bearish•USD•28 Feb 2024 11:23•Podcast
US Rates: Slowly but Surely, Pushing Back the QT Taper Timeline
Overall, the Federal Reserve did not make any changes to Quantitative Tightening in March, with forecasts suggesting that RRP and reserves will...
•23 Feb 2024 00:00•Podcast
Global FX: Give me a (range) break
The dollar is trading sideways amid tariff concerns and matured Fed easing expectations, while markets are primed for the RBNZ meeting next week,...
•12 Feb 2024 10:47•Podcast
Global FX: Tariff Risks and US Exceptionalism Support the Dollar
US exceptionalism is evident in strong services ISM and relative equity performance, which is leading to the dollar's dominance in capital flows.
•28 Jan 2024 08:39•Podcast
US Rates: The Calm Before The (Policy) Storm
The US rates market has experienced a slowdown in coupon auction increases and ruled out the possibility of further rate hikes, while the Federal...
•24 Jan 2024 10:17•Podcast