May 94 min09/05/2022 - WEEKLY MARKET REPORTVolatility returns with a vengeance on Fed hawkishness Interest rates are going up everywhere, hard and fast, and markets are finding it...
Mar 144 min14/03/2022 - WEEKLY MARKET REPORTECB hawkishness fails to rescue euro as Russian invasion continues to drive markets The ECBs unambiguously hawkish messaging last week...
Feb 285 min28/02/2022 - WEEKLY MARKET REPORTRussian invasion of Ukraine upends world markets In the end. US intelligence warnings were fully vindicated as Putin launched a...
Nov 23, 20215 min23/11/2021 - WEEKLY MARKET REPORT Dollar rallies as monetary tightening comes into focus The dollar's blistering rally gathered speed last week as markets brought forward...
Oct 19, 20215 min19/10/2021 - WEEKLY MARKET REPORTDollar sells off after another strong US inflation report One of the key correlations beginning to establish itself in the post-pandemic...
Oct 11, 20214 min11/10/2021 - WEEKLY MARKET REPORTOil currencies outperform, buoyed by rising energy prices Last week provided strong validation for our view that inflationary pressures...
Sep 27, 20215 min27/09/2021 - WEEKLY MARKET REPORTNorwegian Krone soars as Norges bank hikes rates We have been pushing for a while the idea that currency markets will now be mostly, if...
Sep 6, 20214 min06/09/2021 - WEEKLY MARKET REPORTWeekly US employment report dents dollar, puts Federal Reserve in a bind The Federal Reserve cannot be happy with the US payroll report...
Sep 1, 20215 min1/09/2021 -WEEKLY MARKET REPORT Powell dovish Jackson Hole speech fails to boost the dollar The key event of last week was as expected the Jackson Hole conference of...
Aug 24, 20212 min24/08/2021 -WEEKLY MARKET REPORT Economy concerns continue GBP started Monday with limited gains against EUR & USD after signs that the UK’s economic rebound slowed in...