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…
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Last week’s Weekly Outlook was “The Reflation Trade is On.” It seems that this week, the implications of that trade started to dawn on investors. If…
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…
The week gone by was a wait of time, so to speak. The market was waiting to hear what Fed Chair Powell would say about the…
Rates as of 04:00 GMT Market Recap Is it possible? Did we actually have a normal, fundamental-driven market on Friday? It looks that way but you…
Market Recap The dollar, as measured by the DXY index, fell to its lowest level since May 2018 on a slew of bad US news. Some…
Rates as of 04:00 GMT Market Recap Yesterday was a big “risk-off” day during the European trading day, but by the time New York closed, sentiment…
Rates as of 04:00 GMT Market Recap On Monday the world was great. Apparently on Tuesday it wasn’t so great. Investors got nervous ahead of today’s…
First off, let me say that I tend to be a worried person. I wake up in the morning worried I won’t be able to get…