Rates as of 05:00 GMT Market Recap Yesterday I included a graph of the Citi inflation surprise indices and pointed out that inflation had surprised on…
Rates as of 05:00 GMT Market Recap Rarely have I seen a day when two currencies stood out like this. Looking at the timing of the…
Rates as of 05:00 GMT Market Recap I have to say I’m astonished at today’s outperformance of GBP. I can only assume it’s simply some profit-taking…
So… the Fed finally tapered! OK, now what do we talk about? Now we start speculating about “lift-off” – the time when they start raising interest…
Rates as of 05:00 GMT Market Recap Well we now know what the theme song of the Bank of England is! (You’ll have to click the…
Rates as of 05:00 GMT Market Recap Fed decision: The Fed yesterday announced that it would taper down its monthly bond purchases, to no one’s surprise.…
Rates as of 05:00 GMT Market Recap The market giveth, the market taketh away. Yesterday CHF was the #1 performer, today it’s at the bottom of…
Rates as of 05:00 GMT Market Recap The two longest fences in the world are both in Australia: ● The Dingo Fence of south-east Australia, 5,614…
Rates as of 05:00 GMT Market Recap The first day of November…last January I posted my “New Year’s Resolutions” on my wall facing my desk to…
I debated whether the title of this week’s piece should be “from ‘transitory’ to ‘persistent’” but decided to go with the above. In any case, the…
