Investors cautious as spotlight falls on US i...

Send a textDollar pulls back as Trump says Iran war is “very complete”. Oil fallssharply, inflation fears ease, investors add to rate cut bets. Wall Streetcheers Trump’s remarks, but downside risks remain. Gold rebounds aswell, ready to flirt with key $5,200 zone.Risk Warning: Ou ...  Show more

Send a textOil price rise scares both investors and the US administration. Dollar rally pauses, while gold’s inability to climb is surprising. Asian equity indices plunge, as European underperformance persists. Dollar/yen reached intervention levels; quiet data calendar today.Ris ...  Show more

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 ...  Show more

Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ...  Show more

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! — ...  Show more

Stocks closed well off their lows of the day, but a stark warning from JPMorgan CEO Jamie Dimon may be reason for investors to pause. We dive into what he said, and why markets might be missing his message. Plus Chinese stocks are on pace for their worst start to the year sinc ...