Relief rally in full force as US and Iran rea...

Send us Fan MailUS and Iran sign MoU but risk of last-minute drama remains elevated as Israel remains unhappy. Oil prices pause drop, while the dollar recovers most of Monday’s losses. BoJ hikes as widely expected, but dollar/yen still trades above 160; RBA pauses, aussie suffers ...  عرض المزيد

Send us Fan MailTrump says deal with Iran is close, but Tehran denies anything isapproved. Stocks rebound sharply after tough week, but drop in oil signalscaution. Dollar retreats slightly as Fed rate hike bets pushed back. Limitedupside for gold as ECB hikes rates amid inflation ...  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