The Weekly Bottom Line: Goodbye “How High”, Hello “How Long”
U.S. Highlights U.S. bond yields retreated from highs reached last week, as heightened geopolitical risks […]
Weekly Focus – Geopolitics and Inflation Spark Volatility in the Markets
Risk sentiment remained shaky over the past week as markets digested a mix of renewed […]
Focus Turns to US CPI
Market movers today US CPI will be the main focus today. We forecast both headline […]
Weekly Focus – Rise in US Yields Not Going to Last
A massive sell-off in bond markets have over the past weeks pushed long US government […]
Saudi’s Commitment is Not Written into a Law
Markets are on an emotional rollercoaster ride this week. The slightest data is capable of […]
Bond Market Sell-Off Takes a Break
Market movers today A string of central bank speakers on today’s calendar. The interpretation of […]
EUR/USD: Dollar Follows Bond Market and Hits Ludicrous Speed
ADP report shows job weakness occurred in September ISM Services report shows largest part of […]
Weekly Economic & Financial Commentary: “Soft Landing” Narrative Challenged
Summary United States: “Soft Landing” Narrative Challenged Following last week’s FOMC meeting, where the emphasis […]
Crude Oil Jumps, Dollar Rallies, Bonds Fall
The selloff in bonds continues on US government drama. The sell-off in US 10-year papers […]
Mild Setback in US (Real) Yields Took Some Shine of Dollar
Markets In a session deprived of key eco data and with markets awaiting more concrete […]
Slow Start to a Busy Week
Market movers today We get some interesting US data today. The JOLTS data will provide […]