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Rate Expectation Adjustment Continues

October 11, 2021
Overview:  Equities are softer and yields higher to start the new week.  The dollar is mixed.  Oil and industrial metals are higher. There are several developments over the weekend, but the focus seems to be on central bank action, inflation reports by the US and China, and the start of the Q3 earnings season.  Shares rallied in Japan and Hong Kon…
Rate Expectation Adjustment Continues Rate Expectation Adjustment Continues Reviewed by Marc Chandler on October 11, 2021 Rating: 5
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The Week Ahead

September 04, 2021
Don't let the US holiday on Monday distract you.  The first full week of September is jam-packed.  The highlights include the ECB meeting and China's inflation.  The Reserve Bank of Australia and the Bank of Canada also meet.  The Bank of Russia hiked rates consistently since March and moved by 100 bp in July, and meets again on September …
The Week Ahead The Week Ahead Reviewed by Marc Chandler on September 04, 2021 Rating: 5
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Rising Rates Underpin the Greenback

August 11, 2021
Overview: The US dollar remains firm ahead of the July CPI release, and even though Chicago Fed Evans demurred from the hawkish talk, the market is getting more comfortable with the idea of a rate hike next year.   The implied yield of the December 2022 Eurodollar futures is rising for the sixth consecutive session.  Most emerging market currencie…
Rising Rates Underpin the Greenback Rising Rates Underpin the Greenback Reviewed by Marc Chandler on August 11, 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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Did Japan Deliver a Fait Accompli to the US?

July 21, 2021
Overview:  The biggest rally in US equities in four months has helped stabilize global shares today.  In the Asia Pacific region, Japan, China, and Australian markets advanced.  Led by information technology and consumer discretionary sectors, Europe's Dow Jones Stoxx 600 is up around 1.35% near the middle of the session.  US equity futures ar…
Did Japan Deliver a Fait Accompli to the US? Did Japan Deliver a Fait Accompli to the US?  Reviewed by Marc Chandler on July 21, 2021 Rating: 5
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Strong Gains in US CPI and PPI Don't Stop the Bond Market Rally

July 15, 2021
Overview: Strong inflation prints this week have not prevented the long-term US interest rates from tumbling.  The 10-year yield is about 10 bp lower than where it closed on Tuesday after the lackluster 30-year auction.  The 30-year yield itself is 11 bp lower.   Fed Chair Powell did not break new ground yesterday and insisted that the bar of &quo…
Strong Gains in US CPI and PPI Don't Stop the Bond Market Rally Strong Gains in US CPI and PPI Don't Stop the Bond Market Rally Reviewed by Marc Chandler on July 15, 2021 Rating: 5
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Narrow Ranges in FX Prevail Amid Month-End Considerations

May 27, 2021
Overview: Dollar demand linked to the month-end gave the greenback a bit of a reprieve, helped by firmer bond yields. Some momentum players may have been forced out of the euro and yen when the $1.22 and JPY109 levels yielded. However, follow-through dollar buying has been limited, and it has come back a little softer but broadly so.  The US 10-ye…
Narrow Ranges in FX Prevail Amid Month-End Considerations Narrow Ranges in FX Prevail Amid Month-End Considerations Reviewed by Marc Chandler on May 27, 2021 Rating: 5
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Another Big Week Ahead

May 01, 2021
Now that the first estimates of Q1 growth in the US, China, and the EMU, which account for around 70% of the world's economy, have been reported, March's economic data will lose some of its gravitas. Indeed, the April PMIs and some other survey data, including business and investor confidence, and a series of regional Fed's manufacturi…
Another Big Week Ahead Another Big Week Ahead Reviewed by Marc Chandler on May 01, 2021 Rating: 5
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Hope Burns Eternal

December 09, 2020
Overview:  The market is hopeful today.  The Johnson-von der Leyen dinner is seen as evidence that both sides see one more opportunity, and sterling is among the strongest currencies today.  Hopes of a $900 bln+ fiscal stimulus package in the US helped stir animal spirits and lift US stocks to record highs yesterday.  Nearly all the Asia Pacific e…
Hope Burns Eternal Hope Burns Eternal Reviewed by Marc Chandler on December 09, 2020 Rating: 5
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