Markets await trade deals as Trump makes new ...

Send us Fan MailDollar rises after Fed signals rate hike in 2026. New Chair Warsh does not submit a rate projection. BoE to stand pat; focus to fall on guidance. Stocks slide on Fed outcome, but futures rebound.Risk Warning: Our services involve a significant risk and can result ...  عرض المزيد

Send us Fan MailUS-Iran agreement preparations progress, but Israeli officials remain deeply dissatisfied. Lower oil prices reflect confidence in the deal, but risk assets fail to rally. Focus on Fed Chair Warsh’s first meeting; could he upset expectations? Dollar/yen trades abov ...  عرض المزيد

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ...  عرض المزيد

August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ...  عرض المزيد

Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ...  عرض المزيد

This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ...  عرض المزيد