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 ...
Read more 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 ...
Read more 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 ...
Read more 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 ...
Read more 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, ...
Read more 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 ...
Read more 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 ...
Read more 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 ...
Read more 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 ...
Read more 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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