I’ve written about it several times in my weeklies recently but it’s my guess I’m going to write about it several more times too. Inflation is…
There’s a lot on the schedule next week: the Reserve Bank of Australia and the Bank of England meet, plus it’s a US nonfarm payroll week.…
The week ahead is filled with two major central bank meetings, a speech by President Biden, and a lot of important data. The result should be,…
The surprise of the week just ending was the dog that didn’t bark – the muted reaction (no reaction, in fact) to the higher-than-expected US consumer…
Inflation and inflation expectations are likely to be in the spotlight in the coming week. We saw a decline in US inflation expectations this week and…
With labor markets in focus all around the world, next week’s US nonfarm payrolls is going to be…well, as important as it always is. What’s the…
One of the highlights of the coming week will be a web-based conference held by the Bank for International Settlements (BIS): “Innovation Summit 2021: How can…
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…
