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Market Update – February 14 – Pivotal Day

Markets have prepped for today's CPI report over the last several sessions, while also pricing in a more hawkish FOMC stance going into Q2.  ...

Market Update – February 6 – USD & Yields higher, Yen, Stocks & Gold...

A blockbuster NFP on Friday (571k new jobs vs 185k) & strong Services PMI (55.2 vs 50.5) has lifted the Dollar and Yields, sinking...

HFM’s Outlook 2023: USA and the USD Index

The USA and the US Dollar – 2023 Outlook 2022 was a year that was extremely unpredictable, volatile, and unstable for the global economy, as...

A Decisive FOMC Today Could Be Bad For BoE Tomorrow

Like the ECB, the BoE seems increasingly spooked by the risk of second round effects, against the background of a labor market that is...

Market Update – August 11 – USD & Yields tank, Stocks rally as US...

USDIndex tanked to 104.50 from 106.20, before recovering, Yields & the VIX dropped to 4 mth lows and Stocks rallied (NASDAQ +2.89%, now +20% from...

US Headline CPI Unchanged in July

US headline CPI was unchanged in July with the CORE rate up 0.3%, both cooler than forecast. These follow June's respective pops of 1.3%...

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