Tell me what bonds do in October and I'll tell you what the rest of the market will do.There's a reasonably strong consensus that anything around 4% is attractive in the long term...
The Atlanta Fed third quarter GDP tracker jumped to 2.4% from 0.3% in today's release."After recent releases from the US Bureau of Economic Analysis and the US
Census Bureau, the nowcasts of third-quarter...
The risk picture has deteriorated since Europe went home and oil is also lower today so there's good reason to sell the loonie but month-end flows might be pushing it further...
Currency investors should consider establishing GBP/USD short positions around current levels. The trade of the week from MUFG is to sell cable with a spot reference of 1.1100, a target of 1.0450 and...
Rates must keep rising though long-term inflation expectations remain anchoredApproach to policy tightening will be defined meeting by meeting based on dataEurozone mid-term economic prospects important to establish more appropriate final level, proceeding...
Back in July there was considerable hand-wringing about US oil demand cratering because of high prices. That went against decades of data showing the elasticity of oil demand.In any case, the EIA is...
