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Three Developments Shaping Month-End

March 28, 2018
Today may be the last day of full liquidity until next Tuesday, after the Easter holidays.  We identify three developments that are characterizing the end of the month, quarter, and for some countries and companies, the fiscal year.  Equity market sell-off, bond market rally, and the continued rise in LIBOR.  
The sell-off in stocks at the end of l…
Three Developments Shaping Month-End Three Developments Shaping Month-End Reviewed by Marc Chandler on March 28, 2018 Rating: 5
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Great Graphic: EMU Inflation Not Making it Easy for ECB

March 27, 2018
The Reserve Bank of New Zealand is credited with being the first central bank to adopt a formal inflation target.  Following last year's election, the central bank's mandate has been modified to include full employment.  To be sure this was a political decision, and one that initially saw the New Zealand dollar retreat.  
The dual mandate t…
Great Graphic: EMU Inflation Not Making it Easy for ECB Great Graphic: EMU Inflation Not Making it Easy for ECB Reviewed by Marc Chandler on March 27, 2018 Rating: 5
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Global Equities Follow US Lead, Dollar Steadies

March 27, 2018
We argued that the talk of trade war was exaggerated.  The confrontation, strong demands and a climb down is the Art of the Deal, and is part of the way the Trump Administration negotiates.  We see striking parallels between the policymakers and tactics with the Reagan Administration's attempt to pry open Japanese markets.  A combination of vo…
Global Equities Follow US Lead, Dollar Steadies Global Equities Follow US Lead, Dollar Steadies Reviewed by Marc Chandler on March 27, 2018 Rating: 5
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