BoJ hikes, scraps yield curve control, but ye...

Send us Fan MailA pivotal week for global markets is ahead as investors focus on Fed meetingminutes, inflation data, and Nvidia earnings. Key economic releases from the UK,Canada, Japan, the Eurozone, and the US could drive volatility across currencies,equities, and commodities. ...  Show more

Send us Fan MailHormuz limbo lifts oil prices, fuelling inflation worries. Bond yields jump across the board on firmer rate hike expectations. Gold and stocks tumble but dollar jumps to 2½-week high. Pound leads FX losers amid twists and turns of UK politics.Risk Warning: Our ser ...  Show more

With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.

-----Transcript-----

Welcome to Thoughts on the Market. I'm Mike Wilson, ...

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 ...

After US labour market data drove up stock prices on Friday, today it is China and its government's measures intended to prop up its ailing economy that are driving market sentiment. In commodities, oil prices are trading at levels last seen in November on fears over supply cu ...

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 ...