stimulus and a vaccine's availability.  Since the US election and the announce…
The Week Ahead: Inflation and the Fed The Week Ahead: Inflation and the Fed Reviewed by Marc Chandler on February 20, 2021 Rating: 5
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Greenback Remains Heavy

February 16, 2021
Overview: The equity rally appears undeterred by the rise in interest rates or the surge in oil prices.  Led by Tokyo and Hong Kong, Asia Pacific equities advanced.  China, Taiwan, and Vietnam markets remain closed. After gapping higher yesterday and extending the gains in early turnover today, the Dow Jones Stoxx 600 is consolidating.  US shares …
Greenback Remains Heavy Greenback Remains Heavy Reviewed by Marc Chandler on February 16, 2021 Rating: 5
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Players are Not Buying Everything Today

February 09, 2021
Overview:  The rally of US benchmarks to new record highs helped lift most Asia Pacific markets today, but the bulls are pausing in Europe, and there has been little follow-through buying of US shares.  Australia, South Korea, and Indonesia did not participate in today's regional advance led by a 2% rally in China's main indices. Most Euro…
Players are Not Buying Everything Today Players are Not Buying Everything Today Reviewed by Marc Chandler on February 09, 2021 Rating: 5
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Limited Follow-Through Dollar Selling to Start the Week

February 08, 2021
Overview: The US dollar has drifted higher against the major currencies and most of the freely accessible emerging market currencies, paring the losses seen before the weekend in response to the disappointing employment report. Easing pressure from the pandemic as the surge in cases after the holidays may also be encouraging risk-taking to extend …
Limited Follow-Through Dollar Selling to Start the Week Limited Follow-Through Dollar Selling to Start the Week Reviewed by Marc Chandler on February 08, 2021 Rating: 5
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The Investment Climate and the Dollar

November 21, 2020
We have all been hopeful that a vaccine could be developed for the coronavirus, and these hopes were not vain.  Pfizer and Moderna's promising results are just the tip of the iceberg, and in the coming weeks, more results from other companies are expected.  Make no mistake about it.  There is a several-month slog in front of us as the virus su…
The Investment Climate and the Dollar The Investment Climate and the Dollar Reviewed by Marc Chandler on November 21, 2020 Rating: 5
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