Weekly Wrap Jan 15: Inflation beats in US, India and Japan; Whither the yield curve

Coupled with the Fed’s normalization, this changes the demand and supply picture for US treasuries.

Weekly Wrap Jan 8: Risk On

The first week of 2018 appeared to indicate continued risk appetite and exuberant sentiment, with some good reasons and...

Best Wishes for 2018

Weekly Wrap Nov 27: Jay Powell in the spotlight this week at Senate Banking Committee

Concerted policy normalization, whether appropriate or not, has led to bear flattening across USD, EUR and JPY term structures.

Weekly Wrap Nov 6: Strong data, no action at BoJ or Fed

We see a rate hike in December and three more in 2018 as the Fed keeps its word.
Insights
Weekly Wrap Jan 15: Inflation beats in US, India and Japan; Whither the yield curve
Insights
Weekly Wrap Jan 8: Risk On
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Best Wishes for 2018
Insights
Weekly Wrap Nov 27: Jay Powell in the spotlight this week at Senate Banking Committee
Insights
Weekly Wrap Nov 6: Strong data, no action at BoJ or Fed

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