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Hope Burns Eternal

December 09, 2020
Overview:  The market is hopeful today.  The Johnson-von der Leyen dinner is seen as evidence that both sides see one more opportunity, and sterling is among the strongest currencies today.  Hopes of a $900 bln+ fiscal stimulus package in the US helped stir animal spirits and lift US stocks to record highs yesterday.  Nearly all the Asia Pacific e…
Hope Burns Eternal Hope Burns Eternal Reviewed by Marc Chandler on December 09, 2020 Rating: 5
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March Ends like a Lion, No Lamb in Sight

March 31, 2020
Overview: The coronavirus plague upended the world in March. Equities are finishing the month on a firm note. Strong gains in the US yesterday and an unexpectedly strong Chinese PMI (yes, to be taken with the proverbial grain of salt) helped lift most Asia Pacific and European markets today. Japan and Australia are exceptions to the generalizat…
March Ends like a Lion, No Lamb in Sight March Ends like a Lion, No Lamb in Sight Reviewed by Marc Chandler on March 31, 2020 Rating: 5
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Optimism Took the Weekend Off

October 14, 2019
Overview: Japanese and Canadian markets are on holiday today. While the US bond market is closed, equities maintain their regular hours today. Asia Pacific equities rallied, led by 1% of more gains in China, Taiwan, South Korea, and Thailand. The buying did not continue in Europe, and after a 2.3% rally before the weekend, the Dow Jones Stoxx 600 …
Optimism Took the Weekend Off Optimism Took the Weekend Off Reviewed by Marc Chandler on October 14, 2019 Rating: 5
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Politics to Overshadow Economics in the Week Ahead

September 25, 2016
The major central banks have placed down their markers and have moved to stage left. There are the late-month high frequency data, which pose some headline risks in the week ahead.   The main focus for most investors will be on several political developments.
The first US Presidential debate is wild card, in the sense that the outcome is unknown. I…
Politics to Overshadow Economics in the Week Ahead Politics to Overshadow Economics in the Week Ahead Reviewed by Marc Chandler on September 25, 2016 Rating: 5
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Emeriging Markets: Week Ahead Preview

January 13, 2014
(from my colleagues, Dr. Win Thin and Ilan Solot)

Despite the growing tensions in Thailand and the risk of military involvement, equity indices stared off the week higher and THB stable. There is some optimism that a possible delay to the February 2 vote could open up space for some sort of compromise. This will be the key factor to watch this week…
Emeriging Markets: Week Ahead Preview Emeriging Markets: Week Ahead Preview Reviewed by Marc Chandler on January 13, 2014 Rating: 5
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Emerging Markets: What has Changed

January 09, 2014
(from my colleagues Dr. Win Thin and Ilan Solot)
1) China IPO has resumed in earnest 2) The Korean government may step in to help exporters 3) Brazilian domestic auto sales declined for the first time in 10 years while Mexico’s auto industry booms 4) Hungary central bank minutes suggest rate cuts to continue this year, but at a slower pace Ove…
Emerging Markets: What has Changed Emerging Markets: What has Changed Reviewed by Marc Chandler on January 09, 2014 Rating: 5
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Emerging Markets: What has Changed

December 19, 2013
(from my colleague Dr. Win Thin) 

1) Brazil extended its FX intervention program through at least June 30 but changed the daily amounts
2) China’s cash crunch continues, with the 7-day repo rising to 6.6% and the highest since the last serious crunch in June 
3) The Reserve Bank of India kept rates steady, but was expected to hike policy rates by…
Emerging Markets: What has Changed Emerging Markets: What has Changed Reviewed by Marc Chandler on December 19, 2013 Rating: 5
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Emerging Market: Preview

December 16, 2013
(from my colleague Dr. Win Thin) 

EM was mostly softer last week, with INR, IDR, MYR, and BRL underperforming against USD. ZAR, PEN, and THB stood out by being amongst the few to gain against the dollar last week. 
Today, EM is starting the week off firmer but we think traction will be hard to sustain as the FOMC meeting approaches. If there is n…
Emerging Market: Preview Emerging Market: Preview Reviewed by Marc Chandler on December 16, 2013 Rating: 5
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Emerging Markets: Preview of the Week Ahead

November 25, 2013
 (from my colleagues Dr. Win Thin and Ilan Solot) EM currencies are coming off of a soft week, and are starting off this week on a softer note as well. The best performers are IDR (+1% vs. USD over the past week), TRY (+1%), and ZAR (+1%). The worst were RUB (-1.4% vs. USD), BRL (-1.25%), THB (-1.2%), and MYR (-1%). EM equities were mostly weak…
Emerging Markets: Preview of the Week Ahead Emerging Markets: Preview of the Week Ahead Reviewed by Marc Chandler on November 25, 2013 Rating: 5
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Emerging Markets: What has Changed

November 14, 2013
(from my colleagues Dr. Win Thin and Ilan Solot)

1) The Indonesian central bank unexpectedly hiked rates 25 bp to 7.50%
2) India reported higher than expected October CPI and WPI, and should tip the RBI into hiking again next month 
3) Hungary reported much lower than expected October CPI and we now expect the central bank to cut the policy rate b…
Emerging Markets: What has Changed Emerging Markets: What has Changed Reviewed by Marc Chandler on November 14, 2013 Rating: 5
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Emerging Markets Preview: Week Ahead

November 11, 2013
(from my colleagues Dr. Win Thin and Ilan Solot)
EM currencies are coming out of a rough week, and are starting off this week on a softer note as well. The worst performers over the past week are CZK (-4% vs. EUR), BRL (-3% vs. USD), INR (-2.5%), ZAR (-2.25%), and IDR (-2%). Not surprisingly, CNY (+0.1% vs. USD), TWD (-0.4%), and SGD (-0.5%) hav…
Emerging Markets Preview: Week Ahead Emerging Markets Preview: Week Ahead Reviewed by Marc Chandler on November 11, 2013 Rating: 5
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Emerging Market Preview: The Week Ahead

September 23, 2013
(from my colleagues Dr. Win Thin and Ilan Solot) Israeli central bank holds policy meeting Monday and is expected to keep rates steady at 1.25%. The central bank is in limbo as the search for a new Governor continues. Interim Governor Flug could move rates if given a compelling reason, but for now. The data suggest a wait and see approach is most …
Emerging Market Preview: The Week Ahead Emerging Market Preview: The Week Ahead Reviewed by Marc Chandler on September 23, 2013 Rating: 5
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