Nothing Else (Except Macro) Matters
While mainstream headlines would focus on the 9.1% YoY print, I’d like to highlight two more relevant statistics that would worry the Fed further...
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Asian FX Action Levels
USD pullback in Asia is expected to be limited but does show near term risk of a shakeout of crowded positioning (JPY and SGD bets). CAD is a...
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Market Snapshot, Theatre of War
Amidst carnage in financial markets, some assets - inc US Treasury yields, some Asian and high-yielding EM currencies, AUD & NZD and even S&P 500 -...
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Buy at the Sound of Cannons
The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
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Comment on Exchange Rate AUD/USD
Graph Analysis According to Graph 1, the AUD/USD exchange rate traded along the channel 0.71-0.80 with notable price fluctuations during the last...
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