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…
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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…
Rates as of 05:00 GMT Market Recap How things change! Yesterday the screen was all green when I woke up and I was asking for songs…
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…