Weekly outlooks, technical setups, and market structure breakdowns for major currency pairs.
Record rise in equity allocations by global fund managers in May Just 4% of fund managers see hard landing 66% of respondents expect Hormuz bottleneck to end in next few months 62% of respondents target 6% on 30-year treasury yields, 20% target 4% 40% of respondents say second…
Japan's solid Q1 GDP faces reality check as Iran war threatens economy Reuters
Dollar steadies from weakness as Trump calls off planned attack on Iran Reuters
Bank of England's Greene says central banks can't assume Iran war impact will be temporary Reuters
The Bank of England is expected to hold and even potentially hike interest rates this year in response to resurgent inflation sparked by the Iran war.
Dollar retreats as traders focus on Iran, Fed policy Reuters
Gold rises on weaker dollar but rising oil, bond yields limit gains Reuters
The put bets would be a bet on a yield spike since bond prices (value of the TLT fund) move inversely to rates.
As bond yields surge, investors grow wary of a global spending crunch Reuters
With inflation spiking and Treasury yields surging, Warsh is likely to confront a Federal Open Market Committee in no mood to ease.
Global equities fell, with the S&P 500 down 1%, led by a decline in technology shares; US 10-year yields surpassed 4.5%, and Japan’s 30-year yield reached 4% for the first time
Global bonds battered as flaring inflation spooks investors Reuters
