Mint Macro Roundup: Dissecting The Recent Jobs Data
November nonfarm payrolls beat expectations with 199k jobs added, pushing unemployment down to 3.7%. Wage growth strong at 4% YoY. Bonds and...
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Yen Soars past 200d DMA Clocking a Record Daily Move on BoJ Governor Remarks
Central Bank Governors are trained to speak sparsely. And there is a good reason for that. For when they speak, markets gyrate furiously. Short...
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EM by EM #33: Early Hikers = Early Steepeners?
Conclusions up front:– The early hikers club comprising e.g. Brazil and Mexico could be a decent steepener trade from here as long as FX vol...
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Will Euro Shrink to Parity to the Dollar on Diverging Macro Economic Conditions?
Euro is languishing near 3-week low. Single currency is down 1% this week and on course for the steepest weekly decline since May. Traders are...
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5 Things We Watch – Liquidity, Bond positioning, Oil, Consumer spending & Rates
We’ve spent the past 2 days in London, meeting clients and hedge funds, and there was a lot of support for the idea/notion that...
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