Results for South Africa
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It is the ECB's Turn but Little New to be Said or Done

January 21, 2021
Overview:  The S&P 500 and NASDAQ gapped higher yesterday to record-levels, and the reflation theme lifted Asia Pacific shares for the third session today.  South Korea, Taiwan, and China led the advance.  Europe's Dow Jones Stoxx 600 gapped higher and is consolidating, seemingly waiting for fresh directional clues from the US, where a sma…
It is the ECB's Turn but Little New to be Said or Done It is the ECB's Turn but Little New to be Said or Done Reviewed by Marc Chandler on January 21, 2021 Rating: 5
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Darkest Before Dawn

January 16, 2021
The upcoming economic news is likely to be dreadful, and if it is not dreadful, it will be mostly ignored. This includes the release of the preliminary January PMI figures at the end of the week. Japan is extending its national emergency to another five prefectures, which collectively account for over half of the nation's GDP.  Germany's M…
Darkest Before Dawn Darkest Before Dawn Reviewed by Marc Chandler on January 16, 2021 Rating: 5
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Markets Look Past Near-Term Challenges

November 23, 2020
Overview:  News that the AstraZeneca vaccine was 70% effective but could be enhanced by changing dosage is lifting spirits and boosting equities.  Japan's markets were closed for a national holiday, but all the equity markets in the region advanced and many by more than 1%.  Strong export figures for the first 20 days of November helped lift S…
Markets Look Past Near-Term Challenges Markets Look Past Near-Term Challenges Reviewed by Marc Chandler on November 23, 2020 Rating: 5
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US Treasury-Fed Dispute Spurs Handwringing but Immediate Market Impact was Exaggerated US Treasury-Fed Dispute Spurs Handwringing but Immediate Market Impact was Exaggerated Reviewed by Marc Chandler on November 20, 2020 Rating: 5
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ECB Takes Center Stage

April 30, 2020
Overview: Equities continue to recover even as deep economic contractions are reported. Yesterday, the US said Q1 GDP contracted at an annualized pace of 4.8%, while the eurozone reported today that output fell 3.8% quarter-over-quarter in Q1.  Hong Kong and South Korea were closed, but the rest of the Asia Pacific bourses rallied strongly with se…
ECB Takes Center Stage ECB Takes Center Stage Reviewed by Marc Chandler on April 30, 2020 Rating: 5
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Monday Blues

March 30, 2020
Overview: Risk appetites remain in check as the spread of the coronavirus is leading to more and longer shutdowns.  Asia Pacific equities fell with Australia, the notable exception.  Its benchmark rallied a record 7%, encouraged by additional stimulus measures.  Led by financials, following new that the ECB is requesting banks hold off dividend pa…
Monday Blues Monday Blues Reviewed by Marc Chandler on March 30, 2020 Rating: 5
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US Brandishes Tariff Weapon and Weakens Animal Spirits

December 03, 2019
Overview: Asia Pacific equities mostly declined in sympathy with yesterday's large sell-off in the US and Europe. China and Taiwan were the notable exceptions, while Australia's 2.2% decline, following the central bank meeting that resulted in what many are seeing as a hawkish hold, led the move lower. Europe's Dow Jones Stoxx 600 fell…
US Brandishes Tariff Weapon and Weakens Animal Spirits US Brandishes Tariff Weapon and Weakens Animal Spirits Reviewed by Marc Chandler on December 03, 2019 Rating: 5
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Investor Optimism Carries into the New Week

November 04, 2019
Overview: Investor optimism is reflected by the risk-taking appetite that is lifting equity markets and bond yields. With Japanese markets closed for a national holiday, the MSCI Asia Pacific Index was led higher by more than 1% gains in Hong Kong, Taiwan, South Korea, and Thailand. The regional benchmark advanced for the seventh session in the pa…
Investor Optimism Carries into the New Week Investor Optimism Carries into the New Week Reviewed by Marc Chandler on November 04, 2019 Rating: 5
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Macroeconomic Considerations

August 26, 2018
The force that had pushed the US 10-year Treasury yield to 3% and the dollar above JPY113 at the start of the month, and the euro to $1.13 a couple of weeks ago has dissipated.  The 10-year yield is near 2.80%.  The dollar was near two-month lows against the yen a week ago, and the euro was back toward the middle of its previous $1.15-$1.18 tradin…
Macroeconomic Considerations Macroeconomic Considerations Reviewed by Marc Chandler on August 26, 2018 Rating: 5
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