USD/JPY Pierces Through 150-level
Markets US Treasuries went into full sell-off mode again, especially during yesterday’s US session. In […]
Will US GDP Stats Exceed Forecasts?
Dollar takes a step back ahead of quarterly US GDP data Risks seem tilted towards […]
USD/JPY Bullish Momentum Seems to be Fading
USD/JPY’s current year-to-date outperformance has started to dissipate based on a shorter-term one-month rolling basis. […]
Short Term Consolidation Might be in the Cards
Markets “We covered our bond short”. A tweet by the founder of Pershing Square Capital […]
US Treasuries Rebound and Oil Retreats, But Underlying Risks Remain the Same
We continue to see high volatility in the US sovereign papers near important psychological levels […]
Focus on PMI Data Today
Market movers today We will get October flash PMIs from euro area, UK and the […]
November Flashlight for the FOMC Blackout Period
Summary We expect that the Federal Open Market Committee (FOMC) will leave the target range […]
Bank of Japan Officials Considering New Changes to Yield Curve Control
Markets Risk aversion was name of the game last Friday as weekend uncertainty loomed over […]
Geopolitics in the Driver’s Seat ahead of PMIs and ECB
Market movers today The week kicks off in a quiet fashion in terms of data, […]
Geopolitical Conflicts Unravel A Week of Turmoil and its Domino Repercussions
As geopolitical tensions rise, the financial markets are inundated with heightened volatility and uncertainty. The […]
Israel-Gaza Conflict Scenario Analysis
Summary Last week, we published our views on the medium-to-longer term implications of the Israel-Gaza […]
Weekly Economic & Financial Commentary: Impact of Middle East Developments on Rates and Inflation
Summary United States: Higher Mortgage Rates Burn the Housing Market The recent run-up in mortgage […]