Results for Ukraine
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New Week, but same Old Stocks (Heavier) and Dollar (Stronger)

October 10, 2022
Overview: The start of the new week has not broken the bearish drive lower in equities. Several Asia Pacific centers were closed, including Japan, Taiwan, and South Korea. China’s markets re-opened, and the new US sanctions coupled with the disappointing Caixin service and composite PMI took its toll. The CSI 300 was off 2.2% and the Hang Seng dro…
New Week, but same Old Stocks (Heavier) and Dollar (Stronger) New Week, but same Old Stocks (Heavier) and Dollar (Stronger) Reviewed by Marc Chandler on October 10, 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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China's PMI Disappoints, US getting more Serious about Deploying SPR

March 31, 2022
Overview: The poor Chinese March PMI and talk that the US could tap its strategic oil reserves by as much as one million barrels a day for six months have rippled through the capital markets.  After the S&P 500 snapped a four-day advance yesterday, equities in the Asia Pacific region may have been on the defensive today, but sub-50 boom/bust r…
China's PMI Disappoints, US getting more Serious about Deploying SPR China's PMI Disappoints, US getting more Serious about Deploying SPR Reviewed by Marc Chandler on March 31, 2022 Rating: 5
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BOJ Steps-Up its Efforts, US 2-10 Curve steepens, and the Dollar Softens

March 30, 2022
Overview:  A pullback in US yields yesterday and the Bank of Japan's stepped-up efforts to defend the Yield Curve Control policy helped extend the yen's recovery.  This spurred profit-taking on Japanese stocks, where the Nikkei had rallied around 11% over the past two weeks.  Hong Kong, China, and Taiwan led the regional advance.  However,…
BOJ Steps-Up its Efforts, US 2-10 Curve steepens, and the Dollar Softens BOJ Steps-Up its Efforts, US 2-10 Curve steepens, and the Dollar Softens Reviewed by Marc Chandler on March 30, 2022 Rating: 5
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Calmer Markets: Hope Springs Eternal

March 29, 2022
Overview:  Interest rates continue to rise, but equities are looking through it today and the dollar is drawing less succor.  Asia Pacific equities were mostly higher.  With half of Shanghai in lockdown, Chinese equities were unable to join the regional advance.  Europe's Stoxx 600, led by energy and consumer discretionary sectors, is rising f…
Calmer Markets: Hope Springs Eternal Calmer Markets: Hope Springs Eternal Reviewed by Marc Chandler on March 29, 2022 Rating: 5
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Yields Jump, Greenback Bid

March 28, 2022
Overview: Yields are surging.  Canada and Australia's two-year yields have jumped 20 bp, with the US yield up 10 bp to 2.37% ahead of the $50 bln sale later today.  The US 10-year yield has risen a more modest three basis points to 2.50%, flattening the 2-10-year yields curve.  The 5–30-year curve has inverted for the first time since 2016.  E…
Yields Jump, Greenback Bid Yields Jump, Greenback Bid Reviewed by Marc Chandler on March 28, 2022 Rating: 5
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China and Hong Kong Stocks Plummet, Yields Soar

March 14, 2022
Overview: While the World Health Organization debates about downgrading Covid from a pandemic, the rise China and Hong Kong cases is striking.  A lockdown in Shenzhen and restrictions in Shanghai, coupled with a record fine by PBOC officials on Tencent drove local stocks sharply lower.  China's CSI 300 fell 3% and a measure of Chinese stocks t…
China and Hong Kong Stocks Plummet, Yields Soar China and Hong Kong Stocks Plummet, Yields Soar Reviewed by Marc Chandler on March 14, 2022 Rating: 5
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