Polls show a Biden win, but pick your spots wisely; Bear steeping 5vs30s UST to lead the way as US election risk is all about stimulus is in the pipeline.
We could be on the verge of death of the year's consensus trade by a thousand cuts.
Smoking guns and risk reversal make for a scatterbrained view for the upcoming week
Washington, ECB and Brexit are all in focus, while the oil complex seems happy with OPEC thanks to Chinese demand.
In an economic calendar packed with events it’s the central banks that are in focus, but the only one that really counts is FOMC.
Fed meeting takes the spotlight amid a recentering of focus towards potential central bank upside policy scenarios around upcoming vaccinations.
Big data releases, rampant pessimism and VaR-related risk shockers as market focus remains on the pandemic and vaccine rollouts.
It's a relatively quiet week ahead on the data front – but that means little these days
A hugely significant data week with much optimism packed into the price; Positive data surprises must remain to keep this ship moving on an even keel
Expect to remain stuck in the inflation "lather, rinse and repeat" cycle as the tides of inflation ebb and flow