Note: The table above is updated before publication with the latest consensus forecasts. However, the text & charts are prepared ahead of time. Therefore there can…
Note: The table above is updated before publication with the latest consensus forecasts. However, the text & charts are prepared ahead of time. Therefore there can…
Commitments of Traders (CoT) report Speculators had no overarching theme last week, as far as I could tell, just trimming USD short positions somewhat. The biggest…
The title of this week’s comment could certainly refer to the US political situation, but I’m not talking about that. I’m talking about the outlook for…
Note: The table above is updated before publication with the latest consensus forecasts. However, the text & charts are prepared ahead of time. Therefore there can…
Note: The table above is updated before publication with the latest consensus forecasts. However, the text & charts are prepared ahead of time. Therefore there can…
As for today’s Bank of Canada (BoC) meeting, you only have to see one graph to be able to figure out what they’re likely to do:…
I had hoped that this week I’d be able to discuss the new Brexit agreement. Alas, the deadline once again got put off, this time till…
Note: The table above is updated before publication with the latest consensus forecasts. However, the text & charts are prepared ahead of time. Therefore there can…
As the S&P 500 and NASDAQ indices both moved further into record-high territory this week… …this other graph grabbed a lot of media attention. The end-month…
