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…
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…
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…
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…
How odd…I had thought that central banks would be off my list of topics for months as they’ve all promised not to raise rates for several…
It looks like former VP Biden will indeed win the election, but the “blue sweep” that he was expected to bring with him failed to materialize.…
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,…
Which song do you like better? I like Olivia Newton- John’s version from 1981. There’s also a different song out this year by Dua Lipa with…
