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BOE Initiates Tightening Cycle with Quarter-Point Hike

November 05, 2026
In the initial reaction to the US election results, the dollar and US equities were sold.  The market talk was about the implications for the AI build-out.  The AI meme questioned and the Philadelphia Stock Exchange’s Semiconductor Index (SOX) fell by 3.1%, though the Nasdaq Composite rallied 1.4%.  However, in North America yesterday, the focus s…
BOE Initiates Tightening Cycle with Quarter-Point Hike BOE Initiates Tightening Cycle with Quarter-Point Hike Reviewed by Marc Chandler on November 05, 2026 Rating: 5
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Election-Inspired Dollar Setback may be Buying Opportunity Ahead of Friday's Employment Report Election-Inspired Dollar Setback may be Buying Opportunity Ahead of Friday's Employment Report Reviewed by Marc Chandler on November 04, 2026 Rating: 5
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Surplus: The History of Too Much and the End of Economic Primacy

November 03, 2026
Surplus: The History of Too Much and the End of Economic PrimacyThe PuzzleThe United States carries more than $40.5 trillion of debt. Neither party has the appetite to address it. Yet adjusted for inflation, real interest rates remain subdued. While nominal yields are near multi-decade highs, real yields are modest. The US 10-year yield is a littl…
Surplus: The History of Too Much and the End of Economic Primacy Surplus: The History of Too Much and the End of Economic Primacy Reviewed by Marc Chandler on November 03, 2026 Rating: 5
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The Greenback is Mixed as Americans Vote; Aussie Sold after RBA Signaled Its Fifth Hike may be its Last The Greenback is Mixed as Americans Vote; Aussie Sold after RBA Signaled Its Fifth Hike may be its Last Reviewed by Marc Chandler on November 03, 2026 Rating: 5
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What a Difference the Weekend Made

November 02, 2026
What a difference the weekend made.  There is a resilience today that was not seen at the end of last week.  Questions over the Ai-meme, which drove the semiconductor index down 7.2%, have eased today, despite S&P cutting Meta’s rating outlook at the end of last week. Last week, France escaped a Moody’s downgrade, but at the end of the week sa…
What a Difference the Weekend Made What a Difference the Weekend Made Reviewed by Marc Chandler on November 02, 2026 Rating: 5
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November 2026 Monthly

October 31, 2026
The EU and China understanding was one of the highlights of October, but the China shock rolls on.  The economic disruption from China's export drive continues. Even as the Chinese yuan gradually appreciates, the price competitiveness of many Chinese goods appears to be increasing. Nor is the disruption from the United States going away, and i…
November 2026 Monthly November 2026 Monthly Reviewed by Marc Chandler on October 31, 2026 Rating: 5
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