DXY Testing the 100.82 YtD Low
Markets Yesterday’s second tier US data (weekly jobless claims, PPI) undershot consensus again. It strengthened […]
Given the Uncertain Outlook, There’s a Need for “Flexibility and Optionality”.
Markets US CPI and the March Fed meeting minutes were the main events defining trading […]
Barring a Downside Surprise, Today’s CPI in Any Case Should Support Yields
Markets Several Fed and ECB speakers hit the wires yesterday and provided some distraction during […]
EUR/USD Should Soon Finds Its Way Back Above 1.09
Markets Europe was still enjoying a four-day Easter weekend yesterday. The US had less time […]
Solid US Jobs Growth Supports May Hike from Fed
Market movers today Today we zoom in on Nordic inflation with March CPI figures out […]
Can a Sidelined Bank of Canada Prove Positive for the Loonie?
In March, the Bank of Canada became the first major central bank to stop raising […]
Markets Aren’t Too Worried About Future Inflation Risks
Markets Three in a row. Yesterday’s scenario on core bond markets was another repeat from […]
Treasuries Up, Stocks Down on Mounting Recession Odds
Yesterday was a typical risk-off day in the financial markets. The US treasuries rallied, the […]
Markets Shown Asymmetric Reaction Function Since SVB Collapse
Markets It was groundhog day on financial markets yesterday. Core bond yields – as on […]
Surprise 50bp Hike from RBNZ Pours Cold Water on Doves
US yields tanked and the US dollar slipped yesterday, after the US JOLTS data showed […]
Equity Markets Turn Negative
Market movers today Today we get the final PMIs from Europe and the US. In […]
US Treasuries Rallied With Front End Outperforming
Markets The unexpected OPEC+ production cut pushed Brent crude prices from $80/b to $85/b, but […]