Latest Research

Sentiment in the stock markets continue to improve. One of the biggest sources of support has been the sharp recovery in oil prices which have helped to underpin commodity stocks. Today, Brent oil has reached a new 2016 high of $51, while WTI has climbed above $50 a barrel again. As well as the on-going unscheduled supply outages in places like N...

The US dollar is attempting to make a comeback after being hammered on Friday on the back of a very poor jobs report from the world’s largest economy. The dollar bears are worried that the Fed’s Janet Yellen may spoil the party for them in a speech later today as she may stand firm on her recent call that a rate hike in “coming months” is still l...

As we noted yesterday, market volatility was expected to pick up as we moved through the week as the top-tier data releases and traders at their desks gradually ramped up. Today we’re getting our first look at that phenomenon, with Federal Reserve Chair Janet Yellen making some waves at her speech to the Economic Club of New York.

Military analysts often draw a distinction between “hot” wars, which involve armed military conflict between nations, and “cold” wars, where enemy factions use economic and political means to jockey for an upper hand against their rivals. While we feel the term “currency war” is a bit overhyped by the media, the recent easing actions by the world...

As we noted in yesterday’s FOMC Preview report, any Fed fireworks wouldn’t come from the monetary policy decision per se, but rather how today’s meeting shaped the conversation around the timing of the next rate hike in ...

The world’s most widely-traded currency pair has garnered its fair share of headlines over the last week, but heading into this afternoon’s monetary policy announcement from the Federal Reserve, EUR/USD could be poised for another big move.

Last week and this week mark an unusual confluence of central bank meetings; Already this month, we’ve heard from the Bank of Canada (on hold), Reserve Bank of New Zealand (cut rates to 2.25%), European Central Bank (enacted a suite of easing measures), and Bank of Japan (on hold) and before the week’s out, traders will get the latest updates fro...

In yesterday’s preview report, we highlighted how traders might look at today’s FOMC minutes as staler than Grandma’s cereal after the market volatility and mixed economic data we’ve seen over the last three weeks . As it turns out, Federal Reserve members has a bit of a dovish lean even back in January. Some of the key headlines from today’s FOM...

Nothing like a crazy day in the markets to get the old blood flowing again. In our research here, we typically focus on specific opportunities in the FX, commodity, and equity markets, but we would be remiss if we didn’t mention the massive move taking place in one of the world’s most important (and some would say “smartest”) market: bonds.

It’s been a busy day so far for central bankers, especially in Japan and the US. As we noted on Monday, the yen has seen massive safe haven / carry trade unwinding flows over the last two weeks, and as a result, USD/JPY is now ...