US jobs data paint mixed picture, Katayama ta...

Send us a textGold and silver pull back from records after Trump holds off from attackingIran. Oil also tumbles, but Greenland remains a concern. Stocks mixedafter Wall Street closes in the red on disappointing bank earnings. Dollarslightly firmer, yen finds some support.Risk War ...  Show more

Send us a textCommodities in the spotlight; gold and silver print fresh all-time highs. Oil climb stops, as Trump “likes the price of oil at $53 a barrel”. Dollar rally pauses; focus shifts to a busy Fedspeak and data calendar. Japanese bond yields surge, dollar/yen reaches inter ...  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

Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ...  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