A complex matrix of confusion.
A complex matrix of confusion. Establishing views on cross assets classes on Monday morning is becoming increasingly difficult. The tricky…
The US is Hiring, and the Dollar is King.
The US is Hiring, and the Dollar is King. The highest year on year print for US Average Hourly Wages…
FOMC : Pardon the interruption
FOMC: Pardon the interruption The FOMC interlude was even less of an event than expected but that belies some of…
Trade war breakthrough?
Trade war breakthrough? US markets are off to a rousing start in the wake of a report that US and…
Chasing One’s Tail
Chasing one’s tail There’s a lot less drama to start the week but still plenty of possible noisemakers in play…
Dangerous Brinkmanship
Dangerous Brinkmanship Another in the expanding history list of topsy-turvy Thursdays’ when it comes to risk as the President Gave,…
Commodity currencies are beaming
Currency Markets The US dollar has given up some of its gains overnight as investors keenness for Greenbacks has temporarily abated.…
The trend is your friend.
The trend is your friend. Currency Markets There was an intense focus on Italy Wednesday thanks to speculation that its…
Markets Caught Between Opposing Forces
Markets Caught Between Opposing Forces Equity Markets US equities finished mostly higher but of their tops as energy shares started…
Currrency markets yield to dollar demand
G-10 and EM currencies yield to dollar demand The recent rise in US yields is responsible for crystallising USD strength,…