Flows, fragility, and fallout — Dollar resilient, Europe shaky, Japan unsteady
The Dollar is showing it still knows how to throw its weight around. Beijing has turned the fixing…
Read MoreDollar strength pulling indices lower
Important news for the day Tue, 02nd, 16:00 CET US ISM Manufacturing PMI. Important data According…
Read MoreWhat should we take away from this summer’s economic developments?
Broadly speaking, the economic outlook for the global economy at the beginning of September remains largely unchanged from that at…
Read MoreUSD forecast: US Dollar slips ahead of NFP as Fed cut odds near 90%
USD follows forecasted bearish path, rejecting 99.00 and sliding into the 97.80 handle. CME FedWatch shows 89.7% probability…
Read MoreGold forecast: XAU/USD surges at $3,500, now testing all-time highs
Gold rallies to $3,500, fueled by Fed rate cut bets, a weaker dollar, and safe-haven demand. Previous forecast…
Read MoreBond yields surge, as political and fiscal woes start to bite, and Gold hits a new high
Bond yields surge, but UK is no outlier for now. Stocks slip, as the ‘September effect’ gets into…
Read MoreISM Manufacturing PMI ahead
Long term yields raise concerns in Europe. Eurozone inflation flat thanks to weak energy prices. ISM manufacturing PMI…
Read MoreBowman hints at three cuts this year, with US CPI due tomorrow
Trump-Putin meeting lifts hopes of a breakthrough. Nvidia/Arm deal sees Trump taxing US exporters. Bowman hints at 3…
Read MoreTreading water ahead of US CPI on Tues
EU mid-market update: Treading water ahead of US CPI on Tues. Historic Putin/Trump meeting confirmed for Friday, Aug 15th…
Read MoreMomentum meets complacency
S&P 500 couldn‘t really retest 6,360s Friday, it just rose with two intraday exceptions in a straight line.…
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