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alelaw

  • Dollar eyes weekly gain as US economy remains resilient

    Dollar eyes weekly gain as US economy remains resilient

    Stellar GDP print but yields retreat. ECB pauses – terminal rate reached? Pound bounces from 3-week low.

    October 27, 2023
  • Risk sentiment improves as yields retreat

    Risk sentiment improves as yields retreat

    Ackman puts the lid on US yield surge. Pound surrenders early gains after pessimistic PMIs. Euro breaks above $1.06 on lower oil and US yields. CAD holds steady in anticipation for BoC.

    October 24, 2023
  • Dollar surprisingly flat despite risk aversion

    Dollar surprisingly flat despite risk aversion

    Three implications from two weeks of war. Big week for Europe – is the continent bottoming? Risk-sensitive sterling suffers.

    October 23, 2023
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