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Geopolitics Everywhere, Panic Nowhere in Resilient Global Markets

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 global ...
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Dollar Mirrors Market Doubt, Sterling Saved, Yen Sinks

Dollar Mirrors Market Doubt, Sterling Saved, Yen Sinks
The past week delivered no shortage of surprises, yet markets ended it with remarkably little conviction. Key macro data and ...
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Bitcoin dances on a thin line as Japan and US policies clash

Bitcoin dances on a thin line as Japan and US policies clash
The Bank of Japan tightened policy on Dec. 18, lifting its benchmark rate to 0.75%, the highest since 1995. Governor ...
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The Day Ueda Ruined the Mood

The Day Ueda Ruined the Mood
December is finally here. Last month ended on a positive note – with a solid reversal of the early-November losses ...
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Dollar: Internal Weakness Plus Improvement Among Competitors

Dollar: Internal Weakness Plus Improvement Among Competitors
The USD index’s peak began with the dollar itself, but the pound helped it along. The RBA may raise rates, ...
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Japan’s 20% crypto tax sets a new bar in Asia, pressuring Singapore and Hong Kong as retail costs fall

Japan’s 20% crypto tax sets a new bar in Asia, pressuring Singapore and Hong Kong as retail costs fall
Japan is quietly preparing the most pro-crypto shift of any G7 nation. According to multiple reports from local media, the ...
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Fed Messaging Chaos Nudges Dollar Higher, Not Higher Enough

Fed Messaging Chaos Nudges Dollar Higher, Not Higher Enough
Global markets closed last week on an uncertain footing. While bears appeared to have an upper hand, the control was ...
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Sunset Market Commentary – Action Forex

Sunset Market Commentary – Action Forex
Markets Risk-off remains the by default bias on global markets today even as there was little in the way of ...
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Investors Step Back From US Assets Ahead of Data Flood

Investors Step Back From US Assets Ahead of Data Flood
Last week delivered what should have been a moment of relief for global markets: the US finally ended its historic ...
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A Whirlwind Week Leaves US Assets Reeling Amid Tariff Turmoil

A Whirlwind Week Leaves US Assets Reeling Amid Tariff Turmoil
It has been a brutally volatile week across global markets, driven by a whirlwind of US tariff implementations, abrupt reversals, ...
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