Rates: Upside pressures aren't going away any time soon
Weaker growth and rate cutting usually pulls longer tenor market rates lower but here's why other factors could pull rates higher
Market reaction to Liberation day - this is just the beginning
Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come
US Rates heading deeper into the Zone of Interest
We are getting to the optimal part of a zone where getting long will make glaring sense, where even impact carry flips positive
A 50bp cut followed by a blowout payrolls report sees the 10yr rate higher with a degree of conviction. What now?
The ‘higher for longer’ narrative for rates is pressuring the commodities complex, while the accompanying USD strength is adding further pressure
Stagflation, sort of
The Commodities Feed: Rising treasury yields hit the complex
Bond pullback muted thanks to strong spending data
A prescription for power – China's biotech boom and the new global…
G10 FX Talking: Dollar upside looks limited
FX Talking: Forecast table
US asset markets: What Fed cuts mean for US Treasuries and the dollar
Turn your back and look what happens
A test for the Fed
Rob's rant from Asia
