Yields are up, but it was a tale of two divergent tapes in US equity markets; Oil heads lower as dollar strengthens; Gold takes the express elevator down
US stimulus passes the Senate; Data beats could relieve yield fears, Oil higher on Iran-backed Houthi attack on Saudi Arabia.
Ongoing rate curve repricing and risk asset reaction perfectly illustrate how worryingly reliant investors have become on easy money policies
What are the key market themes for the month of March? Read the article to find out more.
Investors continue to grapple with inflation concerns; Surprise API oil build comes at a critical juncture; Even the hard-to-love EUR is trading higher
A sharp rise in global oil prices before the March OPEC meeting means the calculus for the alliance has become more complicated