US CPI on Thursday Marks This Week’s Apex
Markets Friday’s payrolls were better than expected on face value. It caused yields to temporarily […]
Reconsidering the Dovish Fed Expectations
The New Year unsurprisingly kicked off with a hangover for both stock and bond markets, […]
Year’s Start Sees Shift in Risk Sentiment, Dollar Ended Higher Despite Jitters
The onset of 2024 marked a notable shift in global market sentiment. Major U.S. stock […]
Weekly Focus – Rates Will Be Cut – But How Much and How Soon?
The strong decline in US and European bond yields continued in the second half of […]
Main Dish Will Be December Payrolls and Services ISM
Markets Yesterday’s market reaction to EMU and US eco data suggests that the bottom below […]
New Vigor on Bond Market Curtailed Dollar’s Momentum
Markets The US eco calendar provided first meaningful input for 2024 trading yesterday. Data strengthened […]
Will European Inflation Prints Support Rate Cut Narrative?
In focus today Today, focus will be on inflation data coming out of Germany and […]
Dollar Loved the Combination of Higher Yields and Some Risk Aversion
Markets Core bonds started the year on the backfoot, extending the U-turn which started in […]
Goodbye 2023 and Hello to a Potentially Volatile 2024
Auld Lang Syne to 2023 and welcome 2024! Here is a recap of the key […]
Markets are Back From Holiday
In focus today We wish our readers a Happy New Year on this first trading […]
10-year yield could break above 4% on strong NFP
As financial markets await December US non-farm payroll data, remains the strongest major currency for […]