Today, we note the confounding combination of very rough seas in macro and FX as EU sovereign debt stress, yield volatility and a strong US dollar weigh, and yet equities seem to be sailing along as…
Today we look at the crush lower in short term sovereign bond yields, especially in Europe, where Germany's bonds were bid while French and even Italian longer dated bonds remain stressed, a key focus…
Today, focusing chiefly on the implications for stocks and risk sentiment broadly if yields don't turn lower very soon, especially in Europe, where the focus on France is intensifying while…
Today, a look at a calm market as a massive downdraft in US Consumer Confidence in September failed to weigh. Lots more data ahead before we know where we are with yields through Friday's US September…
Today, a look back at another dicey day for risk sentiment as global bond yields continued to ratchet higher as we head into month-end and quarter-end with possible portfolio rebalancing in the mix…
Today - a look at a fresh spike in crude oil and bond yields spooking risk sentiment and gold bugs as we look at a busy week ahead on the macro calendar, especially for US data, but also an historic…
Today, a run through the outlook for crude oil with Saxo Head of Commodity Strategy Ole Hansen as we face a key week ahead, given Iran's bid for a 7-day negotiation window with the US. More with Ole…
Today, we wonder how long markets can take any extension of the latest rather brutal sell-off in global bonds, which have taken the entire US yield curve from 5-years and out to new post-global…
Today - a look at how narrow the advance is in the US equity market that is taking the main indices close to their record highs and how this rhymes with past less-than-promising outcomes.. As well, we…
Today, we covered the breaking news of Iran's possible overture on opening the Hormuz Strait, followed by a breakdown of the market's strong risk-on reaction to news of strong demand for Meta's Muse…
