 | |||
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| "China, Europe and the US compared" | by Mark Pender, Editor-in-Chief | 12/18/20 | |
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| The interim between the near-term and medium-term is feeling like a long haul indeed. | |||
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| "Near-term, medium-term dichotomy deepens" | by Mark Pender, Editor-in-Chief | 12/11/20 | |
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| Pressure to build on China to stimulate demand for foreign goods. | |||
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| "US employment darkens outlook; bring on the vaccines!" | by Mark Pender, Editor-in-Chief | 12/4/20 | |
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| Vaccines versus ongoing Covid is 2021's theme. | |||
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| "Lagging data show strength, not early November data" | by Mark Pender, Editor-in-Chief | 11/20/20 | |
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| Data may be pivoting, from strength to weakness. | |||
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| "Vaccine on its way; no slowing for stimulus" | by Mark Pender, Editor-in-Chief | 11/13/20 | |
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| Sentiment down, recovery slowing as vaccine appears. | |||
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| "Central banks position for more stimulus" | by Mark Pender, Editor-in-Chief | 11/6/20 | |
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| QE is the preferred tool of the second wave. | |||
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| "Recovery faith petering out" | by Mark Pender, Editor-in-Chief | 10/23/20 | |
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| Covid takes a psychological toll in Europe. | |||
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| "Recovery getting old fast; jobs slowing, inflation sinking" | by Mark Pender, Editor-in-Chief | 10/16/20 | |
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| Employment and prices and production all suffering. | |||
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| "Covid success, Covid failure dictate recovery" | by Mark Pender, Editor-in-Chief | 10/9/20 | |
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| Data are hot where Covid is cool, and vice versa. | |||
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| "Recovery mostly slowing; Covid dominates" | by Mark Pender, Editor-in-Chief | 10/2/20 | |
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| Good news is getting harder to find. | |||
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| "Recovery steady perhaps, but not accelerating" | by Mark Pender, Editor-in-Chief | 9/25/20 | |
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| Slowing improvement is the unwelcome theme. | |||
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| "Improvement not accelerating" | by Mark Pender, Editor-in-Chief | 9/18/20 | |
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| Rates of growth are slowing fast. | |||
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| "Inflation showing some life, employment steady" | by Mark Pender, Editor-in-Chief | 9/11/20 | |
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| Small steps in the right direction. | |||
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| "Employment recovering but not inflation" | by Mark Pender, Editor-in-Chief | 9/4/20 | |
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| Pressure for more fiscal stimulus is the week's result. | |||
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| "Reinflation no risk for policy, or is it?" | by Mark Pender, Editor-in-Chief | 8/28/20 | |
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| Inflation has been an unsolved mystery for policy makers. | |||
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| "Good news yes, but bad news too" | by Mark Pender, Editor-in-Chief | 8/21/20 | |
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| Outside of US housing, the news was mostly downbeat. | |||
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| "Demand up, output up, inflation up" | by Mark Pender, Editor-in-Chief | 8/14/20 | |
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| The end to stimulus is the week's question. | |||
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| "V-recovery looking tired" | by Mark Pender, Editor-in-Chief | 8/7/20 | |
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| Instead of a big V-recovery, a little v-recovery may be playing out. | |||
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| "Rising infections dictate terms" | by Mark Pender, Editor-in-Chief | 7/31/20 | |
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| The consumer leads what may be an impermanent advance. | |||
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| "Data mixed to down; updates from the great pandemic" | by Mark Pender, Editor-in-Chief | 7/24/20 | |
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| Fiscal support is phasing out at a bad time. | |||
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| "The 'V' recovery is on! Really?" | by Mark Pender, Editor-in-Chief | 7/17/20 | |
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| The global economy is moving up, but so are US infection rates. | |||
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| "Rallying amid reopenings despite second-wave risk" | by Mark Pender, Editor-in-Chief | 7/10/20 | |
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| Recovery is on yet the hole is deep. | |||
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| "Demand side breakout; Japan lagging" | by Mark Pender, Editor-in-Chief | 7/2/20 | |
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| Muted confidence and second-wave risk cloud outlook. | |||
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| "Recovery solid in June; July clouded by shutdown risk" | by Mark Pender, Editor-in-Chief | 6/26/20 | |
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| PMIs point mostly to positive recovery in June. | |||
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| "China recovery setting the pace" | by Mark Pender, Editor-in-Chief | 6/15/20 | |
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| Neither a 'V' nor a 'U' but something in between. | |||
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| "Tracking the bottom of the 'v'" | by Mark Pender, Editor-in-Chief | 6/12/20 | |
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| How deep the bottom of the 'V' is, is anyone's guess. | |||
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| "Don't say U, say V!" | by Mark Pender, Editor-in-Chief | 6/5/20 | |
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| The virus has muddled everything, and now the May employment report as well. | |||
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| "Soundless depths, glimmers of light" | by Mark Pender, Editor-in-Chief | 5/29/20 | |
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| Definitive data on May are no worse than April. | |||
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| "A year of great calamity and now Hong Kong too" | by Mark Pender, Editor-in-Chief | 5/22/20 | |
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| Supply and demand are in balance, both hit by the same catastrophic stroke. | |||
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| "Labor market contraction unabated in US" | by Mark Pender, Editor-in-Chief | 5/15/20 | |
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| US jobless claims exceedingly high, 2.4 million expected in coming week. | |||
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| "Unemployed in April" | by Mark Pender, Editor-in-Chief | 5/8/20 | |
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| The bottom has fallen out of the US economy. | |||
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| "Watching infection rates and assessing the damage" | by Mark Pender, Editor-in-Chief | 5/1/20 | |
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| How deep is one question, how long another. | |||
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| "April's depths indicated, unemployment data still awaited" | by Mark Pender, Editor-in-Chief | 4/24/20 | |
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| More hope than certainty is this week's theme. | |||
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| "China hints at improvement; US in the worst of it" | by Mark Pender, Editor-in-Chief | 4/17/20 | |
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| Monthly patterns emerging from the crisis. | |||
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| "Virus hits jobs and inflation; pending China data key" | by Mark Pender, Editor-in-Chief | 4/10/20 | |
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| China data key to global expectations. | |||
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| "Virus hits US, European data; recovery prospects credible" | by Mark Pender, Editor-in-Chief | 4/3/20 | |
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| The worst is here. How long will it last? | |||
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| "Economic indications less than apocalyptic" | by Mark Pender, Editor-in-Chief | 3/27/20 | |
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| Recession yes, catastrophe maybe not. | |||
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| "Data to get worse; millions expected for US jobless claims" | by Mark Pender, Editor-in-Chief | 3/20/20 | |
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| Dramatic breaks lower for data expected. | |||
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| "Assessing the damage; policy response robust" | by Mark Pender, Editor-in-Chief | 3/13/20 | |
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| 2020 is already the year of the coronavirus. | |||
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| "Market collapse driving policy; central banks scrambling" | by Mark Pender, Editor-in-Chief | 3/6/20 | |
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| Markets point to financial instability. | |||
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| "Virus effect spreads; central banks to the rescue?" | by Mark Pender, Editor-in-Chief | 2/28/20 | |
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| Concerns over inflation won't be holding back emergency stimulus. | |||
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| "Virus hits PMIs; February looks weak" | by Mark Pender, Editor-in-Chief | 2/21/20 | |
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| Based on the coronavirus, additional policy stimulus shouldn't be a surprise | |||
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| "Havoc in 2020; special factors hitting early" | by Mark Pender, Editor-in-Chief | 2/14/20 | |
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| Economic data mostly softens going into virus effects. | |||
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| "US payrolls up but other data weak, especially Europe" | by Mark Pender, Editor-in-Chief | 2/7/20 | |
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| Monetary policy to remain stimulative | |||
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| "Inflation flat, sentiment up, policy sidelined" | by Mark Pender, Editor-in-Chief | 1/31/20 | |
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| Strength in January sentiment hints at strength for January's indicators. | |||
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| "UK data slam; BoE rate-alert special" | by Mark Pender, Editor-in-Chief | 1/24/20 | |
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| Firming global data point to less central bank easing | |||
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| "Data up and down, rate hopes swing" | by Mark Pender, Editor-in-Chief | 1/17/20 | |
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| Manufacturing soft but strength seen elsewhere. | |||
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| "Mixed week though US jobs and wages soften" | by Mark Pender, Editor-in-Chief | 1/10/20 | |
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| Momentum uneven going into 2020 | |||
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| "Rival indicators pointing in different directions" | by Mark Pender, Editor-in-Chief | 1/3/20 | |
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| Contrasting movements betray less-than-robust conditions. | |||
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| Archive 2019 >> | ||
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Weekly recap of U.S. market activity and events. This weekly article reviews the U.S. equity and bond markets, followed by a table displaying changing levels in key market indexes, and commentary on the economic indicators released during the week. Simply Economics includes a Bottom Line, a synopsis describing what the activity during the week may mean for the markets going forward.
Covers important events in the equity, bond, and currency markets by geographic area through the use of charts, tables and text. Investors are provided with a view of the changing levels of Global Stock Market Indexes from week to week and as a percentage change in the current year. An Economic Scoreboard surveys economic indicators released in regions around the globe. The Bottom Line provides investors with a synopsis describing what the activity during the week may mean for the markets in the future.
This article provides a short description of the equity and bond markets during the month and indicates what the major events (earnings announcements or economic indicators) caused bond and stock prices to fluctuate over the period.
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