Markets Friday brought some, maybe unexpected relief to global (energy) markets, even as US president Trump end last week still threatened to scale up military action against Iran. Houthi militants attacking Saudi targets and complicating Saudi Arabia’s oil exports through the alternative route via the Bab-el-Mandeb strait only added another layer of uncertainty. Still, energy […]
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European Central Bank Governing Council member Peter Kazimir from Slovak reinforced the hawkish bias on Monday, arguing that policymakers will likely need to raise interest rates at least once more and warning that a worsening Read more…
TL;DR:Will the Fed and BoJ jointly surprise markets this week? USD/JPY, already at a 40-year high above 163, faces amplified two-way risk from their combined policy signals. Why This Week Matters More Than a Typical Read more…
Some people build the loudest thing in the world and never say a word in public about it. That silence is a choice. It usually holds right up until the moment the rules being drafted Read more…