Fed’s ‘higher for longer’ fuels dollar, yen f...

Send a textUS equities and cryptos reverse Monday’s gains. Focus shifts to nonfarm payrolls after weak US retail sales. A 70k NFP increase is forecast, but speculation is rife about a weaker print. Dollar/yen slide persists; greenback is weak even against the troubled pound.Risk ...  Show more

Send a textStocks climb as AI panic eases; Dow and Nikkei hit new records. Dollarhalts decline as investors await first of trifecta of US data this week. Gold’srebound pauses while Bitcoin hits wall at $70,000. Pound softer as UKyields fall back as Starmer safe for now.Risk Warni ...  Show more

Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022

We discuss the market fa ...

Higher bond yields in developed markets are spooking equity markets, but some on the bond side see the higher yields as too attractive to miss out on. Services prices in Japan rose at the fastest annual rate since 1993. China is pushing hard against a weaker yuan. Bitcoin drop ...

While markets wrestle with high inflation and recession worries, investors will want to keep an eye on the rise in risk premiums and the outlook for long-run returns.

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Welcome to Thoughts on the Market. I'm Serena Tang, Mor ...

The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and traders are getting used to the idea that US interest rates will be “higher for longer.” Today on the show, we look at the greenback’s continuing strength and try to understand h ...