Yen-sanity
The yen was on track for its weakest close in more than 30 years on
The yen was on track for its weakest close in more than 30 years on
There’s rarely a dull moment in the US rates complex these days. If it’s fireworks
Oh, the humanity. 30-year US Treasury yields briefly breached 5% on Wednesday before pulling back.
I’ve hinted multiple times over the past several weeks at a possible breaking point for
“Duration simply has no friends until the US data rolls over,” Nomura’s Charlie McElligott said
Last week, I said the dollar “wrecking ball” was back. From a kind of “feel
Absurd as this is in some cases, it’s best to just accept that the narrative
It’s fair to say China’s economic woes are the most important story in the macro
Yi Gang is a lame duck. China this weekend named SAFE frontman and “three red
It’s back to lamenting the lira. When it became clear last month that Recep Tayyip
I’d like to think Joe Biden, Kevin McCarthy, Chuck Schumer and Mitch McConnell understand the
“Is that ready?” It was 4:45 AM, or thereabouts. Kazakhstan had floated the tenge, and
Much of the debate around how the Fed should approach the tradeoff between the inflation
Maybe this goes without saying, but on the off chance it’s not obvious, it bears
I’m the last person to yell “Fire!” in a crowded theater. I’m also instinctually averse
The path forward following the Silicon Valley Bank fiasco looks pretty binary. One of two
This’ll sound callous: There’s no utility left in lamenting the worsening trends in global inequality.
There was a time not so long ago — and by that I mean prior
“Looks like the CIA are avid readers of Zoltan Pozsar.” That’s a real quote from
Rabobank’s Michael Every is having none of it. By “it,” I mean any variation on
The Bank of Japan finally blinked. At its last meeting of the year, the lone
He did it. Recep Tayyip Erdogan succeeded in bringing rates in Turkey back down into
2023 will be the year when “we finally put pandemic disruptions behind us to deal
A top tier global economy intervened to stabilize its currency on Tuesday and Wednesday. And
There’s ample scope for volatility in the upcoming week, although that’s not saying much. There’s
UK inflation is double digits. Again. For the second time this year, headline price growth
Earlier this month, BofA’s global equity derivatives team warned of a “test and fail” of
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