Results for manufacturing
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Synchronization of the Business Cycle

July 18, 2020
The pandemic has served to synchronize business cycles.  In the first instance, it was a body blow to economies.  After the first shock, it was a question of containing the outbreaks, ensuring the financial markets and bank functions have normalized to facility the economic recovery.   It appears March and April were the worst and that subsequentl…
Synchronization of the Business Cycle Synchronization of the Business Cycle Reviewed by Marc Chandler on July 18, 2020 Rating: 5
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Much Talk but Little Action

May 15, 2020
Overview: The S&P 500 staged an impressive recovery yesterday, a sell-off that took it to its lowest level since April 21, to close more than 1% higher on the day, helped set the tone in the Far East and Europe today. Gains in most Asia Pacific markets, but Hong Kong, Shanghai, and India, trimmed this week's losses. Australia's 1.4% ra…
Much Talk but Little Action Much Talk but Little Action Reviewed by Marc Chandler on May 15, 2020 Rating: 5
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FX Drivers for the Week Ahead

January 12, 2014
At the risk of oversimplifying, there seems to be a single overriding driver of the global capital markets in the coming days.  It is how investors see the implications of last week's dismal jobs data.
In particular, many observers are suggesting that it raises doubts over the Fed's willingness to continue to pullback from its asset purch…
FX Drivers for the Week Ahead FX Drivers for the Week Ahead Reviewed by Marc Chandler on January 12, 2014 Rating: 5
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Sterling Pounded, Euro Resilient in Face of Dovish Draghi

January 10, 2014
The main development in the foreign exchange market, as participants await the US jobs data, has been the drop in sterling following the disappointing industrial output data.
Recall that in November, the UK's manufacturing PMI rose to a new 2-year high of 58.1 from 56.5. It had encouraged economists to look for a gain of around 0.4% in industr…
Sterling Pounded, Euro Resilient in Face of Dovish Draghi Sterling Pounded, Euro Resilient in Face of Dovish Draghi Reviewed by Marc Chandler on January 10, 2014 Rating: 5
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Great Graphic: Detroit Three Automakers Gain Market Domestic Market Share

December 14, 2013
Auto sales have been an important driver of the US economic expansion.  They have been aided by the steadily improving labor market, the wealth effect generated by higher income and rising asset prices, and by the re-opening of the asset-backed securities market, which allows the auto lenders to package and sell off the loans.  
In some respects, …
Great Graphic: Detroit Three Automakers Gain Market Domestic Market Share Great Graphic:  Detroit Three Automakers Gain Market Domestic Market Share Reviewed by Marc Chandler on December 14, 2013 Rating: 5
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Partial Shutdown US Government Weighs on Dollar, but Equities Recover and Bonds Ignore Partial Shutdown US Government Weighs on Dollar, but Equities Recover and Bonds Ignore Reviewed by Marc Chandler on October 01, 2013 Rating: 5
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Fundamental Keys in the Week Ahead

July 28, 2013
Many in the US and Europe are enjoying summer holidays. However, the week ahead is chock full of fundamental events, and is, arguably, the most important week for the next month. Indeed, the events this week will help shape expectations for the period ahead. The US dollar has been trading with a heavier bias against the major currencies, and t…
Fundamental Keys in the Week Ahead Fundamental Keys in the Week Ahead Reviewed by Marc Chandler on July 28, 2013 Rating: 5
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Why the US and European Auto Sectors Continue to Diverge

July 16, 2013
The contrast between the US and European auto markets is stark and captures the significant divergence of the two economies.  June auto sales in Europe slumped from a year ago to their lowest level since 1996. In June, US auto sales reached its highest pace since late 2007.   US sales are up 11% since last June and are 75% above the low point in …
Why the US and European Auto Sectors Continue to Diverge Why the US and European Auto Sectors Continue to Diverge Reviewed by Marc Chandler on July 16, 2013 Rating: 5
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Great Graphic: Appliance Production and Italy's Decline

May 27, 2013
This Great Graphic is part of a larger study by Euromonitor International by Lorenza Della-Santa.  It looks the number of appliances being produced in a select number of European countries in 2007 (dark bar) and 2012 (light bar).
Italy previously was the world's third largest appliance manufacturer.  Last year it was in ninth place.  Until th…
Great Graphic: Appliance Production and Italy's Decline Great Graphic:   Appliance Production and Italy's Decline Reviewed by Marc Chandler on May 27, 2013 Rating: 5
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