Results for Poland
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US Dollar Comes Back Better Bid

February 15, 2023
Overview: Although the US January CPI was in line with expectations, the year-over-year rate was a little firmer than expected. Still, the measure that Fed Chair Powell has underscored, core services, excluding shelter, moderated with a 0.3% month-over-month gain. US rates shot up and this lent the dollar support, while weighing on equities and ri…
US Dollar Comes Back Better Bid US Dollar Comes Back Better Bid Reviewed by Marc Chandler on February 15, 2023 Rating: 5
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Markets are Less on Edge as the Darkest Scenarios seem Less Likely

November 16, 2022
Overview: The situation in central Europe is still intense but it appears top US, European and Polish officials are more reluctant than some market participants to attribute the darkest of intentions and paint extreme narratives. The Polish zloty has recovered around 1.3% today and other central European currencies are also trading firmer to lead …
Markets are Less on Edge as the Darkest Scenarios seem Less Likely Markets are Less on Edge as the Darkest Scenarios seem Less Likely Reviewed by Marc Chandler on November 16, 2022 Rating: 5
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The Week Ahead: How Sticky is US Inflation and How Soft is China's?

November 05, 2022
There are three potential inflection points. The first is a pause from the Fed; if nothing else, Powell signaled it was too early to think about it. The second is for the Bank of Japan to change monetary policy. Governor Kuroda has signaled that it is not time. Conventional wisdom is there will not be a change until Kuroda's term ends next Apr…
The Week Ahead: How Sticky is US Inflation and How Soft is China's? The Week Ahead: How Sticky is US Inflation and How Soft is China's? Reviewed by Marc Chandler on November 05, 2022 Rating: 5
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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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