US Treasuries Rallied With Front End Outperforming
Markets The unexpected OPEC+ production cut pushed Brent crude prices from $80/b to $85/b, but […]
ECB and Fed Speakers Maintained ‘Higher for Longer Mantra’
Markets On Friday, US and European yields envisaged an end of week countermove. The correction […]
Actual Attention Goes to European Inflation Number
Markets German inflation joined the French and Spanish example by surprising to the upside. It […]
Fed Would Much Rather Implement a Rate Hike Too Much
Markets Minutes of the early February FOMC meeting didn’t reveal much new yesterday following last […]
Financial Conditions Tighten Again
Market movers today It will be a quiet day on the data front but we […]
Goldilocks Scenario Might Sustain ST Resilience of Equities, Soft Yields and Weaker Dollar
Markets Eco data were few yesterday and the outcome only gave limited directional guidance for […]
Earnings to Spoil the Party?
It’s been another lively week in financial markets and one in which investors have become […]
We’d Be Cautious to Bet on a Dollar Reversal Now
Markets US December CPI was bang in line, coming in at 6.5% y/y (-0.1% m/m) […]
A “Dovish” Boost
Equity markets are making steady gains in Europe and Asia on Thursday, while Wall Street […]
Fed Minutes Quantified Probability of Recession, Giving Almost 50-50 Chance
Markets Core bonds rallied yesterday. US Treasuries vastly outperformed Bunds, catching a bid from economic […]