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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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Central Bank Fest

September 18, 2021
In terms of central bank meetings, the week ahead is one of the busiest.  No fewer than 13 central banks hold policy meetings, divided between six major and seven emerging markets.  While the significance of US monetary policy for the world makes the FOMC meeting a highlight, it is Norges Bank, Norway's central bank, that will steal the march,…
Central Bank Fest Central Bank Fest Reviewed by Marc Chandler on September 18, 2021 Rating: 5
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Consolidative Summer Session

August 24, 2021
Overview: News that Pfizer's vaccine was granted full approval helped lift US equity indices to record highs yesterday, and this spilled over to the Asia Pacific region, where China claimed to have eradicated local cases.  The MSCI Asia Pacific Index advanced for a second session, led by a 2.5% rally in Hong Kong.  Europe's Dow Jones Stoxx…
Consolidative Summer Session Consolidative Summer Session Reviewed by Marc Chandler on August 24, 2021 Rating: 5
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FOMC Minutes Stole Some of Jackson Hole's Thunder

August 21, 2021
There are two highlights in the last full week of August that will draw the attention of investors:  the Federal Reserve's symposium (Jackson Hole) and the preliminary August PMI reports.  Still, the 800-lb gorilla in the room remains the virus. For many countries with limited access to vaccines and/or low vaccination rates, the calls in some …
FOMC Minutes Stole Some of Jackson Hole's Thunder FOMC Minutes Stole Some of Jackson Hole's Thunder Reviewed by Marc Chandler on August 21, 2021 Rating: 5
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RBA Surprises

August 03, 2021
Overview: US Treasury yields were slipping, but the weaker than expected manufacturing ISM, which included the slowest rise in price paid since March, sent the 10-year yield below 1.15% and the 30-year below 1.83%.  The yen appears to be the most sensitive of the major currencies to US yields, and the drop in yields saw the dollar trade down to  J…
RBA Surprises RBA Surprises Reviewed by Marc Chandler on August 03, 2021 Rating: 5
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China Sends Ripples Across the Markets

July 27, 2021
Overview: It is not China's aggressive foreign policy that is the source of the disturbance in the capital markets, but its aggressiveness at home as it asserts control parts of the tech sector and toughens its anti-trust efforts.  Hong Kong shares are bearing the brunt.   The Hang Seng has fallen by 10% in the three sessions, including today.…
China Sends Ripples Across the Markets China Sends Ripples Across the Markets Reviewed by Marc Chandler on July 27, 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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RBNZ Joins the Queue, while Yuan's Advance Continues

May 26, 2021
Overview:  The decline in US rates and the doves at the ECB pushing back against the need to reduce bond purchases next month have seen European bond yields unwind most of this month's gain.  The inability of US shares to hold on to early gains yesterday did not deter the Asia Pacific and European equities from trading higher.  Only Australian…
RBNZ Joins the Queue, while Yuan's Advance Continues RBNZ Joins the Queue, while Yuan's Advance Continues Reviewed by Marc Chandler on May 26, 2021 Rating: 5
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US and Europe may Announce Tariff Truce

May 17, 2021
Overview:  There are two general developments as the busy week gets underway.  First, despite accelerated price readings in the US (CPI, PPI, import prices, and University of Michigan survey), US rates are soft.  The 10-year yield is near 1.61% after rising to 1.70% after the CPI surprise last week.  This, in turn, appears to be limiting the dolla…
US and Europe may Announce Tariff Truce US and Europe may Announce Tariff Truce Reviewed by Marc Chandler on May 17, 2021 Rating: 5
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