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The action continues in markets with significant moves in all assets. However, this volatility does not always result in the expected reactions. We cover the markets and look forward.

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  1. Correlations are not what they used to be: When bonds go up, stocks should go down, right? Or the other way around, or perhaps both? Is the dollar correlated to bonds or stocks? We analyze the recent moves and try to make sense of it all. There are lots of moving parts. We start from the inflation data and explain all the financial instruments.
  2. Preview:   It’s another week of action with quite a few events but the mood still matters.

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Trade safely!