JYN News and Press, Barclays Bank PLC From 05/25/21

The Shanghai Composite jumped 2.4% today, the most since last October to reach a three-month high. The EU's confrontation with its neighbors is running at a high level. It is preparing more sanctions against Belarus. The US dollar remains trapped in its trough against the Canadian...

The Fed can't taper Quantitative Easing (QE) without really hurting the market. Tapering of QE will signal a shift by the Fed to tighter monetary policy. Tapering will signal the end an era of Fed ease and the onset of higher inflation and interest rates, the market’s event...

The failure or major repricing of any of the world's four major reserve currencies will destroy the myth that major currencies are safe. When looking at the miserable alternative currencies before us, the dollar is without a doubt king. We must not underestimate the advantage the ...

The inability of US equities to sustain yesterday's rally provided an initial headwind to trading in the Asia-Pacific region today. Europe's Dow Jones Stoxx 600 gapped lower, and information technology, materials, and energy were the largest drags. US equity futures are seeing fol...

US inflation accelerating more than expected, following which the US 10-year yield jumped, providing a nice concession at the quarterly refunding and lifting the dollar broadly. The sharp sell-off in US shares, which continues today, with the futures indices off 0.3-0.5%, knocked Asia...

This article looks at 150 years of inflation data from multiple countries, to find correlations and causes. An assessment of whether CPI is accurate, and where it may be off. How different asset classes perform in inflationary/deflationary environments. For further details s...

In the Asia-Pacific region, most equity markets advanced. European equities are slightly firmer, and the Dow Jones Stoxx 600 is set to snap a two-week decline. The dollar remains lower on the week against all the major currencies and all but a handful of emerging market currencies...

After falling 1.15% last week, the MSCI Asia Pacific Index traded heavily today, with only Australia and New Zealand bucking the move. Europe's Dow Jones Stoxx 600 fell for the second consecutive week to the end of April and is struggling to sustain early upticks today. US S&P...

Equities are mostly firmer in the Asia-Pacific region and Europe. Hong Kong, China, and Australia were exceptions, and their equities slipped lower. Europe's Dow Jones Stoxx 600 snapped a seven-week advance last week but is slightly higher today. The dollar is sporting a soft prof...

Despite unmistakable signs that the US economy is accelerating, and by more than expected, the US 10-year yield is around 25 bp off the end of March high. The Federal Reserve meets next week and there is no compelling reason to expect a change in tone from either the statement or Chai...