All eyes have been on the 2025-26 US budget discussions in the House this week, with the "big beautiful bill" getting through (albeit barely) and heading to the Senate. Professional bond and currency investors are signalling concern, visible in higher UST yields and a weaker US Dollar.

The 1Q2025 is in the bag, not an easy quarter. US stocks performed poorly, but gold and European stocks did well. Treasuries also did ok.

The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...

Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.

It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!

Hotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).

More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive