Currency markets becalmed ahead of the FOMC Currency markets saw some volatility intra-day over the US data overnight, with decent ranges seen on the dollar index...
I told you last week that there were strange things going on in the labor market but I had no idea how much of an understatement...
Bond Yields Plunge Most In A Year, Dollar Spikes As Inflation Soars On the week, the major stock indices were mixed with The Dow lower, S&P...
On the surface, conditions in the US look pretty fantastic these days. Prices for lots of goods and services are soaring. Job openings are at record...
It wasn’t all that long ago when the media began to fill itself up with one story after another about how huge looming inflationary pressures were...
The Currency Story Has Undergone A Silent, Subtle Curve Shift By Ven Ram, Bloomberg reporter and macro commentator Front-end yields held hostage by central banks around...
With the use of the remaining 2020 carry-over leave week off complete, it appears that in my absence, the more things change, the more they stay...
May Payrolls Preview: A 1 Million "Whisper" Up until this morning, the big risk heading into tomorrow's payrolls report was for yet another subpar print (as...
The US dollar, which confounded most observers by appreciating in the first quarter, has fallen broadly in April and May. The drivers, ironically, are the same: ...
Morgan Stanley Asks What To Do When Everything Is Expensive By Vishwanath Tirupattur, global head of Quantitative Research at Morgan Stanley The title of our recently...
Biden to present budget proposal President Biden’s Preliminary Budget is envisaging a USD1.8 trillion deficit next year, after tax rises. Of course, what the President would...
Taper Is Coming: Got Bonds? Authored by Michael Lebowtiz via RealInvestmentAdvice.com, The solid economic recovery and easing of COVID restrictions lead us to believe a tapering...
The prospect of tighter monetary policy knocked shares down and the stock market extended… The post US stocks suffer biggest slump in at least 11 weeks...
Japan’s Nikkei dropped 2.0%, while Chinese blue chips shed 0.9% Asian shares slipped to… The post Asia shares hit seven-week lows on U.S. inflation figures first...
Inflation fears persist The noise level has risen to eardrum-bursting levels across the financial market space, with currencies, energy and precious metals having volatile intra-day sessions,...
Global equities gained 4.2% in April (MSCI AC World index in US dollar terms), with a variety of factors underpinning the rise: accelerating COVID-19 vaccination rollouts;...
There’s no shortage of indicators to monitor for deciding if the expected runup in inflation is a temporary affair or regime shift that signals a longer-term...
After generally trending higher in the first quarter, the dollar slumped in April. An important leg of support was cut, as interest rates fell. The 10-year...
The first trading day of the new month has seen the release of pan-Asia Pacific Manufacturing PMI’s. The results have been positive and should go some...
- by New Deal democratMarch personal income and spending were both reported this morning, completing the set of coincident indicators for the month - and both...
Technology earnings send Nasdaq to record high The buy everything gnomes were out in force overnight, with US stocks markets closing at or near record highs...
The slow, but steady increase in Covid-19 cases across Asia, ex-India, is weighing on sentiment in early Asian trading. India’s situation dominated the weekend press, but...
The week ahead is important from a macro perspective. The Bank of Japan and the Federal Reserve meet. The US and the eurozone provide the first...
"The Stock Market Has Gone Crazy And Will Likely Go Even Crazier" Authored by Mark Dittli via TheMarket.ch, Chen Zhao, Founding Partner and Chief Strategist of...
Macro update Financial markets roared back to life over December, boosted by news of potential breakthroughs on multiple COVID-19 vaccine trials. The confluence of Pfizer, Moderna,...
The Odd Couple: US Treasuries And Gold, Good Time To Buy Both? Authored by Mike Shedlock via MishTalk.com, A US treasury yield curve trend change appears...
By Tobias Adrian, Rohit Goel, Sheheryar Malik, Fabio Natalucci عربي, Español, Français, Português, Русский The rise in long-term US interest rates has become a focus of...
What happened to gold in Q1 2021? Our gold price update outlines key market developments and explores what could happen moving forward. The post Gold Price...
Markets have been busy in my short absence, with recovery optimism and bullish speculative momentum making recent days look like a rerun of the 2020 buy-everything...
Futures Slide For Second Day Amid Renewed Virus Worries S&P 500 and Nasdaq 100 stock futures extend declines for a second day, with both down about...