Archive for: January, 2022

Weekly Market Update

Post date: 31/01/2022 11:18 The Federal Reserve last week made it clear that it sees the US economy at full employment, that inflation is the biggest problem it faces, and that its priority is now to bring it down. The old correlations reasserted themselves in currency markets, as the dollar soared against all of its…

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Weekly Market Update

Post date: 24/01/2022 11:40 Last week saw the continuation of an interesting theme, in which emerging market currencies continue to hold their own even as stock markets in developed countries are shaken by bouts of risk aversion. US rates took a breather in their march higher, with the 10 year yield down 2 basis points.…

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Weekly Market Update

Post date: 10/01/2022 12:50 The most dramatic moves in financial markets last week took place in fixed income markets. Treasuries continue to get pummelled as the Fed steps away from the bid and no one else appears to be interested in buying them. What’s remarkable is how little the dollar has benefitted from the spike…

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