Dollar, Stocks, And Treasuries All Down As Trump Escalates Pressure On Allies
The “Sell America” trade gathered further momentum today, with U.S. assets coming under broad pressure as markets ... Read more
Dollar Slumps As “Sell America” Trade Reawakens
Dollar is under broad pressure today as markets return from Monday’s U.S. holiday with persistent focus on geopoliti... Read more
Europe Pushes Back As Greenland Tariff Threats Reshape Risk Outlook
Greenland dominated global headlines today as geopolitical risk surged back into focus. What had previously looked lik... Read more
Swiss Franc Rallies As Greenland Escalations Push Gold To Record
Risk aversion dominated markets across Asia and spread into Europe today as an abrupt transatlantic diplomatic and tra... Read more
When The First Crack Of 2026 Appears In US Treasuries
The second full week of 2026 was dominated by high-level political and macro headlines, leaving markets in a constant ... Read more
Japan Signals Resolve At 160 Yen; Joint Intervention Talk And BoJ Speculations
Yen is once again attempting to recover from its recent sharp losses, with momentum this time supported by a more forc... Read more
Dollar Surges, Fed Cut Bets Slide, As Jobless Claims Drop Below Key 200k Mark
Dollar climbed sharply in early US session as markets continued to pare back bets on a Fed rate cut in Q1 2026, a move... Read more
Markets Breathe Easier After Trump Signals Restraint On Iran
Early market nervousness over a potential escalation in the Middle East eased as investors reassessed the likelihood o... Read more
Japan Steps Up Verbal Intervention, Yen Finds Temporary Breathing Room
Yen recovered broadly today after Japan delivered its strongest verbal intervention in months, temporarily slowing the... Read more
Takaichi Trade Tests Yen Limits, Powell Backed By Global Central Bankers
“Takaichi trade” remained the dominant theme in markets today. Nikkei added nearly 1.5% on the day, pushing to yet... Read more
Dollar Stalls As CPI Confirms Fed Pause In January
Dollar gyrates in a tight range and remains an underperformer for the week, showing little reaction to December US con... Read more
Yen Rout Extends As Takaichi Trade Takes Hold, Japanese Stocks Fly
Yen came under renewed and intense pressure during Asian session, as domestic equities surged more than 3% to new reco... Read more
Fed Credibility Risk Sends 10-Yr Yield Above 4.2, Euro To Benefit As Dollar Alternative?
With the economic calendar nearly empty, markets are fixated on the escalating political risk surrounding Fed Chair Je... Read more
Powell–Trump Clash Adds Risk Premium, But Calm Largely Holds For Now
News of a US criminal investigation into Fed Chair Jerome Powell dominated global financial headlines, injecting a fre... Read more
Geopolitics Everywhere, Panic Nowhere In Resilient Global Markets
The first full week of 2026 delivered a barrage of geopolitical shocks that would normally be expected to rattle globa... Read more