The bond moves explained and what it means for FX

The bond moves explained and what it means for FX

The simple answer is often the best answer We’ve been scratching our heads a bit in our trading room over the bond moves (and others) in recent days. Is it falling Central bank expectations, or fearing a top in inflation, problems over the next US stimulus...
Can you feel the shifting winds in markets?

Can you feel the shifting winds in markets?

Since the US & China kiss-and-make up at the G20, things have shifted in markets On Monday we highlighted a potential problem brewing for markets following the upbeat feelings from the G20. FX and stocks were cheering but the bond market wasn’t. Bond yields...

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