Results for US Economy
Edit

US Jobs and Eurozone CPI Highlight the Week Ahead

November 26, 2022
Two high-frequency economic reports stand out in the week ahead:  The US November employment report and the preliminary eurozone CPI. The Federal Reserve has deftly distanced itself from any one employment report. As a result, it would take a significant miss of the median forecast (Bloomberg survey) to alter market expectations for a 50 bp hike w…
US Jobs and Eurozone CPI Highlight the Week Ahead US Jobs and Eurozone CPI Highlight the Week Ahead Reviewed by Marc Chandler on November 26, 2022 Rating: 5
Edit

Calm Markets with Japan on Holiday Today and the US Tomorrow

November 23, 2022
Overview: The capital markets are quiet today with Japan on holiday and the US on holiday tomorrow. Asia Pacific equities were mostly firmer after yesterday’s rally on Wall Street. Europe’s Stoxx 600 is about 0.25% higher and at its best level in three months. US futures are steady to slightly higher. Benchmark 10-year yields are little changed. T…
Calm Markets with Japan on Holiday Today and the US Tomorrow Calm Markets with Japan on Holiday Today and the US Tomorrow Reviewed by Marc Chandler on November 23, 2022 Rating: 5
Edit

The Dollar Comes Back Better Bid

November 17, 2022
Overview: Animal spirits are retreating today.  Asia Pacific and European equities are lower, and US futures are narrowly mixed.  US 2- and 10-year yields are edging higher, while European benchmark 10-year yields are mostly softer.  Italy and the UK are notable exceptions.  Gilt yields are firming ahead of the budget statement.  The dollar is tra…
The Dollar Comes Back Better Bid The Dollar Comes Back Better Bid Reviewed by Marc Chandler on November 17, 2022 Rating: 5
Edit

Markets are Less on Edge as the Darkest Scenarios seem Less Likely

November 16, 2022
Overview: The situation in central Europe is still intense but it appears top US, European and Polish officials are more reluctant than some market participants to attribute the darkest of intentions and paint extreme narratives. The Polish zloty has recovered around 1.3% today and other central European currencies are also trading firmer to lead …
Markets are Less on Edge as the Darkest Scenarios seem Less Likely Markets are Less on Edge as the Darkest Scenarios seem Less Likely Reviewed by Marc Chandler on November 16, 2022 Rating: 5
Edit

Dollar Slump Halted as Stocks and Bonds Retreat

October 05, 2022
Overview: Hopes that the global tightening cycle is entering its last phase supplied the fodder for a continued dramatic rally in equities and bonds. The euro traded at par for the first time in two weeks, while sterling reached almost $1.1490, its highest since September 15. The US 10-year yield has fallen by 45 bp in the past five sessions. Yet,…
Dollar Slump Halted as Stocks and Bonds Retreat Dollar Slump Halted as Stocks and Bonds Retreat Reviewed by Marc Chandler on October 05, 2022 Rating: 5
Edit

The Dollar Heads into the Weekend Well Bid

September 16, 2022
Overview:  The dollar is well bid. It has risen to new two-year highs against the dollar bloc and Chinese yuan. Aided by worse than expected retail sales, sterling, on its anniversary of leaving the European Exchange Rate Mechanism fell to its lowest level since 1985. This fits into the broader risk-off move. The S&P 500 fell to new two-month …
The Dollar Heads into the Weekend Well Bid The Dollar Heads into the Weekend Well Bid Reviewed by Marc Chandler on September 16, 2022 Rating: 5
Edit

Calmer Capital Markets...for the Moment

September 15, 2022
Overview:  The capital markets are quiet today. Equity markets and bond yields have a slight upside bias, while the dollar is little changed. Despite reports that the lockdown in Chengdu is easing, Chinese equities underperformed in the Asia Pacific region. Japan, Hong Kong, Taiwan, and Australia eked out modest gains. After sliding around 2.4% ov…
Calmer Capital Markets...for the Moment Calmer Capital Markets...for the Moment Reviewed by Marc Chandler on September 15, 2022 Rating: 5
Powered by Blogger.