When The Gate Comes Down
A Stress Test Rather Than a ScandalApollo Debt Solutions is not a blow-up story. It is something arguably more instructi...
Read MoreKatayama-Bessent Talks Trigger Mild USD/JPY Pullback, But Intervention Fears Stay Contained
As USD/JPY marched crept closer to 2024’s 38-year highs, traders knew they were entering territory where Tokyo becom... Read more
Markets Reward Stability As Burnham Rises And Iran Talks Progress
Sterling led gains in today as investors responded positively to signs of increasing political clarity in the UK, whil... Read more
GBP/USD Shrugs Off Starmers Resignation As 1.3000 Matters More Than Downing Street
UK Prime Minister Keir Starmer’s resignation marks a significant political development, but the muted reaction in St... Read more
Inflation, Jobs And 0.7000: A Defining Week For RBA And AUD/USD
Two reports. Forty-eight hours. One question. Is the RBA done hiking, or is one final move still waiting in August? Au... Read more
Dollar Rally Faces Defining Technical Test As Fed Repricing Reshapes Markets
A week that began with optimism over falling oil prices ended with markets fixated on the prospect of renewed Federal ... Read more
Dollar Dominates As Markets Ignore Japan Warnings And Look Past Iran Setback
Dollar strength remained the defining theme in currency markets on Friday, although gains slowed somewhat as US market... Read more
EUR/GBP Gains As Markets Scale Back BoE Tightening Expectations, More Upside Ahead
EUR/GBP’s advance this week is telling a bigger story than simple Euro strength. What markets are really pricing is ... Read more
Dollar Extends Fed-Driven Rally As AI Optimism Fuels Equity Rebound
Dollar strength remains the dominant theme in global markets as investors continue to digest the Federal Reserve’s h... Read more
Gold And Silver Rejected Key Resistance, 4,000 And 60 At Risk If Fed Hikes Twice
Gold and Silver came under renewed pressure after the Federal Reserve delivered a more hawkish-than-expected set of pr... Read more
USD/JPY Hits Two-Year High As Hawkish Fed Revives Rate Hike Bets
USD/JPY surged to a fresh two-year high after the Federal Reserve delivered a significantly more hawkish message than ... Read more
Fed Day Arrives: Dot Plot Holds The Key As Markets Await Warshs Debut
Markets are entering the Federal Reserve decision with remarkably little uncertainty about what policymakers will do, ... Read more
Sterling Slips On UK Inflation Misses, But GBP/CAD Bullish Case Remains Intact
Sterling came under modest pressure after UK inflation data undershot expectations in May, but the report is unlikely ... Read more
DOW Hits Record High As Falling Oil Prices Offset Fed Fears
The DOW is sending a very different message from the rest of Wall Street. While the S&P 500 and NASDAQ spent much ... Read more
Oil Crashes Below $80, But Markets Hold Fire Ahead Of Fed Decision
The biggest move in global markets is still happening in oil. The most important move may come tomorrow. Brent crude p... Read more