Focus Shifts to First Major Central Bank Gatherings of the Year
Markets The goldilocks outcome of January University on Michigan consumer confidence ended a week of […]
BoJ Poised to Offer Guidance on the Removal of Short-Term Negative Rates May Spark JPY Strength
10-year JGB implied volatility has tapered downwards since the implementation of flexible YCC in October […]
Weekly Focus – Managing Expectations
While the past week has been a quiet one on the macro data front, central […]
Fin Min Suzuki Restarted Verbal Intervention
Markets US and European yields yesterday maintained Wednesday’s gains. Data were mostly ‘second tier’ but […]
Why Sell Technology Stocks When You Can Buy Them?
Forget about the Federal Reserve (Fed) dovish expectations that should be dialed back because the […]
US SPX 500: Bulls Getting Lethargic, and At Risk of a Minor Corrective Decline
The US 10-year Treasury yield has pierced above 4.06% & its 200-day moving average; a […]
Markets Scaled Back Expectations for March Fed Rate Cut to About 50%
Markets Yesterday’s, the news flow unidirectionally supported recent central bankers’ mantra that there is no […]
Any Speculation on Time of BoE Rate Cuts Very Premature
Markets US yields yesterday started a catching up move after the rise in Germany on […]
UK Inflation Unexpectedly Rebounds
Yesterday was just another day where another policymaker pushed back on the exaggerated rate cut […]
Dollar Shows Broad Gains
Markets With US markets closed for Martin Luther King Day, Europe was obliged to find […]