US Treasuries & Post NFP Thoughts
The fall in the Oil price is arguably more important than the NFP numbers. Should it continue, a move down on US 10 year yields would not be...
189 Views
"V" For ? Thoughts on Central Banks
Market reactions to the ECB are clear, they are going the opposite way of what policy makers intended. As we prepare for the Fed, some medium term...
240 Views
A Crude Development
The rise in Oil is a development that cannot be ignored. A rally through $124 on Brent would open the way for not only $139 but possibly $150 -...
356 Views
Ten year Treasury Yields
Interpreting yield and bond price charts are challenging at the best of times, but long-term trends are questionable for most asset managers and...
298 Views
The Bears are Knocking at The Door
We are at important global macro crossroads: Central Banks are trying to remove accommodation from markets to tame inflationary pressures right at...
360 Views