I was trying to think of something that would connect Portugal with Japan this week. The only thing I could think of is tempura, a dish…
Rates as of 05:00 GMT Market Recap Not what I would’ve expected! Yesterday’s preliminary purchasing managers’ indices (PMIs) for the major industrial countries were disappointing across…
Rates as of 05:00 GMT Market Recap The second graph above tells the story nicely: by and large it was a reversal day in the FX…
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…
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…
The title of this week’s comment could certainly refer to the US political situation, but I’m not talking about that. I’m talking about the outlook for…
One of the notable things about the market nowadays is that inflation expectations have been rising around the world. We can see that by looking at…
Now that Trump is on his way out and a vaccine is on its way in, the stock market has taken off once again. Today I’d…
