Dollar Softens Ahead Of High-Stakes Central Bank Week; EU–China Trade Tensions Simmer
Dollar weakened mildly in Asian trading as the new week began, but the move lacked conviction, with most major pairs s... Read more
Santa Rally On Standby With Markets Split On 2026 Fed Cuts
Dollar spent most of the week pinned to the bottom of the performance board, as a steady flow of data reinforced expec... Read more
Loonie Rallies On Jobs Beat As Markets Sees Extended BoC Hold
Canadian Dollar climbed sharply after a blockbuster November jobs report, which easily surpassed expectations and rein... Read more
JGB Yields Climb, BoJ Hike Bets Rise, And Yen Risks Triggering Carry Unwind
Japan remains the center of attention in an otherwise quiet Asian session, with traders focused on the relentless clim... Read more
Muted Reaction To Strong US Claims; Japans Bond Markets Flash Caution
Global markets have steadied heading into US session, with equity futures pointing to a flat open after yesterday’s ... Read more
Dollar Stays Weak Despite Small Bounce; Hassett Concerns Add To Pressure
Dollar attempted a mild recovery in Asia today, but the uptick lacked conviction and failed to alter the broader pictu... Read more
Dollar Extends Losses On Deepening Labor Weakness, Euro Leads Weekly Gains
Dollar selling intensified again in early US session after another weak ADP employment report, marking the fourth decl... Read more
Markets Await US ADP And ISM Services As Dollar Drops Further
Risk sentiment was mixed in Asian trading today. The Nikkei outperformed thanks to a rebound in SoftBank and renewed e... Read more
Gyrostat Capital Management: The Hidden Architecture Of Consequences
When Structures Themselves Become A Risk In portfolio construction, risk is rarely where we look for it.... Read more
UK Political Noise Weighs Slightly On GBP, FX Board Shows No Clear Theme
Sterling weakened slightly today as markets digested last night’s abrupt resignation of OBR Chair Richard Hughes, wh... Read more
Markets Stabilize After Robust JGB Auction, Retroactive US Tariff Relief For Korea
Market sentiment steadied across Asia today, with most assets drifting in tight ranges after Monday’s volatility. Th... Read more
Dollar Slumps As Yen Surge Triggers Position Unwinds
Dollar fell broadly today, though the move lacked a clear single trigger. Fed expectations barely shifted, with Decemb... Read more
BoJ Hike Back In Play After Ueda Comments; Yen Surge And 10Y JGB Yield Breakout
Risk aversion returned to Asia at the start of December, lifting Yen sharply across the board. The shift in sentiment ... Read more
Quiet Markets, Technical Outage, And A Dollar Still Stuck At Weekly Lows
Markets were broadly quiet today as holiday conditions dominated trading, with liquidity thinning further after a majo... Read more
Japan Data Beats But Yen Lacks Traction; Dollar Heads For Worst Week Since Mid-Year
Japan’s data releases were surprisingly strong today, with both industrial output and retail sales showing impressiv... Read more