<p>The trade in the first half of the year was to sell stocks and buy oil. </p><p>That's shaping up to be the trade of Q4 as well. WTI crude oil are up 5%...
The selling in equities today is utterly merciless.The combination of stridently-hawkish talk from Fed officials this week and a decently-strong non-farm payrolls report today has led to an abandonment of the 'Fed pivot'...
USD/JPY is up 20 pips today and trading at 145.30.In all liklihood that will be the highest close in 20 years for USD/JPY and it's the highest intraday trade since they intervened at...
MUFG Research is out with its latest trade of the week report and they say it's time to sell AUD/USD.The recommend selling the pair at 0.6400 with a target of 0.6050 and a...
The effects of monetary policy are long and lagged.Deutsche Bank is out with a chart looking at the unemployment rate in the past 13 rate hiking cycles."Interestingly 12 months on from the first...
There are undoubtedly many economists at the Bundesbank fuming about where inflation is and where the ECB's main refi rate is.German GDP seen netween 1.3%-1.5% in 2022GDP seen flat In 2023Expects 2023 German...
