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…
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…
Rates as of 04:00 GMT Market Recap Japan was on holiday overnight for “Respect for the Aged Day”– and no, I didn’t get a call from…
Rates as of 04:00 GMT Market Recap Right for the wrong reason: I thought the Fed’s decision was dovish – it effectively implied that rates…
Rates as of 04:00 GMT Market Recap I have to admit, I’m confused by the market’s response to the Fed statement. On the one hand, it…
Rates as of 04:00 GMT Market Recap It’s all good! Good news on the global economy followed the sun around the world yesterday as one economic…
Rates as of 04:00 GMT Market Recap It’s quite unusual nowadays to run my spreadsheet with the rates on it in the morning and find USD…
Rates as of 04:00 GMT Market Recap The last day of the month was dominated by…month-end flows, naturally. This happens regularly as clockwork, and nearly as…
