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Markets Hear What it Wants from China's Chief Negotiator, but HK maybe New Obstacle Markets Hear What it Wants from China's Chief Negotiator, but HK maybe New Obstacle Reviewed by Marc Chandler on November 21, 2019 Rating: 5
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Dollar Snaps Back

November 20, 2019
Overview: The idea that a US-China trade deal is proving more elusive than the agreement in principle on October 11 implied is being seized upon to spur what we suspect is an overdue round of profit-taking in global equities. The MSCI Asia Pacific Index snapped a three-advance, with over 1% declines in South Korea and Australia. Europe's Dow J…
Dollar Snaps Back Dollar Snaps Back Reviewed by Marc Chandler on November 20, 2019 Rating: 5
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Hong Kong Stocks Rally as Stand-Off Continues

November 19, 2019
Overview: The run-up in equities continues to be the dominant development in the capital markets. Although the Japanese and South Korean bourses fell, the rise in Australia, China, Hong Kong, and Taiwan underpin the MSCI Asia Pacific Index. The Hang Seng's gains  (1.5% on top of yesterday's 1.3% rise) are notable as the situation on the gr…
Hong Kong Stocks Rally as Stand-Off Continues Hong Kong Stocks Rally as Stand-Off Continues Reviewed by Marc Chandler on November 19, 2019 Rating: 5
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Sterling Shines in Subdued Start to the New Week

November 18, 2019
Overview: Equities in Europe and the US look to extend their six-week rally, while the MSCI Asia Pacific Index gets back on the winning way after stumbling last week. Despite the escalation of the conflict in Hong Kong, the Hang Seng rose 1.35% to lead the region and recoup a chunk of last week's 4.8% slump. The Dow Jones Stoxx 600 puts the Eu…
Sterling Shines in Subdued Start to the New Week Sterling Shines in Subdued Start to the New Week Reviewed by Marc Chandler on November 18, 2019 Rating: 5
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Make it or Break It Week for the Dollar?

November 17, 2019
The US dollar was little changed for most of last week and then weakened against most of the major currencies ahead of the weekend.  The consensus narrative is that comments by the US Administration fanned optimism on a trade agreement with China, and that encouraged a rally in risk assets.  We are skeptical, in part because earlier worries failed…
Make it or Break It Week for the Dollar? Make it or Break It Week for the Dollar?  Reviewed by Marc Chandler on November 17, 2019 Rating: 5
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