The Market Sentimentalist: Political And Emotional Discord
SummaryWe review the UK political landscape following the dramatic shifts observed in UK crowd sentiment data following the recent general election...
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US: Bond Market Conundrum 2.0
The time-varying term premium embedded in bond yields ensures that the Fed's ability to affect longer-term yields and, hence, overall financial...
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Dollar Saved by the Fed
The USD was in crucial danger of being slammed last week after weak CPI inflation data, but has been saved by the Fed sticking to its guns. The...
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Comey Lets Loose, Draghi Hangs Loose
Comey characterized Trump as untrustworthy, manipulative and liberal with the truth. But that is who a minority of Americans voted in as...
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US Bond Yields and the USD at Key Juncture
The fall in US yields continues to be a surprising development in global markets, coinciding with a weaker USD. There are a number of factors that...
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