Rates as of 05:00 GMT Market Recap Better-than-expected US retail sales figures encouraged an optimistic view of the US economy, sending US stocks further into record…
Rates as of 05:00 GMT Market Recap It was a good day for USD and a bad day for EUR (or a good day I suppose,…
Rates as of 05:00 GMT Market Recap It’s said among us pundits that “he who lives by the crystal ball has to learn to eat glass.”…
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…
It looks pretty much like former VP Joe Biden has the election sewn up – not that anyone will be resting easy until 20 January 2021,…
We’re seeing much the same approach to monetary policy around the world. The Reserve Bank of New Zealand (RBNZ), which has been threatening to go “full…
Rates as of 04:00 GMT Market Recap GBP was the best-performing currency. EUR/GBP broke through 0.90 and both hedge funds and real-money investors were buying. Why?…
The week just ending has been dominated by two themes: the dollar going down and gold (and silver) going up. Many people say these two are…
Rates as of 04:00 GMT Market Recap Yesterday morning I suggested that the end of Q1 and the portfolio rebalancing flows would give us a clearer…
