Results for Divergence
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Divergence Continues to Underpin the Greenback

October 25, 2023
Overview: The divergence reflected in the flash PMI readings seen yesterday underpinned the dollar, which is firmer in mostly quiet turnover. The initial Australian dollar gains scored in response to the slightly less decline in Q3 CPI have been unwound. The greenback also remains within striking distance of JPY150 where there are still some large…
Divergence Continues to Underpin the Greenback Divergence Continues to Underpin the Greenback Reviewed by Marc Chandler on October 25, 2023 Rating: 5
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Divergence: The Only Macro

March 20, 2021
The major central banks have met.  The general message is that continued strong monetary support remains necessary, and the coming increase in price pressures is likely to be technical and transitory.  The US fiscal stimulus, on the back of which the OECD revised its global growth forecast up 1.4 percentage points to  5.6%, has been approved.  The…
Divergence: The Only Macro Divergence: The Only Macro Reviewed by Marc Chandler on March 20, 2021 Rating: 5
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Cool Video: Q1 US GDP Optics may Mark Near-Term Peak in Divergence Theme

April 29, 2019
I joined Tom Keene and Francine Lacqua to talk about US GDP with David Riley from BlueBay Asset Management.  Here is a link to a 2.5-minute clip.
The initial estimate of Q1 US growth was well more than nearly anyone expected.  The details were underwhelming as the consumption was halved and the GDP deflator was halved. Final private domestic sales,…
Cool Video: Q1 US GDP Optics may Mark Near-Term Peak in Divergence Theme Cool Video: Q1 US GDP Optics may Mark Near-Term Peak in Divergence Theme Reviewed by Marc Chandler on April 29, 2019 Rating: 5
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Who's the Driest Towel Now?

April 27, 2019
Imagine that when the year began, the US economy was hit with a sharp tightening in financial conditions and a sharp drop in the stock market.  The government was in a partial shutdown, and the winter was bitter.  It looked to many, including ourselves that the economy was stagnating.  Indeed it was, but the high-frequency data, on balance showed …
Who's the Driest Towel Now? Who's the Driest Towel Now? Reviewed by Marc Chandler on April 27, 2019 Rating: 5
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Cool Video: Bloomberg Clip US Growth in Relative Terms

January 28, 2019
With a jam-packed week for investors, and several high profile earnings reports, first look at Q4 GDP, the resumption of US-China trade talks, the FOMC meeting, and US jobs, it was a good time to be invited on the set of Bloomberg TV, with David Westin and Lisa Abramowicz.  The clip here is with Matt Winkler, Editor-in-Chief Emeritus.
Winkler has …
Cool Video: Bloomberg Clip US Growth in Relative Terms Cool Video: Bloomberg Clip US Growth in Relative Terms Reviewed by Marc Chandler on January 28, 2019 Rating: 5
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Fed Can Look Through the Data Easier than the ECB and BOJ

May 13, 2018
Geopolitical issues will continue to bubble below the surface for the capital markets.  The fallout from the reimposition of US sanctions on Iran has apparently helped lift oil prices in the face of the rising dollar, which often acts as a drag.  In the coming days, the US will take the symbolic step of moving its embassy to Jerusalem. The conflic…
Fed Can Look Through the Data Easier than the ECB and BOJ Fed Can Look Through the Data Easier than the ECB and BOJ Reviewed by Marc Chandler on May 13, 2018 Rating: 5
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Divergence: Norway and Sweden

September 30, 2016
The euro is trading at its lowest level against the Norwegian krone since August 2015.  The euro is near its best levels against the Swedish krona in nearly as long.  
Through the first three-quarters of the year, the US dollar has fallen against most of the major currencies.  There are two exceptions.  Sterling's story is Brexit.  The Swedish …
Divergence: Norway and Sweden Divergence: Norway and Sweden Reviewed by Marc Chandler on September 30, 2016 Rating: 5
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