Results for PMI
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EMU CPI Surges and the Market sees about a 75% chance of a 50 bp Fed hike next month before the Jobs Report EMU CPI Surges and the Market sees about a 75% chance of a 50 bp Fed hike next month before the Jobs Report Reviewed by Marc Chandler on April 01, 2022 Rating: 5
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European Currencies Continue to Bear the Brunt

March 03, 2022
Overview: Russia's invasion of Ukraine and the global response is a game-changer, as Fed Chair Powell told Congress yesterday.  The UK-based research group NISER estimated that world output will be cut by 1% next year or $1 trillion, and global inflation will be boosted by three percentage points this year and two next.  The recovery in US sto…
European Currencies Continue to Bear the Brunt European Currencies Continue to Bear the Brunt Reviewed by Marc Chandler on March 03, 2022 Rating: 5
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Calmer but Fragile Markets

March 01, 2022
Overview: The financial and economic chokehold on Russia continued to tighten as many corporations seek to reduce ties.  The market seems to be tentatively concluding that Russia can be ringfenced to a large degree, though, of course not fully.  The US NASDAQ's resilience yesterday, settling higher on the day may have helped lift the MSCI Asia…
Calmer but Fragile Markets Calmer but Fragile Markets Reviewed by Marc Chandler on March 01, 2022 Rating: 5
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Hawkish BOE is Expected, but the ECB may Pushback against the Market's Tightening Bias Hawkish BOE is Expected, but the ECB may Pushback against the Market's Tightening Bias Reviewed by Marc Chandler on February 03, 2022 Rating: 5
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Three Events Dominate the Week Ahead and the FOMC Meeting may Not be the Most Important Three Events Dominate the Week Ahead and the FOMC Meeting may Not be the Most Important Reviewed by Marc Chandler on January 22, 2022 Rating: 5
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Fed's Minutes Roil Markets

January 06, 2022
Overview:  The minutes from last month's FOMC meeting seemed to imply a more aggressive Federal Reserve that rippled through the capital markets, spurring a sell-off in stocks and bonds and helping to lift the US dollar.  The dramatic slide in US equities has carried over to today's activity.  In the Asia Pacific region, Japan and Australi…
Fed's Minutes Roil Markets Fed's Minutes Roil Markets Reviewed by Marc Chandler on January 06, 2022 Rating: 5
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Dollar Eases

January 05, 2022
Overview:  The tech sell-off in the US yesterday, ostensibly driven by higher rates, carried over into trading today.  South Korea, China, and Hong Kong led the regional sell-off.  News that China's zero Covid tolerance led to a lockdown of the city of Xian with a population of around 13 mln played on fears of more supply chain disruptions.  A…
Dollar Eases Dollar Eases Reviewed by Marc Chandler on January 05, 2022 Rating: 5
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Quiet Start to New Year

January 03, 2022
Overview:  The New Year begins slowly.  Japan, mainland China, Australia, New Zealand, and the UK markets remain closed.  While Hong Kong shares traded heavily, Taiwan, South Korea, and India moved higher.  Led by consumer discretionary and staple sectors, Europe's Stoxx 600 is up about 0.6%.  US futures are 0.4%-0.6% higher.  European yields …
Quiet Start to New Year Quiet Start to New Year Reviewed by Marc Chandler on January 03, 2022 Rating: 5
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