How today's inflation data compares to its historical distribution and a closer look at today's rate cut bets.
Survey responses, labor trends, and the effects of this week's market-moving economic indicators
Germany's sagging economic outlook must contend with the ECB's hawkish outlook
2s10s historical accuracy, record shorts, carry unwind
How hedge funds reacted to yen-funded carry unwind and the inflation problem ahead
A closer look at the latest speculator positioning
Rapid yen appreciation takes a breather, settling at 144/dollar as markets take stock of the Fed's rate cut outlook.
...but underlying supply chain price pressures persist