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Analysis
Rates Spark: Toppish Yields, But Central Banks Are Not Done
The surge higher in rates after the US was brief only, but clearly central banks still need to deliver on promises as inflation is set to…
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Opening Bell: Markets Sell Off As Inflation Persists; Bitcoin Falters
US CPI remains elevated
Bitcoin plunges
US yield curve flattens
Key EventsOn Thursday, , , , and futures extended the previous day's…
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U.S. Inflation Slows, But Less than Anticipated
The traded higher against most of the other major currencies yesterday and today in Asia. At the same time, Wall Street slid yesterday,…
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Recession Rumblings Amplified Post U.S. CPI
Readers of this column went from vaccine "experts" to Russia connoisseurs and yield curve whizes, while picking up a few nuggets about bear…
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Opening Bell: Futures, Europe Stocks Advance Ahead Of Key U.S. Economic Data
Will CPI data settle the ongoing inflation debate?
Oil recovers as China's COVID spread slows
Bitcoin recovers
Key EventsOn Wednesday,…
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Liquidity And Volatility – Decoding Market Jargon
“Liquidity” and “volatility” are constantly thrown around by the financial media and Wall Street as if everyone fully understands them and…
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U.S. Corporate Pricing Power Set To Delay Inflation’s Decline
US held steady in April after three consecutive falls. Nonetheless, businesses retain the ability to pass higher costs onto their…
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Rates Spark: Peak Inflation But Not Peak Hawk
The inflation concerns are easing ahead of today’s US reading. We doubt central bankers will back down so soon, however. Markets are…
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Opening Bell: U.S. Futures, Stocks Rally, Yields Slide As Markets Remain Nervous
Dip buyers return
Cheap valuations offset inflation and interest rate worries
US dollar eases
Key EventsAfter a sharp selloff yesterday,…
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Rates Spark: Markets Are Doing Central Bankers’ Job
Tightening financial conditions could mean markets see less of a need to hike rates. It is still early days and previous signs of worsening…
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