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
Cross Markets: Is the Ship Turning?
The inverted curve in the US should NEVER be ignored. Latest indications point to further gains in bonds as well as ongoing gains in equities....
405 Views
USDJPY Disconnect
The price action on USDJPY & the DXY Index as well as short term developments in the fixed income markets are beginning to warn of a stretched USD...
314 Views
Nikkei 225's Comeback
The signs across markets as well as the price action on the Nikkei 225 indicate a decent rally ahead for Japanese equities as the BoJ continues...
352 Views