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Flash PMIs Play Second Fiddle to US PCE Deflator and Accelerating Inflation

November 20, 2021
The flash November PMIs would be the main focus in the week ahead if it were more normal times.  But these are not normal times, and growth prospects are not the key driver of the investment climate.  This quarters' growth is largely baked into the cake.  The world's three largest economies, the US, China, and Japan, are likely to accelera…
Flash PMIs Play Second Fiddle to US PCE Deflator and Accelerating Inflation Flash PMIs Play Second Fiddle to US PCE Deflator and Accelerating Inflation Reviewed by Marc Chandler on November 20, 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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Central Bank Fest

September 18, 2021
In terms of central bank meetings, the week ahead is one of the busiest.  No fewer than 13 central banks hold policy meetings, divided between six major and seven emerging markets.  While the significance of US monetary policy for the world makes the FOMC meeting a highlight, it is Norges Bank, Norway's central bank, that will steal the march,…
Central Bank Fest Central Bank Fest Reviewed by Marc Chandler on September 18, 2021 Rating: 5
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Markets Mark Time Ahead of Fed

April 27, 2021
Overview: Short-covering ahead of the FOMC's outcome tomorrow appears to be lending the US dollar support today.  It has extended yesterday's gains against the euro, sterling, and yen.  Among emerging market currencies, the Turkish lira, along with the South Korean won and Taiwanese dollar, lead the few advancers. In contrast, the South Af…
Markets Mark Time Ahead of Fed Markets Mark Time Ahead of Fed Reviewed by Marc Chandler on April 27, 2021 Rating: 5
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The Greenback Continues to Trade Heavily

April 14, 2021
Overview:  US officials called for a pause in the J&J vaccine, and the company has delayed the roll out in Europe.  The market seems to be looking past what appears to be an abundance of caution that now looks to last a few days.  Risk-taking appetites have barely been impacted.  Most equity markets are firmer today.  In the Asia Pacific regio…
The Greenback Continues to Trade Heavily The Greenback Continues to Trade Heavily Reviewed by Marc Chandler on April 14, 2021 Rating: 5
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China's Expansion Does not Prevent Deflation

February 10, 2021
Overview:  Despite a soft close in US indices yesterday, global shares are on the march again today.  Led by China and Hong Kong, most large markets in the Asia Pacific region advanced today.  Officials gave approval for a new game from Tencent, which helped lift the Hang Seng.  Europe's Dow Jones Stoxx 600 slipped fractionally yesterday but h…
China's Expansion Does not Prevent Deflation  China's Expansion Does not Prevent Deflation Reviewed by Marc Chandler on February 10, 2021 Rating: 5
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Oil's Slides before Steadying, while Easing of Lockdowns Support Risk-Taking Oil's Slides before Steadying, while Easing of Lockdowns Support Risk-Taking Reviewed by Marc Chandler on April 28, 2020 Rating: 5
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The Greenback Slips in Subdued Activity

February 12, 2020
Overview: Investors appear to be increasingly looking past the latest coronavirus from China as new afflictions slow. Despite the soggy close of US equities yesterday, Asia Pacific bourses are nearly all higher, led by more than 1% gains in Singapore and Thailand. The Dow Jones Stoxx 600 is at new record highs, led by consumer discretionary and ma…
The Greenback Slips in Subdued Activity The Greenback Slips in Subdued Activity Reviewed by Marc Chandler on February 12, 2020 Rating: 5
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Whiff of Inflation in the Air

December 19, 2019
Overview: It is risky to read too much into the price action in holiday-thin markets, but inflation fears are beginning to surface. The price of January WTI is around $61, having tested $50 a barrel in Q3. The CRB Index made new highs for the year yesterday and is up almost 9% for the year. The US yield curve (2-10 year) has been steepening after …
Whiff of Inflation in the Air Whiff of Inflation in the Air Reviewed by Marc Chandler on December 19, 2019 Rating: 5
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