What a difference a few weeks make. Since mid-May, much of the concern over the loss of momentum in the […]
In the first week of June, volatility in European and US sovereign debt markets picked up again after a two-week […]
If investors now view Bunds as more fairly priced, what could prompt a return of the euro parity trade in currency markets?
Recent events have seen a sharp reversal of market trends, with the PBOC cutting benchmark interest rates and the ECB’s tightening of financial conditions.
Portfolio rebalancing is occurring slowly. This shows that the effects of QE are happening gradually, and not that QE is having a less desired impact.
On March 18, the Federal Open Markets Committee (FOMC) statement came in firmly in line with market expectations, with the […]
The first week of March’s economic data releases essentially represent the final nails in the coffin for the Federal Open […]
Here at FFTW, we came into 2015 believing that a host of structural factors would serve to keep the global […]
In applying the concept of BATNA to upcoming negotiations between the Troika and Greece’s new Syriza-led government, one is struck by the fact that there really are no strong alternatives for either side.
The Federal Reserve’s numerous forays into quantitative easing (QE) contributed to a global search for yield and notable capital flows […]
Overall, the minutes of the December meeting of the Federal Open Market Committee (FOMC) portray a Committee that remains quite […]
There is broad agreement in the investment community that the steep slide in oil prices will serve to support world growth through a number of channels.
What is the FOMC view on the US outlook? Its concern over downside inflation risks is limited. Dollar gains and cheaper commodities allow it to be patient in raising rates
The week of 13-17 October saw a marked rise in volatility across financial markets, price declines on a wide range of risk assets and investor flight into safe havens such as US Treasuries and German bunds.