Core Inflation Over Time Will Justify Higher for Longer Paradigm
Markets The up-move in US yields took a breather this week. Friday’s slightly softer than […]
Weekly Economic & Financial Commentary: Light Still Green for the Fed to Hike Despite Soft Jobs Report
Summary United States: Light Still Green for the Fed to Hike Despite Soft Jobs Report […]
Focus Evidently Turns to US Payrolls
Markets Most major central banks recently said that they moved to ‘data dependent modus’. For […]
A Slew of Labour Market Data Comes ahead of Official June Payrolls Report Tomorrow
Markets Core bonds fell yesterday. Underperformance of US Treasuries vs Bunds triggered a technical break […]
Fed Minutes Send Bond Yields Higher
The Fed minutes showed that policymakers were divided and that the hawks will still want […]
US National Holiday Kept Volumes Low
Markets UK gilts sold off yesterday and dragged its core peers along. A YouGov and […]
The Great Divergence Between the Real Economy and Global Equities
Global manufacturing hubs; South Korea, Singapore & China continued to indicate a weaker external demand […]
Markets Resist Fed’s Outlook of Multiple Hikes: Bonds and Stocks Disagree, Dollar Rally Halted
Dollar bulls experienced a somewhat disheartening week, as the initial rally supported by hawkish remarks […]
Weekly Economic & Financial Commentary: Higher for Longer
Summary United States: Hot Economic Data Accompanies the Heart of Summer The U.S. economic data […]
Bullish US Stocks and Bearish JPY at Risk of Pain Trade in H2
Significant up move in G-20 2-year sovereign bond yields except for Japan & China. US […]
Focus on Flash HICP
Market movers today Today, markets will look closely at flash euro area HICP figures. The […]