The argument over trade is one that has been foisted back onto America by the likes of Bernie Sanders and Donald Trump. While most hold to...
A perfect storm may be brewing for the bond market as a combination of factors drive yields higher. Exhibit A is the benchmark 10-year Treasury yield,...
Tokyo Core CPI expected to drop from 2.8% to 2.6% Japanese yen steadies after slide The Japanese yen has stemmed a 3-day slide, in which it...
Overview: The increasingly likely partial US federal government shutdown has spurred a bout of liquidation of long dollar positions. The psychologically...
New Zealand Business Confidence expected to rebound The New Zealand dollar is slightly lower on Wednesday. NZD/USD is trading at 0.5937 in the North American...
Overview: The S&P 500 hit three-month lows yesterday, while the Conference Board's measure of consumer confidence fell to a four-month low. New home...
Overview: The US dollar is stabilizing a bit but only after extending its gains initially It reached almost JPY149.20, while the euro slipped to $1.0570...
BoJ Ueda says 2% inflation target not yet achieved USD/JPY pushes above 149 The Japanese yen is unchanged on Tuesday, trading at 148.85. BOJ’s Ueda says...
Gaetz Says 'Few Days' Of Government Shutdown Worth Staving Off 'America's Financial Ruin' Barring some sort of miracle from Congress, the...
The stock market suddenly has the look of a wounded prize fighter. And the bond market is bordering on being dysfunctional. In a word, the market...
Has The Fed F**ked Up? By Russell Clark of the Capital Flows and Asset Markets substack Has the Federal Reserve fucked up? Markets were...
Bank of Japan maintains policy settings Japan’s core inflation unchanged at 3.1% The Japanese yen is lower on Friday, erasing all of the gains seen a...
BoJ Governor Ueda’s press conference is likely to be a pivotal moment in guiding market participants’ expectations toward monetary policy normalization...
Canada retail sales expected to rise BoC releases summary of deliberations The Canadian dollar is showing limited movement on Thursday. In the North American...
Bank of England maintains interest rates Federal Reserve sends ‘higher for longer’ message The British pound has posted losses on Thursday. In the...
Fixed-income investors looking for interest-rate cuts from the Federal Reserve are still waiting, but that hasn’t stopped low-rated bonds from posting...
Overview: The Federal Reserve's hawkish hold, which included 50 bp less of cuts next year than it had signaled in June, has lifted the dollar against...
Overview: Softer than expected UK CPI has drawn attention ahead of the key event of the day, the FOMC meeting. The UK's CPI has spurred a dramatic...
Reeling Europe Crushed By Merkel's Catastrophic Legacy By Bas van Geffen and Elwin de Groot, strategists at Rabobank Sometimes, art is more...
Overview: Ahead of the flurry of central bank meetings, starting with the Federal Reserve and Brazil tomorrow, the dollar is largely consolidating in...
US Debt Rises Above $33 Trillion For The First Time, Soars By $1 Trillion In 3 Months On Sept 6, when looking at the latest daily...
Here's How The Market Will React To Next Week's Government Shutdown: Lessons From The Past As we noted earlier Monday, House Speaker Kevin...
The US 10-year Treasury yield continued to trend higher in August, rising further above CapitalSpectator.com’s “fair-value” estimate, which is based...
Wagner Sustains Significant Losses, Waning Support From Russia, In Central Africa Clashes Via Middle East Eye The Wagner Group has sustained...
US consumer inflation rose more than expected in August, but the surprise jump hasn’t persuaded markets to abandon expectations that the Federal Reserve...
The Fed Is Losing Money And You're Going To Foot The Bill Authored by Michael Maharrey via SchiffGold.com, The Federal Reserve is losing...
https://bondvigilantes.com/wp-content/uploads/2023/09/1-summers-over-is-the-dollar-1024x576.pngThe kids may be back to school, but the summer weather seems...
Some analysts who favor one or two indicators to forecast US recessions have had a rough year. The reliance on a generally robust predictor may yet...
Overview: The US dollar is trading with a firmer bias against all the G10 currencies ahead today's August US CPI report. Even increased speculation that...
10Y Treasury Auction Prices On The Screws At Highest Yield Since Nov 2007 Following yesterday's subpar 3Y auction, moments ago the US Treasury...