There’s a discrepancy like I’ve never seen before in the markets nowadays. On the one hand, this is clearly the worst downturn in the economy most…
It’s hard to be a fundamental analyst of FX markets nowadays. That’s because the fundamentals are all a) pretty much the same for all the currencies…
Looking at the economic indicators nowadays is like watching a horror movie: As the heroine goes into the house where the killer is waiting, she’s smiling,…
We’ve seen an unprecedented flurry of activity by central banks and governments around the world, too numerous to catalog. The best summary I’ve seen of measures…
Usually in this weekly comment I start by discussing the factors that have been moving the market recently and how I think they are likely to…
The week started with great promise: a G7 Finance Ministers and central bank governors conference call to deal with the coronavirus menace. But what came out…
After a relatively empty schedule last week, there’s a lot more going on this coming week. I fear though that it’s likely to be drowned out…
Rates as of 05:00 GMT Market Recap Fascinating market move today: JPY and AUD trade-weighted indices are down by the same percentage. It isn’t so rare…
This week there’s a lot to talk about: a (not particularly eventful) FOMC meeting, a surprising dovish/hawkish Bank of England meeting, and the worsening coronavirus crisis,…
The week just ending saw three central bank meetings: the Bank of Japan, the Bank of Canada and the European Central Bank. What was noticeable about…
