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PMIs Shake Investor Confidence

August 21, 2020
Overview: The second disappointing Fed manufacturing survey report and an unexpected rise in weekly jobless claims helped reverse the disappointment over the FOMC minutes.  Bonds and stocks rallied--not on good macroeconomic news, but the opposite, which underscores the likelihood of more support for longer. News that Pfizer's vaccine may be r…
PMIs Shake Investor Confidence PMIs Shake Investor Confidence Reviewed by Marc Chandler on August 21, 2020 Rating: 5
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Covid-19 Contagion Outside China Keeps Investors on the Defensive

February 21, 2020
Overview:  The spread of Covid-19 outside of China and early signs of the economic consequences again emerged to weigh on investor sentiment. Poor Japanese and Australian preliminary February PMI reports and some trade indications from South Korea saw most Asia Pacific equities sell-off. China was an exception. The small gain (0.3%), lifted the Sh…
Covid-19 Contagion Outside China Keeps Investors on the Defensive Covid-19 Contagion Outside China Keeps Investors on the Defensive Reviewed by Marc Chandler on February 21, 2020 Rating: 5
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Geopolitics Saps Risk Appetite

January 03, 2020
Overview:    Iran's Ayatollah Ali Khamenei has threatened "severe retaliation" for the US attacked that killed an important head of a force within the Islamic Revolutionary Guard.  At the same time, reports indicate that North Korea's Kim Jong Un is no longer pledging to halt its nuclear weapons testing and has threatened to unve…
Geopolitics Saps Risk Appetite Geopolitics Saps Risk Appetite Reviewed by Marc Chandler on January 03, 2020 Rating: 5
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Global Equities Follow US Lead, Dollar Steadies

March 27, 2018
We argued that the talk of trade war was exaggerated.  The confrontation, strong demands and a climb down is the Art of the Deal, and is part of the way the Trump Administration negotiates.  We see striking parallels between the policymakers and tactics with the Reagan Administration's attempt to pry open Japanese markets.  A combination of vo…
Global Equities Follow US Lead, Dollar Steadies Global Equities Follow US Lead, Dollar Steadies Reviewed by Marc Chandler on March 27, 2018 Rating: 5
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Equity Meltdown Aborted, Dollar Eases Equity Meltdown Aborted, Dollar Eases Reviewed by Marc Chandler on March 26, 2018 Rating: 5
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