US Treasuries & Post NFP Thoughts
The fall in the Oil price is arguably more important than the NFP numbers. Should it continue, a move down on US 10 year yields would not be...
410 Views
"V" For ? Thoughts on Central Banks
Market reactions to the ECB are clear, they are going the opposite way of what policy makers intended. As we prepare for the Fed, some medium term...
408 Views
A Crude Development
The rise in Oil is a development that cannot be ignored. A rally through $124 on Brent would open the way for not only $139 but possibly $150 -...
622 Views
The Bears are Knocking at The Door
We are at important global macro crossroads: Central Banks are trying to remove accommodation from markets to tame inflationary pressures right at...
485 Views
USDJPY at Risk
The latest developments in US fixed income markets are also pointing to a lower USDJPY which has failed twice already at 116.35. Lower levels in...
475 Views