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Market Snapshot

Market Snapshot
Oct 19
Market Snapshot

U.S. Rates: Hawks on the Wing

October 19, 2018

The FOMC took a hawkish tone at its most recent meeting; U.S. home sales slowed somewhat but builders stayed optimistic; China's latest economic stats for Q3 were released; Italy's budget conflict with the EU took a time-out.

Market Snapshot
Sep 07
Market Snapshot

U.S. Jobs: Good News. vs. Market News

September 07, 2018

The August jobs report came in with strong headline figures, spooking bond markets already nervous about other signs of growth; Eurozone growth had a solid summer; Argentina and Turkey followed their own paths toward recovery

Market Snapshot
Aug 31
Market Snapshot

EM Duel: Argentina and Turkey

August 31, 2018

The countries with the two worst-performing currencies in 2018 are taking very different paths to resolving their challenges; Italy added a second budget conflict to its agenda.

Market Snapshot
Aug 24
Market Snapshot

U.S. Dollar: Loud and Clear

August 24, 2018

Signals came from both Jackson Hole and Beijing that the greenback might have risen enough, at least for now; Mexico and the U.S. haven’t yet come to an agreement on the level of non-U.S. investment in Mexico’s oil patch.

Market Snapshot
Aug 17
Market Snapshot

Turkey: Specific Gravity

August 17, 2018

Turkey's troubles are both significant and specific to its own status; Argentina made some moves, but markets were not impressed; U.S. household borrowers showed discipline in Q2.

Market Snapshot
Aug 10
Market Snapshot

Turkey: Contagious or Contained?

August 10, 2018

Turkey's currency crisis spread to European financials, as resolution remained elusive; U.S. consumer prices strengthened; China's central bank reiterated its policy stance in its latest quarterly report.

Market Snapshot
Aug 03
Market Snapshot

U.S. Jobs: Still Hiring

August 03, 2018

July's employment report showed growth continuing; the Fed sounded optimistic about growth in its latest statement; the UK's rate rise was about normalization, not Brexit; China took some market-based steps in the currency market.

Market Snapshot
Jul 27
Market Snapshot

U.S. Growth: Exports and consumers to the rescue

July 27, 2018

The U.S. economy grew 4.1% in Q2, supported by consumer spending and exports; growth and moderate inflation in the Eurozone continued to make progress; Brexit hit yet another roadblock as the deadline loomed larger.

Market Snapshot
Jul 20
Market Snapshot

U.S. Growth and the Fed: Fade to Beige?

July 20, 2018

The Fed's Beige Book gave a glimpse of the future impact of the labor shortage – and the trade conflicts; copper prices showed the impact of possible future trade weakness on today's demand; the UK and the EU get down to business on finding a workable compromise on a post-Brexit border in Ireland.

Market Snapshot
Jul 13
Market Snapshot

U.S. Jobs: Changing Times

July 13, 2018

U.S. workers are getting raises the old fashioned way – by changing jobs; Mexico's new president-elect has had the apparent backing of financial markets so far; China's currency policies remained unchanged in the face of strong external pressure on trade.

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