FICC
One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.
Thoughts on the increase in bond yields and this morning’s employment data.
In this week’s report, we look at the likely trend for bonds yields and the dollar in the coming months.
A confluence of both supply and demand factors contributed to the natural gas rally over the past few months. This trend could continue for a while longer. However, cyclical and structural factors ultimately argue against a sustained increase in prices.
Updated views on trends in labor supply and demand in light of this morning’s employment report.