Watkins Group
Rhetoric on inflation is shifting, and it’s wreaking havoc on short term rates markets and how they’re pricing central banks over the coming year. ‘Transitory’ has morphed into ‘well, this could last ...
Markets have surged strongly over the past couple weeks, but are bobbling around as we enter what may be a very windy weekend. Many of the September headwinds seem to have retreated, but I would still...
Earnings reports are coming in this week, and thus far we’re seeing a lot of companies beating expectations which has turned the markets largely green. However, the not-so-transient nature of the rece...
