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Market Prices in More Aggressive Fed AND is more Confident of Rate Cuts by the End 2023 Market Prices in More Aggressive Fed AND is more Confident of Rate Cuts by the End 2023 Reviewed by Marc Chandler on July 14, 2022 Rating: 5
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Market Shrugs Off Chinese Signals and Keeps the Yuan Bid

November 22, 2021
Overview:  The US dollar has come back bid from the weekend against most currencies following the talk by a couple of Fed governors about the possibility of accelerating the tapering at next month's FOMC meeting.  The weekend also saw protests against the social restrictions being imposed by several European countries in the face of a surge in…
Market Shrugs Off Chinese Signals and Keeps the Yuan Bid Market Shrugs Off Chinese Signals and Keeps the Yuan Bid Reviewed by Marc Chandler on November 22, 2021 Rating: 5
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Big Week Begins Slowly

October 25, 2021
Overview:  The global capital markets give little indication of the important economic and earnings data that lie ahead this week.  There is an eerie calm. Equities in Asia were mixed.  Japan and Hong Kong, and most small bourses were lower.  Last week, the MSCI Asia Pacific Index gained almost 0.9%. Europe's Stoxx 600 is little changed after …
Big Week Begins Slowly Big Week Begins Slowly Reviewed by Marc Chandler on October 25, 2021 Rating: 5
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US Prices Back to Center Stage in the Week Ahead

August 07, 2021
The main contours of the investment climate have not changed.  The evolution of the virus is seeing the re-introduction of social restrictions, extending lockdowns (e.g., Sydney), and prolonging formal emergencies (Japan). The return to the office in the US is being postponed for many companies.  Confidence in mass transportation will likely take …
US Prices Back to Center Stage in the Week Ahead US Prices Back to Center Stage in the Week Ahead Reviewed by Marc Chandler on August 07, 2021 Rating: 5
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Long Lost Bond Vigilantes Sighted, Gives Dollar Fillip

May 13, 2021
Overview: It is as if the bond vigilantes were pushed too far.  US inflation is accelerating more than expected, and it cannot all be attributed to the base effect, and the Federal Reserve, to many investors, is tone-deaf.  With powerful fiscal stimulus, nominal growth above 10%, and the economy re-opening, albeit unevenly, does the monetary accel…
Long Lost Bond Vigilantes Sighted, Gives Dollar Fillip Long Lost Bond Vigilantes Sighted, Gives Dollar Fillip Reviewed by Marc Chandler on May 13, 2021 Rating: 5
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The US Dollar Comes Back Bid after Being Squeezed Yesterday

April 06, 2021
Overview:  European bourses are playing catch-up as they reopen after the long holiday weekend. The Dow Jones Stoxx 600 gapped higher and is trading at record levels, led by materials and financials.  Asia Pacific markets were mixed after US indices rallied yesterday.  A sharp fall in household spending may have weighed on Japanese shares. US futu…
The US Dollar Comes Back Bid after Being Squeezed Yesterday The US Dollar Comes Back Bid after Being Squeezed Yesterday Reviewed by Marc Chandler on April 06, 2021 Rating: 5
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Contagion Growth and Calendar-Effect Saps Investor Enthusiasm

June 25, 2020
Overview: Given the huge run-up in risk assets this quarter, and the technical indicators warning of corrective forces, concerns over the new infections is pushing on an open door.  The S&P 500 gapped lower yesterday and fell 2.6%, led by energy and airlines.  The NASDAQ snapped an eight-day rally.  Follow-through selling in the Asia Pacific r…
Contagion Growth and Calendar-Effect Saps Investor Enthusiasm Contagion Growth and Calendar-Effect Saps Investor Enthusiasm Reviewed by Marc Chandler on June 25, 2020 Rating: 5
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Even Turn Around Tuesday is Flat

March 17, 2020
Overview:  While the markets are not as disorderly as they have been, the tone is fragile, and the animal spirits have been crushed.  Australian stocks fell more than 10% last week and dropped another 9.7% yesterday before rebounding by almost 6% today to be one of the few Asia Pacific equity markets to rise.  The Nikkei eked out a small gain, but…
Even Turn Around Tuesday is Flat Even Turn Around Tuesday is Flat Reviewed by Marc Chandler on March 17, 2020 Rating: 5
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