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Now, It is Canada's Turn

April 13, 2022
Overview:  US yields eased yesterday after the slightly lower than expected core CPI reading and "sell the rumor, buy the fact" type of activity.  The jump in the 10-year yield today to 2.78% more than erased the decline.  It has softened in the European morning to 2.74%. The yen tried to snap a seven-day decline yesterday but failed and…
Now, It is Canada's Turn Now, It is Canada's Turn Reviewed by Marc Chandler on April 13, 2022 Rating: 5
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Fed Campaign toward Neutrality and the Difficult Row to Hoe for the ECB

April 09, 2022
The coming days are eventful. And that is with the known unknown, Russia's actions in Ukraine, held in abeyance.  It does not seem as if either side is truly serious about negotiations. Kyiv's proposal of a security guarantee by Poland or the US is not realistic. It would be tantamount to joining NATO. Ukraine President Zelensky appears to…
Fed Campaign toward Neutrality and the Difficult Row to Hoe for the ECB Fed Campaign toward Neutrality and the Difficult Row to Hoe for the ECB Reviewed by Marc Chandler on April 09, 2022 Rating: 5
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Mild Sanctions Spur Relief Rally

February 23, 2022
Overview: The market appears to be judging the initial salvo of sanctions against Russia for formally recognizing the separatist regions in Ukraine as modest at best and has preceded to take on more risk.  Tokyo markets were on holiday but the other major equity markets in the region rallied and the MSCI Asia Pacific Index rose for the first time …
Mild Sanctions Spur Relief Rally Mild Sanctions Spur Relief Rally Reviewed by Marc Chandler on February 23, 2022 Rating: 5
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Long-Holiday Weekend in the US may Deter Strong Risk-Taking Today

February 18, 2022
Overview: News that Russia's Lavrov and America's Blinken will talk next week is seen as pushing potential invasion of Ukraine further out.  That sigh of relief is seeing a mild risk-on response in the capital markets.  It was not so clear in the Asian session where most bourses were lower, save China and South Korea. The Stoxx 600 has edg…
Long-Holiday Weekend in the US may Deter Strong Risk-Taking Today Long-Holiday Weekend in the US may Deter Strong Risk-Taking Today Reviewed by Marc Chandler on February 18, 2022 Rating: 5
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Turkey gets a Reprieve before US Thanksgiving, but Capital Strike may not be Over Turkey gets a Reprieve before US Thanksgiving, but Capital Strike may not be Over Reviewed by Marc Chandler on November 24, 2021 Rating: 5
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Dollar Rallies as Energy Surge Quashes Animal Spirits

October 06, 2021
Overview: Investors worry that surging energy prices will sap economic activity and boost prices.  It is sparking a sharp drop in equities and bonds while lifting the dollar.  The Nikkei fell for the eighth consecutive session, and today's 1% drop brings the cumulative decline to 9%.  South Korea's Kospi also fell by more than 1%.  Some of…
Dollar Rallies as Energy Surge Quashes Animal Spirits Dollar Rallies as Energy Surge Quashes Animal Spirits Reviewed by Marc Chandler on October 06, 2021 Rating: 5
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US Jobs Highlight the Week Ahead

October 02, 2021
In the week ahead, the US September employment report is the high-frequency data highlight.  It is the last non-farm payroll report before the November 2-3 FOMC meeting, which, barring a significant downside surprise, will decide to begin the gradual reduction of the Federal Reserve's bond purchases.  Although Fed Chair Powell has tried to dis…
US Jobs Highlight the Week Ahead US Jobs Highlight the Week Ahead Reviewed by Marc Chandler on October 02, 2021 Rating: 5
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Ever Grand

September 21, 2021
Overview: Coming into yesterday's session, the S&P 500 had fallen in eight of the past ten sessions.  It closed on its lows before the weekend and gapped.  Nearly the stories in the press blamed China and the likely failure of one of its largest property developers, Evergrande.  Those that are prone to the sky-is-falling narratives refer t…
Ever Grand Ever Grand Reviewed by Marc Chandler on September 21, 2021 Rating: 5
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