The Weekly Bottom Line: Goodbye “How High”, Hello “How Long”
U.S. Highlights U.S. bond yields retreated from highs reached last week, as heightened geopolitical risks […]
Weekly Focus – Geopolitics and Inflation Spark Volatility in the Markets
Risk sentiment remained shaky over the past week as markets digested a mix of renewed […]
Dollar Again in Pole Position
Markets Yesterday, the focus was on the US CPI. After recent repositioning, the market reaction […]
US Inflation Data Brings Back Speculation of More Fed Rate Hikes
Market movers today The main release on the global radar today is US consumer confidence […]
US Yields and Dollar Jump on Hotter-than-Expected CPI
US inflation data wasn’t very soothing for investors at yesterday’s release. The headline inflation remained […]
USD/JPY: Surging Treasury Yields Bring Back Pressure onto Japanese Officials
Dollar holds onto gains as projected rate hike bets hold firm Treasury 30-year auction sees […]
Focus Turns to US September CPI
Markets With only second tier data/news, there was no reason for markets to change course […]
US Inflation Data Could Disrupt Dovish Fed Trades
Flight to safety continued on Wednesday, as Middle East tensions rose by another notch after […]
Focus Turns to US CPI
Market movers today US CPI will be the main focus today. We forecast both headline […]
Fed Minutes Probably Sound More Hawkish Compared to Debate on Yields
Markets Global markets yesterday succeeded a surprising ‘all‐asset rebound’ with both bonds and equities gaining […]
We Don’t See a Strong Case for Sustained USD Setback
Markets Markets started the week with a guarded risk‐off bias as investors tried to assess […]
Mighty Dollar Turns to US Inflation Data and Fed Minutes
Dollar stabilizes ahead of FOMC minutes and US inflation report Inflation expected to cool further […]