FEZ Archives

Weekly Commentary: Greatest ThreatWeekly Commentary: Greatest Threat

June 24, 2024 Doug Noland 0 Comments 12:20 pm

cemagraphics Let’s get started with domestic. Ten-year Treasury yields traded this week at the lowest level since March. Markets have[...]

As Global Economies Diverge, Where Are The Investment Opportunities?As Global Economies Diverge, Where Are The Investment Opportunities?

June 23, 2024 Kristina Hooper 0 Comments 4:30 pm

Philip Steury Last week, we published our midyear investment outlook, with an overarching theme of finding opportunities amidst divergence. We[...]

Week Ahead: Politics, Economics, And The YenWeek Ahead: Politics, Economics, And The Yen

June 22, 2024 Marc Chandler 0 Comments 12:45 pm

mirsad sarajlic/iStock via Getty Images The relationship between interest rate expectations and the foreign exchange levels is more complicated than[...]

ECB Tells EU To Control Your BudgetsECB Tells EU To Control Your Budgets

June 21, 2024 John M. Mason 0 Comments 1:39 am

Dragon Claws/iStock via Getty ImagesThe Federal Reserve is saying very little about the debt creation of the U.S. federal government.[...]

Beware The Franco-German SpreadBeware The Franco-German Spread

June 18, 2024 Ivan Martchev 0 Comments 2:10 am

Rawf8/iStock via Getty Images Elections for the EU parliament are sending shock waves throughout financial markets in Europe. The national[...]

Calmer Markets To Start The New WeekCalmer Markets To Start The New Week

June 17, 2024 Marc Chandler 0 Comments 11:45 am

cemagraphics Overview The US dollar (USDOLLAR, DXY) is firmer against most G10 currencies to start the new week. The euro[...]

Political Anxiety Runs High Giving The Dollar A LiftPolitical Anxiety Runs High Giving The Dollar A Lift

June 15, 2024 Marc Chandler 0 Comments 3:10 pm

Dilok Klaisataporn/iStock via Getty Images Under other circumstances, the softer than expected US inflation readings and the subsequent sharp drop[...]