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December 15, 2023
After the recent sharp decline in yields, market dynamics might gradually change a bit. Outright weak data could confirm the downtrend in yield. However, (activity) data in line or better than expected might slow the market push for early rate cuts. On FX markets, the dollar is fighting an uphill battle. A break of EUR/USD above the 1.1017 end November top brings the YTD top of 1.1276 on the radar.
May 14, 2023
The July jobs report may be weak, which would slow Fed rate hikes and help keep the stock market rally alive.
January 11, 2023
LONDON—The U.S. dollar held its ground on Wednesday as traders waited for this week's U.S. consumer price data ...
September 19, 2022
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
July 23, 2022
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
July 21, 2022
Caution is warranted even as Bank of America stock trades at a low multiple.
May 11, 2022
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