When the Fed delivered a well-telegraphed 25bp cut in September, the dollar rallied. Back then, USD positioning was heavily ...
The US remains in a steady state along the coupon curve. But there’s a lot going on in the money markets pipes as repo ...
US consumer confidence dipped again and remains on par with where we were during the pandemic. Concerns about the potential ...
All in all, the batch of October confidence data provides tentative evidence of a decent start for the final quarter of 2025.