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EUR: The ‘Rates Selloff’; Selective Downside Into 2017 – BofA Merrill

Themes: The rates sell-off. Market expectations of a large fiscal stimulus in the US following Trump's victory have triggered a re-pricing of the Fed, with the market now expecting a Dec hike with a 96 percent probability. The sell-off in Read More →

Dollar pulls back as Treasury yields drop from peaks

The dollar receded on Monday and slipped further away from near 14-year highs as U.S. Treasury yields fell from recent peaks.

After surging for most of the month, the dollar index eased 0.7 percent to 100.77, adding to Friday's Read More →

2 Reasons Why USD Correlation With Oil Is ‘Overstated’ – Goldman Sachs

Historically, the Dollar has been negatively correlated with oil prices, meaning low oil prices have coincided with a strong Dollar, while high oil prices have typically come when the Dollar has been weak.

We argue that the importance of Read More →