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think
6 小时
US jobs report heightens chances of an extended Fed pause
Another upside surprise on US jobs numbers will intensify the belief that Federal Reserve officials are under no pressure to ...
think
13 小时
FX Daily: Fiscal rigor pledge is calming sterling market
The market seems to be acknowledging the Treasury’s reiterated fiscal pledges and this has prevented the gilt and pound ...
think
8 小时
THINK Ahead: Mixed inflation data
Core inflation (Thu): On the basis of the December flash CPI, we estimate that core inflation excluding food and energy ...
think
18 小时
The Commodities Feed: European gas weaker
Recent data from Russia’s Agricultural Regulator shows that the grain exports increased by 4mt YoY to 73.1mt for 2024. This ...
Opinion
think
22 小时
Opinion
US Rates heading deeper into the Zone of Interest
We are getting to the optimal part of a zone where getting long will make glaring sense, where even impact carry flips ...
think
23 小时
Rates Spark: Unless the print is sub-150k, no change in tone
To abort the rise in Treasury yields, we'd need to see a print below 150k. Else onwards and upwards. In the UK, gilt yields ...
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