Rates as of 05:00 GMT Market Recap I learned in high school geometry class that you need two points to draw a line. Markets often try…
Rates as of 05:00 GMT Market Recap Tuesday’s market action was in part just a reversal of Monday’s. The safe-haven currencies that gained on Monday (USD,…
Rates as of 05:00 GMT Market Recap I’ve been pretty optimistic about the “soft landing” hypothesis, thanks to the many signs of strength in the US…
OK boys and girls, the game is over. Let’s see who won and who lost! And what we can learn from this round of the never-ending…
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 virus count falls in major countries and the vaccine roll-out proceeds with fits and starts, the mood in markets is improving. It helps too…
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 After a slow start to the year, speculators turned aggressively bearish USD and aggressively sold into the USD strength, increasing their…
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…
Rates as of 04:00 GMT Market Recap The FX market isn’t giving a clear “risk-on” or “risk-off” signal this morning, probably because the stock markets aren’t,…
