China's Digital Yuan Comes With An Expiration Date It's been a long time coming, and now it's almost here. Last August we reported that China's Commerce...
The Fed has clearly signaled they are not worried about inflation and that should worry financial markets. The Fed has repeated that inflation will be transitory,...
Overview: The dollar has come back bid. A disappointing and unexpected increase in the US weekly jobless claims pressed yields lower, with the 10-year falling a...
S&P Futures, European Stocks Hit New All-Time Highs As Rates Slide European stocks hit a new record highs on Thursday, buoyed by optimism in Britain over...
Overview: Global stocks are moving higher today. Fears of a new lockdown in Tokyo amid rising covid cases weighed on Japanese stocks, a notable exception as the...
Chinese Shipping Giant Soars After Forecasting 200x Profit Jump On Exploding Shipping Costs In the past few months, we have extensively discussed the surge in shipping...
China Credit Impulse Set To Collapse As Beijing Orders Banks To Curtail Loan Growth For Rest Of 2021 One month after global markets underwent a brief...
US Futures Dip As European Stocks Finally Erase All Pandemic Losses, Hit Record High Global stocks hit record highs on Tuesday, supported by strong economic data...
Surge in risk sentiment sends US dollar reeling The US dollar wilted overnight before the onslaught of bullish risk sentiment that swept Wall Street after Friday’s...
Asian equities muted in holiday trade Asia is treading cautiously this morning despite the blowout US Non-Farm Payrolls data on Friday pushing Wall Street to an...
Dollar's Share Of Global Reserves Tumbles To Lowest Since 1995 As Yuan's Hits All Time High Last week, the The IMF released the latest Currency Composition...
China Encouraging More Capital Outflows To Ease Pressure On Yuan Back in August 2018 we observed a historic event for China's economy: for the first time in its...
Dollar's Share Of Global Reserves Tumbles To Lowest Since 1995 As Yuan Hits All Time High Last week, the The IMF released the latest Currency Composition...
Country US The US economy is about to run hot as a hiring spree has officially started. The dollar may have got its groove back as...
Overview: Most financial centers are closed for the holiday today. Those markets that were open in the Asia Pacific region, like Japan, China, and South Korea,...
Four major forces shaped the investment climate in the first quarter: the evolution of the virus and the rollout of the vaccine, the rising long-term interest rates...
S&P Futures Hit All Time High To Start The New Quarter Now that the quarter-end rebalance malarkey is behind us, it's full steam ahead into the...
Overview: The global capital markets have begun the new month and quarter on a good note. Equity markets are encouraged by yesterday's gains in the US. ...
Record Leverage Means No Policy U-Turn For The PBOC By Ye Xie, Bloomberg macro commentator and analyst That seems the thinking behind U.S. President Joe Biden’s economic...
Overview: The US dollar is paring its recent gains against most major and emerging market currencies today, mainly on the back of month and quarter-end position...
China equities dip despite strong PMI reports Wall Street stocks ranged noisily overnight, finishing slightly lower on the day as they were buffeted by bond market...
Dollar shows gains as US yields rise The US dollar continued to march higher overnight, initially on the rise in US yields, while notably maintaining that...
Chinese telecommunications giant Huawei Technologies Co said its financial results in 2020 were "largely in line" with forecasts amid the global pandemic and intense pressure on...
Russian National Wealth Fund Turning To Gold, Dumping Dollars Via SchiffGold.com, The Russian Finance Ministry has given the green light for the Russian National Wealth fund...
Overview: The US 10-year yield is at new highs since January 2020, pressing above 1.77% and helping pull up global yields today. European benchmarks yields are...
US yields boost the dollar Once again, the US dollar rose overnight, powered by higher US yields. In contrast to the day before, the US dollar...
Futures Slides As Yields Surge, Archegos Jitters Persist US index future slumped on Tuesday as traders continued to fret over fallout from the implosion of Archegos...
Bill Blain: Brace, Brace, Brace Authored by Bill Blain via MorningPorridge.com, “The supreme art of war is to subdue the enemy without fighting.” You could not...
Futures Rebound Despite Global Margin Call Fears After initially dipping as much as -0.7% during the early Asian session on fears that the Archegos margin call...
Overview: The large block trade (~$20 bln) before the weekend, apparently from a family office, continued to have ripple effects today, but the MSCI Asia Pacific...