The euro sold off on a hawkish hike from the ECB this week and investors are rushing to sell the euro concluding that the ECB has now peaked at 4%…

The US bond market was in focus again this week. The beat in the US ISM data midweek kept the pressure on US bonds and sent US 10-year yields moving…

The question this week was always going to be whether the bid into US bonds would continue after last week’s US PMI misses. The answer has been a resounding ‘yes’…

This week saw recession worries return for the US, the UK, and the eurozone. This led to a large bid into bonds on Wednesday sending the USD, GBP, and EUR…

This week saw a strong US retail sales print and the FOMC minutes warned of inflation risks lingering for the US. The RBNZ warned of inflation concerns too and how…

This was a big week for central banks with the Fed, ECB, and BoJ all meeting. The Fed hiked by 25bps point as markets were expecting, but Powell kept the…

UK inflation fell under 8% for the first time in 12 months this week and that led to expectations falling for even more aggressive BoE rate hikes. With GBP longs…

This week saw a sharp reaction to falling US inflation data: gold soared, the dollar dropped, yields plunged, and stocks moved higher. The interest rate markets now expect a US…

This week, there were concerns about global economic growth. Tension between the US and China increased, and China’s Caixin PMI data was also lower than expected. On top of this,…

The week started quietly with the Federal Reserve meeting being the main focus. US CPI data out the day before the Fed meeting shows US inflation heading in the right…