Last week continued the theme as Yields broke lower and Bond buying picked up pace. Dollar selling was the currency trade of the week.
The post Yields Move Lower first appeared on trademakers.
Last week was quieter than normal on the economic data side. The main focus remained Yields and the US Dollar. The Dollar was slightly lower on the week with the DXY down…
The post Yields Find Support first appeared on trademakers.
Last week we had a slew of data from the US. We saw the CPI data print lower than expected which although was only a slight miss the market took a large reaction to. The market is no longer pricing in any further rate rises in the US and cuts are now more expected in 2024.
The post Rate Cuts on The Horizon first appeared on trademakers.
Last week we saw a continued pattern of the previous week. Risk assets pushed higher with yields moving lower. The Dollar reversed some of the previous week losses. The FED hawkish statement supported the greenback and the DXY closed the week 0.7% better just below 106.
The post Risk Assets Rally Continue first appeared on trademakers.
Last week despite the overshadow of the continuing war in Israel the market mood was lifted as Central Banks pushed the pause button and inflation continued to fall.
The post Week of Central Banks first appeared on trademakers.
Last week we continued to see the familiar patterns of risk aversion. Rising tensions in the middle east weighed heavy on the markets and the fear of further escalation put the markets in a cautious mood.
The post Geopolitical Risks Continue to Weigh first appeared on trademakers.
Last week yields continued to be the center of attention as they broke out and made new higher highs. This continued rise will have a negative effect on risk especially as we move into central bank decision times.
The post Yields Remain in Focus first appeared on trademakers.
Last week we continued to see yields as the main driver for the markets. We had US CPI which was higher than expected but although yields failed to push higher, they still remain at elevated levels. Risk off continued as the sad events in Israel and the Gaza strip brought uncertainty to the markets as fear about escalation increase.
The post Israel Conflict Weighs on Risk first appeared on trademakers.
Last week was the first in a new quarter, but a similar pattern emerged. Yields continued to dominate and rise as payrolls had an upside surprise at the end of the week.
The post Yields Continue to Rise first appeared on trademakers.
Last week we were lighter on Economic data but as previously highlighted the yield moved higher and risk assets moved lower. The Dollar continued its move higher. It has moved higher for around 10 weeks now and…
The post End of Q3 first appeared on trademakers.