More than anything else, expectations matter
The market is still repricing after being wrongfooted at Jackson Hole
Currencies are reflecting the latest pressures
There is a guiding principle to market behavior that rises above fundamentals, above...
Today both the 5 year and 10 year inflation breakevens dropped quite significantly breaking out of their recent ranges.https://fred.stlouisfed.org/series/T5YIEhttps://fred.stlouisfed.org/series/T10YIEThis is likely one of the metrics the Fed has been monitoring to assess if...
US Flash PMI, US Greenback, Russia, Ukraine, Inflation – Speaking FactorsMarch Flash PMI 58.5 vs 56.3 est.USD comparatively unchanged beneath 99.00S&P World revealed that its survey of enterprise exercise surged to an 8-month...
