Market Overview

The DXY rebound continues:AUD shredded: CNY concrete boots:Oil popped on a Libyan hiccup:Dirt hosed:Miners too:EM death:Junk fear:Yields were flat:Stocks sank:The Fed minutes pushed back on...

The new year continues to bring in volatile results across risk markets with Wall Street faltering again as European shares played catchup. Bond markets moved around somewhat in the wake of the latest...

Asian share markets are behaving in mixed fashion after a poor lead from Wall Street overnight as the new trading year gets underway for most markets, with the Nikkei 225 still closed. The Australian...

The first full trading day of the new year brought in some volatile results across risk markets with Wall Street faltering as European shares were listless. Yields rose across the curve while King...

DXY is up and away for the NY: AUD was smashed: Good ‘ol concrete boots helped drag it down: There is too much oil: Dirt schmirt: Miners rolled: EM lol: Junk spreads are stalled in bad...

Soft landings, it has been said, are the holy grail of monetary policy, and there may be signs that we’re on the cusp of one. But what does it mean for the economy in 2024 to have a soft...

Let me get straight to the point: our models show inflation is on its way to undershoot (!) Central Banks targets in 2024. Inflation is often a monetary phenomenon: print real-economy money too...

The first week of 2024 will be a big one, with a lot of data that will either justify the market rally and expectations for rate cuts or not.Data that comes in too hot will kill the idea of rate cuts...

In fact, with patience it could turn out to be like shooting contrary fish in a barrel. The stock market rally – which NFTRH had anticipated a year ago on a larger basis and since October of...

"You can't fight the Fed" is a famous refrain repeated by most market participants throughout the years. Unfortunately, it is just not true. The truer statement is that "you can't fight the market."...

The outlook for the US economy is on track to close 2023 with a relatively upbeat outlook for the fourth quarter, based on a set of nowcasts compiled by CapitalSpectator.com.The official Q4 GDP...

USD: Continued slow erosion, from shifting headwinds. The Dollar is on track to record a shallow depreciation for the full year of 2023: -1% on a DXY basis and -1.3% on a broader trade-weighted...

Stocks finished the day higher by around 1% yesterday, rebounding some from Wednesday's sharp sell-off; this made it an inside day.We have often seen inside days when the day following a big move is...

Inflation in the UK fell abruptly to 3.9% in November, the lowest since September 2021. Inflation in the UK surprisingly fell more than anticipated to 3.9% in November, marking the lowest reading for...