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.
Big data releases, rampant pessimism and VaR-related risk shockers as market focus remains on the pandemic and vaccine rollouts.
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
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.