Dollar slumps, gold breaks $4,700, as Greenla...

Send us a textRisk asset recovery attempt hinges on Trump’s speech and the US Treasury 20-year auction. A conciliatory tone from Trump might please markets but will Europeans be satisfied? US Supreme Court to hear arguments on the Fed’s Cook firing today. Japanese bond yields dro ...  Show more

Send us a textTrump’s tariff threat pushes risk assets lower and gold higher. EU retaliation is on the cards, the dollar feels the brunt. US bank holiday today, focus shifts to the WEF in Switzerland. Japanese bond yields disapprove of the anticipated snap elections. Risk Warning ...  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