The seemingly inexorable decline in global bond yields continued over the last week. US yields are retesting the recent lows set back in July. In Germany,…
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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…
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…
We’re seeing much the same approach to monetary policy around the world. The Reserve Bank of New Zealand (RBNZ), which has been threatening to go “full…
Rates as of 04:00 GMT Market Recap It’s hard to say whether there was a “risk-on” or “risk-off” market Friday. Rising US-China tension as Trump ordered…
Rates as of 04:00 GMT Market Recap GBP was the star yesterday ahead of UK Chancellor of the Exchequer Rishi Sunak’s Summer Fiscal Statement, or whatever…
Rates as of 04:00 GMT Market Recap Very much a “risk-on” day today, with almost all stock markets in Asia trading higher at the time of…
Rates as of 04:00 GMT Market Recap I wonder what the P&L would be if you just operated by a simple rule: if AUD/JPY is higher…
Rates as of 04:00 GMT Market Recap I’ve rarely seen such an astonishing turnaround in market sentiment – from “buy anything” to “sell everything” in just…