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 Dollar Ends Mixed as AI Bubble Fears, US Shutdown, and Tariff Court Case Collide

It was another volatile week in global markets, defined less by fresh data and more by the growing weight of ...
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, ...
Read more A Series of Central Bank Meetings and Key (Geo)political Cliffhangers

Markets US data screamed stagflation but markets didn’t bother this time around. A steep drop in consumer confidence (University of ...
Read more Dollar at Crossroads: Rebound Possible, But Bearish Risks Intensify

Dollar closed the week broadly lower, with the only exception being its slight gains against the even weaker Yen. Risk-on ...
Read more Sunset Market Commentary – Action Forex

Markets Bear steepening of yield curves is the main – and only -expression of the new step-up in trade threats. ...
Read more Dollar’s Wild Week Ends in Uncertainty, Awaits Next Tariff Cue

Dollar faced significant volatility last week as shifting trade policy signals from the White House left investors scrambling for clarity. ...
Read more Sunset Market Commentary – Action Forex

Markets Not the start and the first measures from the Trump 2.0 administration nor a big eco data surprise and ...
Read more Fed Preview: Not Stealing the Spotlight

We expect the Federal Reserve to maintain the Fed Funds Rate unchanged at 4.25-4.50% in the January meeting, in line ...
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