Strong investor sentiment continues after the world’s two biggest economies are close to finalizing parts of the phase one trade deal. Both President Trump and Xi plan to sign the initial deal at the Asian-Pacific leaders’ summit in Chile next…
RISK-ON investor sentiment continues as U.S. equity futures advance higher alongside European and Asian equities. U.S. Treasury prices fell while yields continue to climb. The 10-year U.S. Treasuries are currently trading 2.6bps higher to 1.776%. Investor optimism reverberated through the global…
U.S. markets waking up to a RISK-OFF sentiment after reports that China will narrow its range of topics they’re willing to negotiate when high-level talks resume on Thursday. China’s Vice Premier, Liu He, told visiting dignitaries he would present an…
The volatility theme continues in the capital markets on the back of the domestic political turmoil ignited last week by a whistleblower’s report involving President Trump’s communication with the Ukrainian President. The U.S.-China trade negotiations took a new turn on…
U.S. equity futures and rates reverse gains this morning after disappointing manufacturing and services print from Germany and France. Equity futures had initially moved up overnight after reports that last week’s cancellation of the planned visit to U.S. farms was…
A crude oil processing plant in Saudi Arabia was attacked on Saturday disrupting global oil supply. U.S. President Trump publicly condemned the attack and responded that the U.S. is “locked and loaded” and ready to respond to the attacks. U.S. officials also claim the…
The news last week that the U.S. and China would resume in-person trade talks next month pushed both bond yields and global equity indices higher and trimmed expectations for additional interest rate cuts. We caution that investors take the media’s…
Welcome back from an eventful Summer that saw global central banks call a monetary policy “audible” by lowering interest rates amidst volatile swings in equity and bond prices. The yield spread between the 2-year and 10-year U.S. Treasuries inverted, presenting…
U.S. equity futures pointing to a higher opening and USD rates paring some of its losses sustained during Asia trading hours as the latest in the US-China trade war saga continues. The 2-year U.S. Treasury is trading 2.3bps lower to…
Global equities, crude oil, and U.S. rates opening higher across the curve this morning after positive reports that the U.S. is talking with China. The 10-year U.S. Treasury is currently trading +6.6bps to 1.609% and the 2-year/10-year spreads back into…
