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…
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…
Commitments of Traders (CoT) report Speculators got caught out by the dollar’s recovery last week and cut their short USD positions. The biggest move, as usual,…
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…
