Market Insights

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BMA Market Insights: U.S.-China Phase-One Trade Deal – Done

Market participants holding long positions in equities, rates, or alternatives sectors such as real estate have reason to be optimistic in Q1 2020. Last Wednesday, a major global risk hurdle was cleared with the smooth signing of phase-one of the…

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BMA Market Insights: U.S.-China Trade Deal

RISK-ON – U.S. equity futures and USD interest rates are opening higher this morning for what will be a busy week dominated by the signing of the U.S.-China phase-one trade deal and the start of earnings season. Futures on the S&P…

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BMA Market Insights: Rates Steady Ahead of Holiday Break

After another strong bull week in markets, U.S. equity futures are opening on average +0.20% higher this morning while USD rates are mostly unchanged. The 10-year U.S. Treasury note is steady and relatively unchanged from last Friday’s close at 1.915%.…

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BMA Market Insights: Christmas Comes Early

What started with a strong U.S. November employment report that beat expectations and a Fed that forecasted no change in rates through 2020 led to the pinnacle of market elation last Thursday; phase-one of the U.S.-China trade negotiations have verbally…

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