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I was thinking about the market and what is potentially behind this stupid rally, and at heart, this seems like nothing more than an oversold bounce, given a lot of bond market dislocation last week....
DXY was smashed last night by the RBA! AUD was weak anyway:How long before oil snuffs the rally?And metals:Big miners (NYSE:RIO) dead cat:EM (NYSE:EEM) gapped into the ceiling:Junk (NYSE:HYG)...
Markets are smelling blood in the water, but do they have enough evidence to price a policy turnaround? Not yet in our view. The BoE’s reluctance to buy gilts is a sign that it hasn’t...
UK government to keep top tax rate but credibility badly damaged Eurozone inflation at 10% galvanizes ECB policymakers US investors see light at the end of the tunnel The British government has...
Supergreen! Asian stock markets have soared across the region in response to the bounce on Wall Street overnight, with local stocks having one of their best days on record, up nearly 4% because the...
DXY was down last night: As usual, everything else was up. AUD, commods, EM (NYSE:EEM) and junk (NYSE:HYG): Treasuries were bid:And stocks:Is it possible these days to have a bid for bonds...
Nasdaq 100 futures underperformed futures on the Dow, S&P and Russell 2000 and were the only index to trade in the red.Sharply rising Treasury yields have been a critical driver of this year's...
This week, we will again get several opportunities to reconsider the received wisdom that when mortgage rates rise, home prices must fall. Last week, median home prices in the Existing Home Sales...
After a brutal week/month for risky assets, we turn the page and look to trade all the grenades that are thrown at us in the new week – the dynamic remains one of further fundamental downside...
Soaring yields demonstrate investors believe Mester's path to higher interest rates The three major averages extended downtrend Nonfarm Payrolls will create inflation expectations This past January, I...
Stocks haven’t shown the typical type of fear associated with a bottom Valuations are still high The S&P 500 may need to fall below 3,200 The S&P 500 is down more than 20% on the year...
Asian stock markets are generally across the region, although a better than expected Chinese manufacturing print kept Chinese stocks from selling off. The USD has regained most of its lost...
Recession concerns in the US weighed on risk markets again overnight, with Wall Street selling off sharply, as Trusseconomics is exposed in the UK as another Tory sham. More shams with Russia annexing...
The Bank of England stepped into the bond market as UK gilts collapsed following the disastrously stupid Truss economic “plan” saw a big rush on Pound Sterling. This overshadowing the...
DXY flamed out last night: Everything else reversed out of the swan dive. AUD:Oil:Metals:Miners (NYSE:RIO):EM stocks (NYSE:EEM):Junk (NYSE:HYG):Treasuries:Stocks:Hooray! Everything is fixed!...