The Art of Knife Catching

The Art of Knife Catching

Here’s how not to lose your fingers after this week’s FOMC moves Like most people, if I’m not on big moves like this, I’m getting the itch to catch the knife. However, far too many people just think that because something’s gone down a...
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...
A big song and dance over US inflation

A big song and dance over US inflation

Trading preview of the US CPI data today Both CPI and Core CPI are expected to jump again. CPI is expected at 4.7% vs 4.2% pr y/y. Core 3.4% exp vs 3.0% pr y/y. Here’s what a lot of the eyeballs are on. Obviously energy inflation is a big part of any inflation...

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