Results for Poland
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Johnson Resigns, but Still not Clear if He Controls the Timing

July 07, 2022
Overview: The resignation of a UK prime minister makes for high political drama, but the markets hardly moved on it. Sterling, like most of the major currencies, are recovering against the dollar today. UK equities are higher but are not really outperforming their peers. Asia Pacific bourses rallied, with Taiwan leading the way with a 2.5% surge. …
Johnson Resigns, but Still not Clear if He Controls the Timing Johnson Resigns, but Still not Clear if He Controls the Timing Reviewed by Marc Chandler on July 07, 2022 Rating: 5
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Macro and Prices

April 30, 2022
We offer our weekly macro and technical commentary below ahead of tomorrow's publication of Bannockburn's May monthly outlook.   The week ahead is packed with several central bank meetings and important high-frequency economic data.  The week begins off with China's April PMI over the weekend.  The world's second-largest economy is…
Macro and Prices Macro and Prices Reviewed by Marc Chandler on April 30, 2022 Rating: 5
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Bond Meltdown

April 06, 2022
Overview:  Federal Reserve Governor Brainard's suggestion of a rapid unwind of the Fed's balance sheet stoked a bond market sell-off that is continuing today, rippling through the capital markets.  The US 10-year yield is rising for the fourth consecutive session.  The six-basis point gain today puts the yield near 2.62%, which represents …
Bond Meltdown Bond Meltdown Reviewed by Marc Chandler on April 06, 2022 Rating: 5
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Powerful Short Squeeze Lifts Nickel, while the Prospect of new Joint EU bonds help steady the Euro Powerful Short Squeeze Lifts Nickel, while the Prospect of new Joint EU bonds help steady the Euro Reviewed by Marc Chandler on March 08, 2022 Rating: 5
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Markets Calmer, Awaiting Fresh Incentives

December 08, 2021
Overview:  The capital markets are calmer today, and the fear that was evident at the end of last week remains mostly scar tissue. Led by gains in Japan, China, Australia, New Zealand, and India, the MSCI Asia Pacific Index extended yesterday's gains.  Europe's Stoxx and US futures are firm.  The US 10-year yield is softer, around 1.43%, w…
Markets Calmer, Awaiting Fresh Incentives Markets Calmer, Awaiting Fresh Incentives Reviewed by Marc Chandler on December 08, 2021 Rating: 5
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What Might it Take for the Fed to Deliver a Hawkish Tapering Announcement?

November 03, 2021
Overview: With the FOMC's decision several hours away, the dollar is trading lower against nearly all the major currencies.  The Antipodeans and Norwegian krone are leading.  The euro, yen, and sterling are posting minor gains (less than 0.1%).  Most of the freely liquid and accessible emerging market currencies are also firmer.  The Turkish l…
What Might it Take for the Fed to Deliver a Hawkish Tapering Announcement? What Might it Take for the Fed to Deliver a Hawkish Tapering Announcement? Reviewed by Marc Chandler on November 03, 2021 Rating: 5
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Strong Earnings and Easing of (Some) Political Tensions Bolster Sentiment

October 26, 2021
Overview:  Helped by new record highs in the S&P 500 and Dow Industrials, constructive earnings, and an easing of political tensions, risk appetites are robust today.  The MSCI Asia Pacific Index recouped yesterday's losses plus more as the large equity markets in the region, but China and Hong Kong rose, led by a more than 1% gain in Toky…
Strong Earnings and Easing of (Some) Political Tensions Bolster Sentiment Strong Earnings and Easing of (Some) Political Tensions Bolster Sentiment Reviewed by Marc Chandler on October 26, 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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