A Mistaken Attempt at Sounding Dovish
How do you assess whether the outcome of a Central Bank meeting was hawkish or dovish? Simple: you look at the delivered outcome against the...
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A powder keg
While much focus has been on EURO/USD cross, Asian currencies haven’t seen that much focus due to range-bound markets. That is until two weeks ago...
520 Views
War + inflation can lead to stagflation
Hello guys, I am very grateful to all of you and I hope you are all fine. If you haven’t subscribed yet, do it now! Use the button...
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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
401 Views
Vikings At The Gate
The power of the rate of change of things is very important here. Look at money creation for example. The extreme volatility in credit creation is...
463 Views