...

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 ...
Read more

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 ...
Read more

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

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

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

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 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

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’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

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

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 ...
Read more
12 Next