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The Impact of the BoE Rate Decision on the Market
In the aftermath of the recent session, the USD and US yields are showing signs of resilience, reclaiming ground lost in the previous week's sell-off. Equities, on the other hand, are maintaining stability, supported by various technical factors such as CTA flow, buybacks, and vol compression, as highlighted by Goldman Sachs equity counterparts. However, the fervour to chase last week's rally seem
ACY Securities
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195 일 전
FX Compass
Last week's US core PCE data surprised us with an upside surprise, prompting me to expect a further increase in US terminal rate expectations and consequently, the strength of the USD.
ACY Securities
|
630 일 전
