Global Daily
Global Daily: All The News That is Not Fit to Price
Political and geopolitical developments again stole the headlines over the weekend, with attendant market implications...
Global Daily: Members only
UST 10-year yields slid lower over yesterday’s session, retracing more than 9bp from Wednesday’s post-FOMC high of 5.02...
Global Daily: No laughing matter
President Trump called Canada’s associate membership “laughable,” before adding that he might consider it a “hostile act” if the EU approves this.
Global Daily: Pivots
Following the unfolding escalation in the Middle East, we have updated our energy forecasts.
Global Daily: Coalition of the Exceedingly Reluctant
US 10-year bond yields briefly topped 5% on Monday as crude oil prices continued to move higher and overnight index swaps implied a higher chance of a Fed rate hike...
Global Daily: Willy Wonka and the Compute Factories
Oil prices are rising again on news of the shutdown of Saudi Arabia’s East-West pipeline following drone strikes, and the Houthis’ seizure of strategic locations...