EUR/USD News and AnalysisEuro benefits from softer dollar, improved risk sentiment and GBP recoveryEUR/USD technical hurdles that need to be overcome for bullish narrative to take hold. Longer-term outlook remains bearishRisk Events: US...
S&P 500, VIX Index, Financial Conditions, Event Risk and USDJPY Talking Points:The Market Perspective: USDJPY Bearish Below 141.50; Gold Bearish Below 1,680Markets have drawn to a close both the month of September and...
By Tyler Durden
A high debt-to-GDP level and over $30 trillion in public debt have become a massive problem and a political hot potato in Washington.
It appears the Biden administration and the Federal Reserve...
Positive inflation-adjusted return on default-risk-free Treasuries/corporate bonds
Higher market rates means a much lower S&P 500 equity risk premium
Consider asset allocation tweaks but wholesale changes not warranted
Treasury yields have been on a massive advance....
