Dollar reign amplified by oil rebound, yen bu...

Up next

Dollar and oil strengthen as hopes for war end fade

Send us Fan MailTrump extends Hormuz deadline, but prepares to send more troops. Dollar flexes its muscles as oil extends rebound. Yen intervention fears intensify as dollar/yen tests 160.00. Gold slides but finds support, Nasdaq falls more than 2%.Risk Warning: Our services invo ... Show more

. 4min 2sec

Rumours of a weekend ceasefire fail to inspire risk markets

Send us Fan MailUS-Iran negotiations continue, but there is still ground to cover for anagreement. A weekend ceasefire could trigger a sharp correction in oil,supporting equities. Oil edges higher today, while gold surrenders the lasttwo days’ gains. Hawkish Fedspeak and another ... Show more

. 4min 34sec

Recommended Episodes

Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

Forward Guidance

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ... Show more

. 56min 14sec

Precious metals shine as markets open September

Moving Markets

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

. 10min 25sec

Markets rattle as data surprises and tariffs return

Moving Markets

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

. 13min 31sec

Economic Reacceleration or Growth Scare? | Weekly Roundup

Forward Guidance

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

. 1h 7min