Daily Market Intelligence 4:1:22
Bunds up-U.S. Bond down=Euro off Biden planning to release 1 million barrels a month. The close is the only thing that counts.
Interest rate differentials have been driving FX. Euro 111.50 is going to be a big inflection level going forward Pay attention to the U.S. ten yr. vs. Bund for clues. 30 Yr. in a 4 point consolidation. 150.12 is the … Continue reading
Daily Market Intelligence 3:7:22
Daily Market Intelligence 2:25:22
Daily Market Intelligence 1-27-22
Rollover has started! FEB (G) Gold is not front month. Interest rate Futures (H) March. Yield charts will be the cleanest look for the next few weeks. Be very aware of the spreads and the default selection for risk spreads or … Continue reading
Daily Market Intelligence 11-1-21