Rumours of a weekend ceasefire fail to inspir...

Send us Fan MailHopes raised as US and Iranian officials to hold talks in Pakistan. But oil pares losses as investors question peace efforts. Risk of further escalation still elevated; dollar rebounds but gold steady. Equities mixed as rally eases, weak PMIs weigh on risk sentime ...  Afficher plus

Send us Fan MailTrump threatens Iran’s power plants, Iran pledges to retaliate. Dollarrebounds as oil rallies and reignites inflation concerns. Gold extendscollapse, yen returns to intervention zone ahead of CPI data. Wall Streetstays under pressure as Iran war rages on.Risk Warn ...  Afficher plus

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 ...  Afficher plus

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 ...  Afficher plus

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 ...  Afficher plus

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! — ...  Afficher plus