Trump sparks tariff confusion, dollar gains; ...

Send us a textEquities and gold gain while dollar’s rally pauses. US partial governmentshutdown in focus, Friday’s NFP is delayed. Aussie benefits from hawkishRBA meeting; more hikes on the cards. Yen remains on the back foot,focus firmly on Sunday’s election.Risk Warning: Our se ...  Show more

Send us a textGold and silver collapse on Warsh’s nomination and forced exit. Dollar rebounds ahead of NFP report; RBA decision on tap. Yen resumes slide ahead of key Sunday election. Wall Street pulls back, oil tumbles on US-Iran deescalation.Risk Warning: Our services involve a ...  Show more

Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ...  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

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

Global equities rebounded midweek, driven by a sharp rally in European luxury stocks and strong earnings from major US banks. US-China trade tensions remain in focus, with Treasury Secretary Bessent reaffirming a firm stance. The AI theme continues to dominate headlines, supporte ...  Show more