Markets Face Twin Tests: US Jobs Data And An Unsigned Iran Deal
Markets enter the new week balancing two major uncertainties: whether a proposed US-Iran ceasefire extension can evolv... Read more
US-Iran Endgame In Sight? Markets Vote For Peace As Oil, Yields And Dollar Fall
The dominant story across financial markets last week was not artificial intelligence, central banks, or economic data... Read more
Stocks Celebrate Peace And AI Boom, FX Markets Stay More Cautious
Global markets are ending the week firmly in risk-on mode, but the enthusiasm is far from evenly distributed. Equity i... Read more
EUR/USD Stalls Below 1.1660 As Dollar Refuses To Break Despite US-Iran Ceasefire Extension
Markets have spent the past 24 hours receiving what should have been overwhelmingly Dollar-negative news. Negotiators ... Read more
RBNZ Hints At Bigger Hikes As Kiwi Surge Accelerates: NZD/JPY And AUD/NZD Analysis
The New Zealand Dollar extended its powerful rally on Friday as investors interpreted the latest comments from Reserve... Read more
Dollar Drifts Lower After Inflation Data, But Iran Risks Limit Selloff
Dollar weakened broadly in early US trading today, though price action remained largely rangebound against most major ... Read more
Brent Oil Holding Below $100 Suggests Markets Still See Room For A US-Iran Deal
The market’s faith in an imminent US-Iran peace breakthrough has clearly weakened today — but it has not disappear... Read more
Iran Peace Hopes Collapse After New Strikes As Gold Eyes 4,000 And Silver Tests 70
The “imminent Iran peace deal” narrative collapsed violently across markets today. Just days ago, traders were agg... Read more
Oil Slips, Kiwi Jumps, Euro Firms As Markets Cautiously Price Iran Deal
Markets are still trading as though peace is coming — even though not with the same confidence seen at the start of ... Read more
EUR/CAD Rally Continues As ECB Officials Prepare Markets For June Hike
EUR/CAD extended its near term rally today as increasingly hawkish rhetoric from senior European Central Bank official... Read more
AUD/NZD Correction Risk Growing After RBNZ And Australia CPI, But Confirmation Still Missing
AUD/NZD may finally be running into a wall. After months of powerful upside momentum, today’s combination of a hawki... Read more
Oil Stabilizes Near Lows, Peace Trade Cooling But Not Collapsing
Optimism surrounding a US-Iran peace agreement faded slightly today. Fresh military activity and tougher negotiation r... Read more
USD/JPY Rising Again, Markets May Test Japan Before They Test Iran
The powerful “peace dividend” trade that swept through global markets earlier this week is beginning to lose momen... Read more
Euro Fights “Two-Front War” Against Sterling And Swiss Franc
At first glance, Euro looks healthy this week. Dollar is falling, oil prices are collapsing, and risk appetite is roar... Read more
Markets Rally On Iran Deal Hopes As Oil Crashes To $95
Markets began the week trading as if the Strait of Hormuz is already reopening — even though the final agreement has... Read more