Weekly Focus – Slowing Down
Financial stress in China and weak US and euro PMIs set the scene for global […]
Weekly Economic & Financial Commentary: Economic Activity Continues to Fly High
Summary United States: Economic Activity Continues to Fly High Data on the retail and manufacturing […]
The Weekly Bottom Line: Yields Drift Higher, As Macro Narrative Shifts
U.S. Highlights The big news this week was U.S. Treasury yields reaching the highest point […]
Performance of Key Market Instruments When 10-year US Yield Rises Above 4%
August is traditionally seen as a quiet month, but once again significant developments are taking […]
The Everything Selloff
The global selloff intensified yesterday, after the FOMC minutes released Wednesday highlighted that the Federal […]
Hawkish Fed Speak Boosts Dollar Across All the Board
Fed’s Bowman reiterates that more hikes might be need to bring down inflation German Industrial […]
Global Bond Market Selloff Extends after BOE signals more tightening ahead
BOE rate hike odds for the September 21st meeting stand at 87.3% The VIX index […]
Weak Chinese Trade Data Add to Growth Worries
Markets German Bunds outperformed US Treasuries during European trading hours following an unexpectedly strong decrease […]
Will a Slowdown in UK Inflation Change the BoE’s Plans?
With the BoE leaving the door open to more rate hikes at its latest gathering, […]
US Debt Ceiling Stalemate Remains Firmly in Place
Markets US treasuries extended their underperformance against German Bunds yesterday as some data beats strengthen […]