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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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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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