Can Rate Cuts and Geopolitics Propel Gold to Fresh Record Highs?
Gold’s uptrend hits a snag; 2024 characterized by consolidation phase But ingredients for a rally […]
Our Bias Remains for a stronger USD
Markets Core bonds drifted south yesterday in the run-up to this week’s big events, starting […]
Trump Wins New Hampshire
In focus today Today, we will get January PMIs for both the euro area and […]
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 […]