AUD/USD Stalls At Resistance As RBA Minutes Leave Real Test To Tomorrows CPI
TL;DR: AUD/USD barely moved on RBA minutes that confirmed, but didn’t change, the existing hawkish-hold debate — t... Read more
Dollar Gets A Breather As CAD Absorbs Tariff Shock And AUD Awaits RBA Minutes
Today’s themes: Dollar: recovering after last week’s slide, but this looks like consolidation after a roughly 2.6%... Read more
The Three Ways Fed Chair Warsh Could Move Gold At Jackson Hole — And Why Only One Threatens The Rally
TL;DR: Gold’s Jackson Hole test on Friday isn’t really about rate signals — it’s about whether Fed Chair Kevin... Read more
Canadas 50% Tariff Shock Looks Huge. USD/CAD Is Treating It Differently.
Canada is facing 50% US tariffs after trade talks collapsed, yet USD/CAD's muted reaction — with oil, bonds, and the... Read more
Dollar Index Faces Structural Breakdown Toward 90, EUR/USD Eyes 1.20 Breakout
Dollar Is Approaching a Much Bigger Technical Test Dollar’s selloff is not just about this week’s Treasury buyback... Read more
Sunset Market Commentary
Markets Flash EMU PMI surveys showed eurozone business activity continuing to rise in August amid stronger manufacturi... Read more
Dollar Selloff Deepens And Broadens — What Changed?
Why Dollar weakness is spreading even as its original catalyst fades, and what that shift in market interpretation rev... Read more
Japans Data Is Strengthening As Australias Weakens. Why Is AUD/JPY Rising?
Japan's data is strengthening and Australia's is weakening, yet AUD/JPY keeps rising — because the cross is trading ... Read more
Brent Breaks $94, Global Yields Push Higher — But Dollar Refuses To Follow
Brent crude broke above $94 and WTI through $87 today, both fresh highs since late July, after Trump threatened "TREME... Read more
Trump Sparks Crypto Acceleration As Treasury Buybacks Add Fuel To Bitcoin And Ethereum
Bitcoin and Ethereum have surged over 14% and 22% this week, respectively, as falling real yields from the Treasury bu... Read more
Gold $5,000 Comes Into View As Dollar And Yields Break Down On Treasury Buybacks
Gold surged 3.7% to $4,495 after a Treasury buyback shock sent long-end yields and the Dollar tumbling — a real-yiel... Read more
Dollar Slides On Treasury Buybacks — Can Fed Minutes Bring The Hawks Back?
What’s happening: Dollar sold off broadly Wednesday after Treasury announced it will at least double its long-dated ... Read more
Trump Pauses Canada Tariff Threat — Relief For CAD, But No Trade Reset Yet
Canada has avoided an immediate 50% US tariff for three days while paperwork is finalized, but the Loonie's muted reac... Read more
Hormuz Crisis Turns Stagflationary As Silver Starts To Crack
The Hormuz crisis is shifting from an oil-and-bond story to a broader risk-off one, with equities weakening, Copper br... Read more
Brent Breaks $90 — Now US 10-Year At 4.75% Holds The Bigger Market Test
Why oil’s break above $90 is spilling into global bond yields, and why that’s flipping the usual risk-off currency... Read more