Three FX Winners, Two Trades: RBA Lifts Aussie While Oil Backs Dollar And Loonie
Three currencies sit at the top of Tuesday's FX board, but they aren't telling one story. Australian Dollar strengthen... Read more
Sterlings Real Test Is June GDP — EUR/GBP Downside And GBP/CHF Upside In Focus
A hawkish BoE tailwind has lifted Sterling this week, but Thursday's June monthly GDP — not the flattering Q2 headli... Read more
Brent Breakout Raises $100 Risk As Hormuz Talks Hit The Same Old Wall
Could Brent oil actually retest $100? A confirmed technical breakout and a Hormuz negotiation stuck on the same unreso... Read more
Yen Slides Again As Intervention Effect Fades, Critical 48 Hours Ahead
Yen is under broad-based pressure again, barely 10 days after joint US-Japan intervention forced traders to retreat. I... Read more
Why Silver May Be The Better US CPI Trade Than Gold
A weak jobs report already made the case for a Fed hold, but only Wednesday's CPI can confirm inflation is cooling too... Read more
AUD/CAD Risks Deeper Correction If RBA Tightening Bias Doesnt Survive
The RBA's Tuesday hold is a formality — what matters for AUD/CAD is whether its tightening bias survives, and the se... Read more
Weak NFP Flips Fed Bets, But Oil Keeps Markets Trapped In Tug-of-War
July's shockingly weak NFP report flipped September Fed odds toward a hold, but with Brent still above $80 and the Str... Read more
NFP Shock Sends Dollar Lower And Gold Above 4,300, But Geopolitical Risks Rise
Why weak payrolls broke the week’s stalemate, and why Hormuz, Saudi warnings and US-China tensions mean the move isn... Read more
USD/JPY Faces NFP With Intervention Risk Creating An Asymmetric Trade
USD/JPY has recovered a third of last week's intervention-driven losses, but Friday's payrolls report sets up an asymm... Read more
Markets Pause As Hormuz Optimism Awaits Proof
Why gains across equities, yields, Gold, FX and oil all stalled at once as the promised Hormuz breakthrough failed to ... Read more
Golds Rally Looks Real. Three Markets Will Decide Whether It Reaches 4,500
Gold's rebound has technical and macro confirmation behind it, but whether it extends toward 4,500 depends on three in... Read more
Dollar Slips As Weak ADP Reinforces Fading Fed Hike Bets
Weak US ADP employment data (44k, well below expectations) reinforced the market's already-building conviction that th... Read more
AUD/USD Is Rising. Why Isnt It Rising Faster?
AUD/USD is rallying on improving risk sentiment and a softer Dollar, but the same falling oil prices driving that opti... Read more
Silver Breakout Attempt Builds As Hormuz Hopes Reshape Fed Expectations
Silver has returned above $60 as growing optimism over a Strait of Hormuz reopening pulls oil lower, reshapes Fed rate... Read more
Markets Cheer As Bessent Sees Hormuz Reopening Soon. Why Doesnt Brent Oil Break $80?
Why Brent’s failure to break below $80 reveals lingering doubt about Bessent’s Hormuz optimism What’s happening:... Read more