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Markets Weekly Outlook: July PMI Week, NZ Inflation and ECB’s Rate Decision

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Sunset Market Commentary

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Nikkei 225 Forecast: Start of New Medium-Term Bullish Trend Amid Rising JGB Yields

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Dovish Comments by Fed Governor Waller Grab Attention

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Sunset Market Commentary

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Markets Sensitive to Trump’s Attempt to Undermine Fed’s Independence

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The Fed Drama

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Devil of Yesterday’s June US CPI Inflation Report in the Details

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Chips and Banks

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Sunset Market Commentary

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US Yield Curve Showed Some Gentle Bear Steepening

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The Disconnect Grows

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Bond Market Signals Deepening Japan Risk , But Yen Finds No Lift from Surging Yields

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Sunset Market Commentary

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Market Reaction to Tomorrow’s US Inflation Numbers Might be a Point in Case,

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Markets Weekly Outlook – Inflation Storm Ahead as Earnings Season Gets Underway

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Tariffs, Debt Worries Absorbed, Equities March On

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Sunset Market Commentary

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Copper Saga Heats Up, More Tariffs and DAX Holds Firm Near All-Time Highs

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Post-Close Tariff Announcements Have a Mild Impact

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The $4-Trillion Nvidia

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Sunset Market Commentary

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Multiple, Often Diffuse, Trade Headlines Leave Little Visibility to Set Up Directional Trades

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Bracing for Impact as Tariffs, Trade Talks Collide

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Is the US Dollar Doomed or is a Correction Looming?

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Sunset Market Commentary

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Prolongs the Period of Limited Visibility Both for Markets and for Monetary Policymakers

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It Must Be Unicorns

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Sunset Market Commentary

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Markets Trying to Cope With Multiple Layers of Uncertainty

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