Edit

Risk Appetites Satiated Ahead of the Weekend

November 08, 2019
Overview: The capital markets are consolidating the recent moves ahead of the weekend. Equities are paring this week's gains, though the Nikkei, which was closed on Monday, extended its advance for the fourth consecutive session. Despite the profit-taking today, the MSCI Asia Pacific Index rose for the fifth week. Europe's Dow Jones Stoxx …
Risk Appetites Satiated Ahead of the Weekend Risk Appetites Satiated Ahead of the Weekend Reviewed by Marc Chandler on November 08, 2019 Rating: 5
Edit

The End of Economic Primacy

November 07, 2019
Periodization is an under-appreciated part of political and economic narratives.  What are the broad patterns that determine before and after?  What marks different phases or epochs?  In Capital Alone, Branko Milanovic's new book, he suggests a social-democratic form of capitalism dominated after WWII. At the start of the 21st century, a liber…
The End of Economic Primacy The End of Economic Primacy Reviewed by Marc Chandler on November 07, 2019 Rating: 5
Edit

Trade Optimism Boosts Sentiment but Weighs on the Dollar

November 07, 2019
Overview: Indications that a phase one agreement between the US and China would include rolling back some existing tariffs is boosting risking appetites, sending stocks higher, and pushing up yields. However, this appears to be simply a restating of China's views rather than a new breakthrough. The dollar is paring its recent gains. The MSCI A…
Trade Optimism Boosts Sentiment but Weighs on the Dollar Trade Optimism Boosts Sentiment but Weighs on the Dollar Reviewed by Marc Chandler on November 07, 2019 Rating: 5
Edit

Markets Catch Collective Breath as Dollar Consolidates Yesterday's Advance

November 06, 2019
Overview: Investors seem to be catching their collective breath today, and the global capital markets are consolidating recent moves. A notable exception is the Chinese yuan, which has continued to strengthen, and the dollar has slipped back below CNY7.0. Asia Pacific equities were mixed, and the four-day advance in the regional benchmark stalled …
Markets Catch Collective Breath as Dollar Consolidates Yesterday's Advance Markets Catch Collective Breath as Dollar Consolidates Yesterday's Advance Reviewed by Marc Chandler on November 06, 2019 Rating: 5
Edit

Animal Spirits Remain Animated

November 05, 2019
Overview: The prospects that the US-China deal could include some rolling back of existing US tariffs helped underpin risk appetites. After new record highs in the US S&P 500 and NASDAQ, Asia Pacific markets marched higher, and the MSCI Asia Pacific reached its highest level since August 2018. A small rate cut by China and catch-up by Tokyo, w…
Animal Spirits Remain Animated Animal Spirits Remain Animated Reviewed by Marc Chandler on November 05, 2019 Rating: 5
Subscribe to: Posts ( Atom )
Powered by Blogger.