Fixed income market: the week ahead

Prepare for another intense week ahead. European sovereigns are selling off as the market digest news that the Hungarian central Banks may hike the benchmark rate next month. Italian BTPS lead losses as the market fears that the ECB will taper PEPP purchases in June. Under the PEPP Program, Italian...

Podcast: Uncomfortable correlations

Today we look at the high degree of correlation between US equities and US treasuries and why this is cause for discomfort, note recent surges in inflation readings and inflation expectations as a sign of an inflationary cycle igniting. We also discuss weakness, however, in major commodities since mid-last week,...

Market Quick Take – May 17, 2021

Summary: US equities closed last week atop a very sharp two-day comeback after a prior steep sell-off, with the mood in Asia mixed to start the week as Taiwan and Japan struggled, while mainland Chinese shares rallied sharply again after avoiding several attempts at breaking down through key support last...

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