Markets currently circumscribed to three related themes: lockdowns, vaccines and policy support.
An exceptionally rough day for the oil sector – and broader markets in general – as the lockdown lambaste wholly flipped the reflationary narrative.
Markets hit the pause button on multiple days amid snail-paced re-risking this week
Pitching the positive side after last week’s eerie impasse; After a risk circuit-breaker, markets search for the next driver; A winter of discontent for oil markets.
Two-year yields have covered their prior six-month range in the last week alone – and whether or not this move is sustainable matters a lot
As OPEC heads into its final meetings for 2020, is there a reason for concern in oil markets?
Currency markets breathe easier and oil prices are lifting higher, but stocks are weaker and US yields worries linger.
For the incoming Biden administration, it’s vaccination policy rollouts – not timing of taxation – that should resonate with investors this year.
With hopes high for eased lockdowns and a stimulus downpour to coincide with a March break, the outlook is rosy for the week ahead
Prospects of a stimulus downpour to coincide with March break when lockdowns are due to ease makes for a rosy market outlook