Results for Central Banks
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Consolidation Featured

August 08, 2024
Overview:  Yesterday's poor 10-year note US Treasury auction helped turn the equity market lower and this carried over into Asia Pacific and European activity today. Today, Treasury completes its quarterly refunding with the sale of $25 bln 30-year bonds. The general tone in the foreign exchange market is one of consolidation. Japanese investo…
Consolidation Featured Consolidation Featured Reviewed by Marc Chandler on August 08, 2024 Rating: 5
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Fragile Turn Around Tuesday

August 06, 2024
Overview: Calmer markets are prevailing today, but an unease remains, and market moves continue to be sharp even if less dramatic. Still, it is in these somewhat less volatile conditions that the US dollar is doing better. It is firmer against all the G10 currencies today. The yen and sterling are the weakest, nursing 0.4%-0.5% losses, while the N…
Fragile Turn Around Tuesday Fragile Turn Around Tuesday Reviewed by Marc Chandler on August 06, 2024 Rating: 5
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Risks to Financial Stability Fan Speculation of Emergency Rate Cuts

August 05, 2024
Overview: The Black Monday talked about over the weekend has materialized. Japanese equity indices more than 12% today. The Nikkei is off around 26.5% form the high set on July 11. Taiwan and South Korean equities were tagged for more than 8% in a sea of red that spared no one. Europe's Stoxx 600 is off 2.4%, nearly matching its pre-weekend lo…
Risks to Financial Stability Fan Speculation of Emergency Rate Cuts Risks to Financial Stability Fan Speculation of Emergency Rate Cuts Reviewed by Marc Chandler on August 05, 2024 Rating: 5
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Week Ahead: Thumbnail Sketch of Central Bank Meetings

September 16, 2023
The week ahead is dominated by central bank meetings. Six of the G10 central banks meets. The post-Covid monetary tightening cycle is ending. The start was not synchronized, and neither will be the end. It is tempting to think that those that began the tightening cycle early will among the first to finish. Among emerging markets that is true for B…
Week Ahead: Thumbnail Sketch of Central Bank Meetings Week Ahead: Thumbnail Sketch of Central Bank Meetings Reviewed by Marc Chandler on September 16, 2023 Rating: 5
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China's Measures Begin to Find Traction, US Employment Report on Tap

September 01, 2023
Overview: Beijing's seemingly steady stream of measures to support the economy and steady the yuan are beginning to produce the desired effect. The yuan is snapping a four-week decline and the CSI 300 halted a three-week drop. Some economists estimate that the bevy of measures may be worth as much as 1% for GDP. The dollar is narrowly mixed ah…
China's Measures Begin to Find Traction, US Employment Report on Tap China's Measures Begin to Find Traction, US Employment Report on Tap Reviewed by Marc Chandler on September 01, 2023 Rating: 5
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Too Much of a Good Thing

June 18, 2022
Forget the adage about measuring twice and cutting once. Aside from the Bank of Japan, major central banks are in a hurry to tighten financial conditions even as a cyclical slowdown weakens demand. The Federal Reserve's decision to hike by 75 bp instead of the 50 bp that it had previously guided investors and businesses to expect was primarily…
Too Much of a Good Thing Too Much of a Good Thing Reviewed by Marc Chandler on June 18, 2022 Rating: 5
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Central Banks on a Preset Course Reduces Significance of High-Frequency Data

April 16, 2022
Arguably the most important data next week is the flash PMI.   It is not available for all countries, but for those generally large G10 economies, the preliminary estimate is often sufficiently close to the final reading to steal its thunder. Moreover, and this applies to high-frequency data more broadly, given the overshoot of inflation in most c…
Central Banks on a Preset Course Reduces Significance of High-Frequency Data Central Banks on a Preset Course Reduces Significance of High-Frequency Data Reviewed by Marc Chandler on April 16, 2022 Rating: 5
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Real Sector Data and Prices in the Week Ahead

February 12, 2022
The focus shifts in the week ahead away from central banks directly and toward the macro data at the start of the year.  It is about real sector data and prices.  However, the US warned late Friday that Russia will invade Ukraine as early as next week. Reports suggested Putin made the decision and told his top aides.  Russia of course denied it.  …
Real Sector Data and Prices in the Week Ahead Real Sector Data and Prices in the Week Ahead Reviewed by Marc Chandler on February 12, 2022 Rating: 5
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