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 deeply inverted US coupon curve (10/2's yield spread). We look for this to rebound and return to positive territory, rather than invert further. Timing is everything, of course! Our Review section looks at recent economic data and the higher yields seen in global core 2 and 10-yr. notes. We also note that Bitcoin is holding up, and gold prices are finding support, both may falter on a 'higher for longer' view of interest rates. 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. Our regular Spotlight feature looks at the lofty S&P 500 and the long-term bull trend. Our Review section looks at U
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the upcoming BoJ meeting and the TOPIX. Our Review section looks at geopoliti
The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain
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