Watch Out for Dovish Noises from the Fed and RBA
We see scope for dovish noises from the FOMC minutes and Fed speakers. The Fed appears to be in the process of shifting towards adopting an...
561 Views
Yield Grab Supports the USD, Japanification Fear Weakens EUR
FX markets are meandering with no clear trends, and it seems investors have little market conviction. This appears to be resulting in choppy price...
567 Views
Gold May Rise on Lower Real Ylds; Canada Leads Fall in Real Ylds; Aust Inflation Expectations Slump
The broad decline in global bond yields and curve flattening suggest that the market has become more concerned about weak global economic...
637 Views
US Economic Deterioration a Risk for the Dollar
The strength in the USD in recent weeks belies what appears to be a run of poor economic reports pointing to a significant slowdown in Q1,...
175 Views
’Fake News’ Threatens China’s Rally
Widely held view that Chinese eased ‘massively’ in January 2019 – it did NOT According to latest daily Open Market Operations little change...
329 Views