Rates as of 05:00 GMT Market Recap Normally I start my day by looking at the stock markets to see whether we’re in a “risk-on” or…
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Rates as of 05:00 GMT Market Recap The bond market and interest rates continue to dominate the financial markets’ attention. Following Friday’s blowout nonfarm payrolls figure,…
There’s been a marked change in sentiment in financial markets recently. The change has emanated from the bond market, specifically the US Treasury market, where yields…
Rates as of 05:00 GMT Market Recap It wasn’t what Fed Chair Powell said, it was what he didn’t say that roiled the markets. He acknowledged…
Rates as of 05:00 GMT Market Recap The volatile Treasury market continues to set the pace for other markets. You can see just how volatile it…
Rates as of 05:00 GMT Market Recap US markets were down yesterday, but stocks are up pretty much across the board in Asia this morning. The…
Rates as of 05:00 GMT Market Recap The theme in the market nowadays has been the fight between the market and the central banks over the…
Rates as of 05:00 GMT Market Recap Boy what a day! I’ve rarely seen such huge moves in currency rates in a day recently. It’s hard…
Looking at the performance of currencies so far this year, it looks like a typical “risk-on” move: the commodity currencies have gained, and the safe-haven JPY…
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…