Markets have been whipsawed by trade headlines and generally weaker than expected US economic data this week, resulting in declines for bonds, stocks and the dollar. For the week US Treasury yields are up 3-5bps…
Markets are still all over the place because of contradictory trade talk headlines. Take the US 10y Treasury yield for example, which had plunged to 1.70 by late Tuesday from 1.84 on late Monday on…
And just like that, the newsflow on trade talks turned sour. It started with Beijing’s foot-dragging in the past weeks on a ‘phase 1’ deal by demanding a rollback of some or all existing tariffs…
US Treasury yields and Asian equity markets are on the rise following economic data that showed that the slowdown in the global manufacturing sector is bottoming out. The upbeat Asian economic data should come as…
In a rather odd development, President Trump’s remarks last evening that a ‘phase 1’ trade deal is really close has failed to boost risk sentiment in a meaningful way this morning. Asian equities are showing…
If you were looking for clues on ECB monetary policy last Friday, Christine Lagarde’s second speech as central bank President was again disappointing. Like the first speech, Lagarde failed to give any hints on future…
