Results for Portfolio flows
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Markets Turn Cautious Ahead of Tomorrow's US CPI

December 09, 2021
Overview: The euro has come back offered after its seemingly inexplicable advance yesterday.  The dollar is firmer against most major currencies today, with the yen an exception after JPY114.00 held on yesterday's advance.  Most emerging market currencies are also softer, with a handful of smaller Asian currencies proving a bit resilient.  Mos…
Markets Turn Cautious Ahead of Tomorrow's US CPI Markets Turn Cautious Ahead of Tomorrow's US CPI Reviewed by Marc Chandler on December 09, 2021 Rating: 5
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Fed Day

July 28, 2021
Overview:  China's aggressive campaign has exploded on the international stage to become a major market force.  The Shanghai and Shenzhen Composites fell, but the CSI 300 managed to post a small gain after it extended its loss to around 21.5% from the February high.  The China-inspired losses saw the MSCI Asia Pacific Index fall to new lows fo…
Fed Day Fed Day Reviewed by Marc Chandler on July 28, 2021 Rating: 5
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What are Japanese Investors Buying?

May 11, 2018
Japan reported a larger than expected March current account surplus.  It typically rises in March even though the seasonal pattern is not quite as strong as it is in February.  For the last 20 years, Japan's current account surplus in February is always larger than the January surplus, which has, without fail, been smaller than the December su…
What are Japanese Investors Buying? What are Japanese Investors Buying? Reviewed by Marc Chandler on May 11, 2018 Rating: 5
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Recent Flow Reports

July 10, 2017
According to EPFR, investors were net sellers of European equity funds in the week ending July 5 for the first time since March.This appears to have ended the longest buying streak in a couple of years.  
Rising yields and valuations were thought to have injected a note of caution as well as some re-weighting at the start of Q2.   European equity f…
Recent Flow Reports Recent Flow Reports Reviewed by Marc Chandler on July 10, 2017 Rating: 5
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