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  • Week Ahead

    Finally, a break in the sovereign bond crisis, with yields declining. Have we reached the top? Too early to tell. In Europe, the situation, albeit dire, is still under control as…

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  • Week Ahead

    The sovereign bond crisis endures, with 10-year Treasuries yielding around 5.25%. A potential debt/deficit crisis is brewing in France, raising the stakes for the Presidential elections in 6 months. The September…

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  • Week Ahead

    The Fed rises rates by 25bp and mentions another 25bp hike this year, but expects to be on hold in 2027; markets disagree, and see 2 more hikes in 2027. The…

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  • Week Ahead

    In line PPI and CPI bring the Fed to raise rates by 25bp on Wednesday; now there are two hikes forecasted by the US Central Bank before the end of the…

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  • Week Ahead

    The next week will be make or break for the Fed, with the US PPI on Thursday, and the US CPI on Friday – is deflation finally coming, even in the…

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  • Week Ahead

    Great reports from Nvidia and Salesforce.com take 2Q26 earnings growth to over 33%; a hawkish speech from Chairman Warsh in Jackson Hole brings back with urgency the possibility of a hike…

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