In my first post of the week, I warned about the potential for Treasury yields to rise: The spot I’m watching is bonds. US 10-year …
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JPMorgan is leaning outside consensus and now sees the ECB lowering rates at each of the next four meetings, which would get them to 1.50% …
The USD is lower vs all the major currency pairs to start the US session. The biggest move is vs the AUD and USD where …
US Bessent: Tariff negotiations are the result of massive inbound calls, not markets As markets stabilise, so do the rate cuts expectations UK’s Reeves: Our …
Tariff negotiations are the result of massive inbound calls, not markets. On VAT tax with Europe everything is on the table. Trump will be personally …
Rate cuts by year-end Fed: 96 bps (61% probability of no change at the upcoming meeting) ECB: 77 bps (93% probability of rate cut at …
Our first priority is not to create more trade barriers, but to reduce them. Nothing is off the table on tariffs. I will be meeting …