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.
Amid rising fear, China has announced a $170 billion liquidity injection. Will this be enough to arrest fear and confusion around the coronavirus?
It’s not been the start to the year investors were looking for as all eyes turn towards Iran’s retaliation in the wake of the US airstrike.
The market makes up its mind on coronavirus, there’s heat ahead in Asia markets, an agglomerate of Fed data, RoRo cycle spins and maybe more downside for oil?
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
Parsing some of the most recent developments, we’re still sitting in a cluttered environment for risk in the coming weeks.
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.