A Thumbnail Sketch of the Capital Markets

Marc Chandler submits:

The US dollar is seeing gains over the past 24-hours pared. No single event appears to be the trigger, though a successful Spanish bond auction and indications that Greece will receive the second 9 bln euro aid tranche from the IMF/EU may have helped spark the euro’s bounce from near $1.3120. The Swiss franc is actually leading the move in the majors today.

The Bank of England left rates on hold as widely expected and despite the string of relatively good bank earnings reports continuing today, sterling is lagging, though many still look for a test on the $1.60 area. The ECB meeting, and more importantly, Trichet’s press conference is the main focus ahead of tomorrow’s US employment report. Stepped up verbal comments from Japanese officials may have helped keep the dollar in a narrow 25 tick range on either side of JPY86.25 thus far today.

Asian equities are more mixed than the 0.6% rise in the MSCI Asia-Pacific Index would suggest. The pullback in the yen encouraged short-covering in some of the Japanese multinationals, helping the Nikkei recoup the lion’s share of yesterday’s losses with a 1.7% advance today.


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