Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US January employment report. The 517K nonfarm payrolls figure was strong, as was the dip in the unemployment rate to 3.4%. The market may be hoping that the Fed focuses on average hourly earnings which moderated a smidgen, or that the changes that the Bureau of Labor Statistics made somehow was out over the coming months. The Review section looks at the ECB and BoE hikes, and the fall in European natural gas prices. To read more please subscribe.
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See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US banks which on balance should benefit if the yield curve continues to s
The currency market is at a key juncture. Major central banks may be near their 'peak' rate for this cycle, while the Bank of Japan has kept rates below 0% and is still offering a lot of stimulus to t
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US coupon curve (spread of 10-yr. note yield vs. 2-yr. note yield) which h
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