FX Daily - USD Consolidates Gains
Stocks are mixed to a little firmer on the session while bond yields have edged fractionally higher (European debt is underperforming marginally).
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Macro Regime Indicator: Time to Embrace a New Economic Dawn?
The recent performance of the US economy prompts a reassessment of long-held market sentiments. As we witness an intersection of sturdy growth,...
343 Views
FX Daily - USD Recovery Extends on Higher US Yields
Powell said the “danger of moving too soon is that the job is not done” and reiterated that policymakers may not have enough confidence that...
261 Views
Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
330 Views
G3 Watch: Timing the first rate cut
Receiving very front-end rates is starting to look attractive across all G3 countries again. The ECB is likely to cut in March as they will have...
477 Views