Dollar sinks, gold surges as 50bps Fed cut ba...

Send us Fan MailUS President rejects fresh Iran proposal, raising risk of renewed hostilities rises. Newsflow triggers muted risk-off reaction; oil bounces higher. US equities remain buoyant ahead of key US data and Warsh’s Senate vote. Dollar/yen rises, fresh intervention likely ...  Show more

Send us Fan MailDollar rebounds amid renewed Hormuz uncertainty. Inflation concerns reemerge ahead of nonfarm payrolls. Japan’s wage data support BoJ rate hike case. Wall Street pulls back but outlook remains bright.Risk Warning: Our services involve a significant risk and can re ...  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

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 ...  Show more