“Every Time The Market Has Moved Up To This Trendline” There’s Trouble
“Our fair value model indicates these pressures will push the US10yr up to 3.00%. The latter level is also the major support line coming all the way from the late 1980s.”
“Our fair value model indicates these pressures will push the US10yr up to 3.00%. The latter level is also the major support line coming all the way from the late 1980s.”
“The reality is that there are many risks on the horizon as we write”…
“We believe that this risk-on phase (that started in January 2016) is coming to an end.”
“If there was sufficient loss of political support in the US for many of Trump’s policies such that the chance of successful execution falls towards zero, then central banks may need to return to the forefront of the deflation battle. Central Bank support for the economy was starting to lose credibility amongst some investors last year.”
“We now see this latest dollar bull run as moving into its latter stages and are downgrading our forecasts for the greenback against G10 crosses. Investors with significant dollar length should consider a more neutral stance.”
“Those who trade on systemic market risks need to know when their expiry date has passed. It’s time for the euro to enjoy its life out of the limelight and let some other asset be the focus of market worry.”
Yeah, so it turns out that exiting the European Union is probably going to be
“That’s because it’s the first time I’ve seen it, sir.”
It’s probably safe to say we’ve reached something that approximates “peak” French election analysis on Wall
“If markets turn more negative on the possibility of deposit flights out of the French banking system or on Italian BTPs and banks, the currency can fall more in the absence of a decisive response from the ECB. But, if the ECB were to show a strong hand in the market, buying sovereign debt, this perception could change.”
“One question we’ve pondered is whether the best post-election trade is in bond-land or FX”…
So earlier today in “To ‘Tantrum’ Or Not To ‘Tantrum’, That Is The Question,” I
For the hundredth time: “What do rates know that credit doesn’t?”
First on Trump’s FX hit list: Switzerland?
As political risk continues to dominate the headlines (even as US equities steadfastly refuse to
The chart everyone is sick of seeing…
We start Wednesday with the dollar (where else, right?). Trump’s protectionist rhetoric and the lingering
There’s been no shortage of speculation about the veracity of China’s GDP data which many
Well the dollar took a break on its march higher versus the yen on Monday,
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