Rate cut bets boosted by surprise dip in US r...

Send a textTensions continue to build over Iran as Trump sets deadline for nucleardeal. Dollar climbs to one-month peak, eyes US GDP and PCE inflationdata. Oil surges to 6-month high but gold can barely grip onto $5,000handle. Yen flounders again, equities trade mixed.Risk Warnin ...  عرض المزيد

Send a textGold and oil jump amid fears US will attack Iran even as nuclear talksprogress. Dollar climbs to two-week high as Fed minutes confirm hawkishtilt. Wall Street edges higher on easing AI fears, Walmart earnings eyed.Aussie and kiwi outperform on rate hike bets.Risk Warni ...  عرض المزيد

This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ...  عرض المزيد

August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ...  عرض المزيد

Global markets have rallied following Federal Reserve Chairman Jerome Powell's dovish speech on Friday that opened the door to interest rate cuts. In response, stocks, bonds, gold, and crypto assets surged, while the US dollar has fallen. Asian equity markets are following Wall S ...  عرض المزيد

Markets faced a turbulent week, starting with caution amid hawkish Fed commentary and trade tensions, but ending on a more optimistic note thanks to a solid US inflation report. Global equities rebounded on Friday, though US equities still closed the week in negative territory. I ...  عرض المزيد