Market Snapshot February 2nd 2026

February incoming and US Gov Shut down Data: 1) Global Rates / Yields — Key Benchmarks United States: 2Y ~3.60–3.62% | 10Y ~4.25–4.27% | 30Y ~4.88–4.90%, yields edged higher as markets reassessed inflation persistence and Fed leadership uncertainty. United Kingdom: 10Y Gilt ~4.48–4.52%, supported by sticky inflation and cautious BoE easing expectations. Germany: 10Y Bund […]
Market Snapshot January 30th 2026

Chaos incoming, AI is in trouble Data: 1) Global Rates / Yields — Key Benchmarks United States: 2Y ~3.61% | 10Y ~4.24–4.26% | 30Y ~4.86–4.88%, Treasury yields stayed elevated as markets digested Fed’s steady-policy message and ongoing supply concerns. United Kingdom: 10Y Gilt ~4.50–4.53%, supported by sticky inflation expectations and a cautious BoE outlook. Germany: […]
Market Snapshot 29th January 2026

FED keeps rate, but bearish view on DXY has corrected. Data: 1) Global Rates / Yields — Key Benchmarks United States: 2Y ~3.60–3.62% | 10Y ~4.23–4.25% | 30Y ~4.86%, yields stayed elevated as markets positioned ahead of the FOMC meeting and digested heavy Treasury supply. United Kingdom: 10Y Gilt ~4.52–4.54%, supported by sticky inflation expectations […]
Market Snapshot 28th January 2026

“The Dollar’s Doing Great” – Donald Trump. Data: 1) Global Rates / Yields — Key Benchmarks United States: 10Y ~4.21–4.23% | 2Y ~3.60–3.62%, yields remained elevated as markets balanced Fed patience with fiscal supply concerns. United Kingdom: 10Y Gilt ~4.49–4.51%, supported by sticky inflation expectations. Germany: 10Y Bund ~2.87–2.89%, largely stable. France: 10Y OAT ~3.52–3.54%, […]
Market Snapshot 27th January 2026

Another day rest before red news incoming. Data: 1) Global Rates / Yields — Key Benchmarks United States: ~4.24–4.26%, holding near cycle highs as term premium and fiscal supply concerns persist. United Kingdom: ~4.50–4.52%, underpinned by sticky inflation and constrained fiscal space. Germany: ~2.88–2.90%, stable with ECB policy expectations anchored. France: ~3.54%, little changed. Italy: […]
Market Snapshot 26th January 2026

Gold $5,000 – Silver $104 ? What is going on? Data: 1) Global Rates / Yields — Key Benchmarks United States: ~4.23–4.25%, holding near multi-month highs as term premium remained elevated. United Kingdom: ~4.48–4.50%, supported by sticky inflation and fiscal concerns. Germany: ~2.88%, stable within recent ranges. France: ~3.53%, little changed. Italy: ~3.47%, spreads contained. […]
Market Snapshot January 23rd 2026

USD is on dump as Trump made it too bad. Evil Manipulator. Data: 1) Global Rates / Yields — Key Benchmarks United States 10‑yr Treasury Yield: ~24% (unchanged to modestly higher) — U.S. yields remained elevated as bond markets recalibrated after tariff headlines and mixed data. United Kingdom 10‑yr Gilt Yield: ~50%, reflecting higher borrowing […]
Market Snapshot January 22nd 2026

Greenland Day 3 – What we should expect? Data: [🟥 Trade shock → relief rally] Global risk sentiment flipped from “tariff panic” to “risk-on” after President Trump said a framework deal involving Greenland/Arctic meant planned tariffs on European allies would not proceed, sharply easing near-term trade overhang. [🟩 U.S. Equities | Rebound] Wall Street staged […]
Market Snapshot January 21st 2026

Greenland Day 2 in Fire, Japan wants to cut tax. Data: [🟥 Trade / Tariffs | Risk escalation] Trade tensions remained the dominant macro driver after Trump’s proposed Europe-linked tariffs (10% from Feb 1, rising to 25% by Jun 1) kept pressure on exporters and cyclicals; European officials reiterated readiness to retaliate, sustaining risk-off positioning. […]
Market Snapshot January 20th 2026

Holiday ended, now it’s time for volatility. Data: [🟥 Tariffs Shock | Europe hit] Risk sentiment deteriorated after Trump threatened new tariffs linked to the Greenland dispute. The proposal includes a 10% tariff starting Feb 1, escalating to 25% by Jun 1, targeting Denmark, Norway, Sweden, France, Germany, the Netherlands, Finland, and the UK. European […]