We had the Bank of Canada and the European Central Bank this week. Next week, we get three more major central banks: the Fed (Wednesday), the…
Rates as of 05:00 GMT Market Recap On Tuesday I said that the stock market was no longer signalling “risk-on” or “risk-off,” but rather “rotation.” Yesterday…
Rates as of 05:00 GMT Market Recap Hah! All the graphs I showed yesterday morning about the stock market went in the opposite direction Tuesday as…
Rates as of 05:00 GMT Market Recap Normally I start my day by looking at the stock markets to see whether we’re in a “risk-on” or…
There’s been a marked change in sentiment in financial markets recently. The change has emanated from the bond market, specifically the US Treasury market, where yields…
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 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…
