Fed Vs. The Data, Dudley Writing Calls on the S&P
US economic reports have significantly underwhelmed expectations in recent months. Confidence indicators may be ebbing, and the rebound in Q2...
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Fresh EM FX Positioning
Chartonics FX webcast action points and updateFriday 23 June 2017To view click on this link: https://www.screencast.com/t/lMElqa3fOv7C 8:11...
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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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