The US Fed has again re-iterated its dovish policy stance. Powell left no room for doubt that they are “not even ready to talk about talking about” raising rates. This was completely expected and has weighed heavily on the US […]
US Dollar Continues to Rise
After a very choppy week, the US currency emerged as a refuge of strength across a wide range of currencies. The long end of the interest rates market settled down slightly and commodities fell from their recent highs. Volatility has […]
2020: A Mercifully Quick Look Back
Before attempting to outline a 2021 view, it makes a lot of sense to first take a look back at 2020 to see where we are. It is also important to analyze the drivers that got us here. You may […]