Investing is very difficult around key pivot points. If it were easy everyone would be getting double returns consistently. After…
During November the market consensus shifted towards the FOMC and ECB remaining on hold throughout 2024. This reflects a forecast…
Last week was a big one for the history of Japanese monetary policy. If you did not notice this, you…
We were surprised last week by the reaction to the slightly better than expected US CPI monthly report. In aggregate…
The week ahead may prove pivotal for the global bond markets. The US has roughly $33 trillion in Federal debt,…
Interest Rates The markets were caught by a triple surprise last week. Firstly, the Treasury opted to issue less 10…