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 Trump update Speaker of the House Nancy Pelosi has had enough. After Trump’s recent unhinged performances – including 40 tweets in…
We’ve had a dramatic week with lots of volatility. That’s one aspect of the summer doldrums: the absence of participants can either lead to a dull…
Rates as of 04:00 GMT Market Recap A wild day! The main feature was a rise in US Treasury yields, both nominal and real, that knocked…
The equities market shows another round of exhaustion as prices seem unable to appreciate any further. Over the recent days, positive Earnings data had been presented,…
Rates as of 04:00 GMT Market Recap A mixed day for risk in the stock markets, with the S&P 500 up but NASDAQ down and stocks…
Rates as of 04:00 GMT Market Recap As Yogi Bera said, “it’s tough to make predictions, especially about the future.” I was convinced that with the momentum…
Rates as of 04:00 GMT Market Recap FX markets were largely driven by dollar weakness as yesterday’s flash purchasing managers’ indices (PMIs) showed that the pace…
Rates as of 04:00 GMT Market Recap A fairly clear “risk-off” day in the FX market: JPY and CHF the #1 and #2, CAD, AUD and…
Rates as of 04:00 GMT Market Recap Many people have wondered recently something along the lines of “how can the stock market be rallying while 30mn…
