Sitemap - 2024 - The Dark Side Of The Boom

The Curtain May Be Closing In 2024, But the Drama on Wall Street is Set To Intensify

Bracing for a Slippery Penultimate Trading Day of 2024

The Weekender: Markets Grapple with Year-End Adjustments and Regulatory Rebalancing

Stocks Stall in Thin Post-Holiday Trade as Investors Brace for Year-End Squeeze and Repo Strain

China's latest 3-Trillion Yuan Financial Juggernaut

Bank of Japan Tiptoes Around the Prospect of an Imminent Rate Hike

A Snapshot of Wall Street's Key Forecasts for 2025

The Weekender: Investors Steady Themselves Amid Slippery Conditions

FOREX: Tariffs and Debt Ceiling Risk Add to a Stressful Week for Markets

The Fed Induced Market Mayhem Subsides

FOREX: USDJPY A Sitting Duck ?

Post-FOMC Carnage: A Stark Shift in Monetary Policy Outlook Signals a Turbulent New Reality

FOREX:Steering Through Fed Guidance and Rising Tariff Risks

Will the Fed Confirm a “ Hawkish Cut.”

FOREX: Decoding Bond Market Dynamics: Key to Your First FX Trades of the Year

US Markets Sizzle, While Global Markets Fizzle ( updated version)

FOREX: Federal Reserve Week—The Key Lies in the SEP and Post-FOMC Press Conference Details.

Asia Open: Investors Eye Bull Run Extension Amid Global Monetary Easing Wave

Pre Asia Open: Tech and Communication: Santa's Leading Reindeer in the Holiday Rally

The Weekender: As Bond Markets Recalibrate, TINA Still Stands Tall

FOREX : Is Beijing Set To Devalue the Yuan ?

OIL MARKETS : More Sanctions On Russian Oil on the Way

Preparing for an Inflation Uptick

FOREX: China Stimulus—Another False Dawn or the Real Deal?

Beware of The China Stimulus Syndrome

Amid Tech War Trumbles, Pre-CPI Jitters Ripple Across Trading Floors

FOREX : Bolts From the Blue

Amid Geopolitical Hotbeds, Asia Starts the Week with Cautious Optimism

Golden City FX

OIL MARKET: Pressure Among OPEC+ Member Mounting?

The Weekender: US Equity Markets Shine as Shoppers Steal the Spotlight ( Updated Version)

FRIDAY FOREX FOLLIES: Japan Wage Data Tips The BOJ Rate Hike Scales

The Cautionary Canary Makes An Appearance Ahead of NFP

FOREX: The Wild Child ( USDJPY ) Is Back in Play

Asia Open: Major Indices Lighting up Like Wall Street’s Christmas Tree.

FOREX: All Eyes Shift to Paris at 4 PM CET

Asia Open: Turmoil in Korea, A Nation on Edge

FOREX: Multiple Moves on the FX Chessboard

Primed For The Fabled 'Santa Melt Up'

FOREX: A Data-Heavy Week for the Dollar Amid Trade War Risks

Another BRICS In The Trade War Wall

World Trade War II : "Go Find Another Sucker" Trump Warns The BRICS Crew

The Weekender : America First

FOREX: The Yen Sizzles After A Red Hot Tokyo Inflation Print Dazzles

FOREX: OAT- BUND Spread Narrows for Now

FOREX: A French Fright

Wall Street slips Into a Quasi-Hibernation for the Thanksgiving Stretch

FOREX: Watch for Month-End Dollar Selling on Portfolio Rebalancing

US Stocks Rocketed to New All-Time Highs

FOREX: First Ripple in a Storm of Trump's Social Media Bombast

Hold the Press , Tariff Man Is Back

Lower Yields and a Softer Dollar Set to Brighten Asian Markets on Tuesday

FOREX: Bessent and the " 3-3-3"

The Bessent Bounce

The Light at the End of the Tunnel: The US Dollar Charging Ahead Like a Freight Train

THE WEEKENDER : US Exceptionalism

Friday Forex Follies: Don't Overthink It , But The Easy Money Has Been Made

Asia Open: A Show of Resilience Amid the Looming Shadow of President-Elect Trump ?

FOREX: Navigating the Digital Frenzy, FX Markets Still Pack a Punch

Nvidia : When Great Isn't Enough

FOREX : Waiting For The Treasury Secretary Shoe To Drop

Make no Mistake—This week is Nvidia’s Stage

THE DOGE ( Department of Government Efficiency) EFFECT

FOREX : The Warsh Effect

Global Trends Signal a Calm Day Ahead for Asia

FOREX: Who Will Be The Next Treasury Secretary?

As Financial Conditions Tighten, Global Stock Outflows Typically Heighten

When Will The Yuan Come Under Siege?

What's Going On With Gold?

The Return Of The Inflation Dragon

The Weekender : With Trump Back in The Driver’s Seat, Nothing is Off-Limits ( corrected version)

Friday Forex Follies: The Tip of the Iceberg & Time to Join the Dollar Rally Wagon

Fed Chair Jerome Powell Delivered a Dose of "Unvarnished Truth"

What If Trump Tariffs Return With A Vengeance ?

Gold : The Century Old Ebb and Flow

FOREX: It's Just The Tremors , Before a Full Blown Dollar Tsunami

Rate Cut Optimism Fuels the Rebound Rally

FOREX: Trump 2.0 – A High-Stakes Economic Rollercoaster for Global Markets

Asia Open: Higher Treasury Yields Finally Put The Brakes on the Sizzling Post Election Rally

FOREX: Trump Rolls Out His China Hawk Pageant

Asia Open: China's 1 Trillion Export Problem, Sends FX Traders on Yuan Watch

FOREX: The Euro is Feeling the Heat

Asia Open: US Markets Roar, But China’s Caution Dims the Shine on US Exceptionalism

Pre Asia Open: The Trump Bump

Asia's New Flock: The Rise of Wild Geese in the Global Economy

The Weekender: Red Sweep at Night , A Traders Delight

Friday Forex Follies : Trump 2.0

Perception Points to Smooth Sailing into Year-End

FOREX: Time To Recalibrate As We're Heading Into The Tricky Phase

ASIA FX: Traders on Currency Watch

The Trump Trade Bursts Into Action

FOREX: EU Faces the Protectionist Abyss, and Asia FX Braces for Tariff Turmoil

Asia Open: This time around, all eyes are on Congress as much as the White House!

FOREX: Early Voter Trends In Focus

As We Shift from FiveThirtyEight to Election Mode, Markets Remain Gridlocked

FOREX: Barreling Towards Its High-Stakes Finale

OPEC+: Throwing Yet Another Curveball

Pre-Asia Open: Entering The Final Stretch

The Weekender : A Tale Of Ever-Deeper Deficit Spending

Friday Forex Follies: Staring Down Both End's of The Coin Toss

U.S. Election Jitters Suck the Air Out of the Room, and Mega Cap Earnings Miss the Mark

FOREX: Narrowing Rate Differentials Signal a Capped Dollar, Primed for Correction

Blockbuster Hiring and American Spending Sprees Set to Complicate the Fed's December Move

FOREX: JOLTS Data Temporarily Dulls the Sharp Edge of the Dollar Rally

Amid Election Day Tremors Rocking Treasuries, Investors Finally Caught a Break

FOREX: Trump Trade 2.0 and the Broader Outlook

Asia Open: Walking On Eggshells

FOREX: Hedging The Sting in the Tail

ASIA OPEN: Bracing for a Tilt-The- World Week

Israel-Iran Tensions Escalate: A Dangerous New Chapter?

The Weekender: Election Speed Bumps Ahead

FRIDAY FOREX FOLLIES: A Momentary Correction for the US Dollar?

Tesla Triumphs While US Bond Yields Hit the Brakes

FOREX: MOF Jawboning and Narrowing In Betting Polls Temporarily Dull Dollar Rally

Wall Street Gripped by Election Anxiety

FOREX: The King Dollar Flexes His Muscles

Spiking US Yields Spook Investors as Political Storm Clouds Loom on Both Sides of the Pacific

US Election Primer: Navigating Treacherous Fiscal Waters, No Matter Who Wins

FOREX: The Perfect Political Storm Sends the Yen into a Tailspin

Earnings Take Center Stage as the Trump Trade Reignites

FOREX: Traders Increasingly Price in a Trump Victory

Asia Open: Never Underestimate the Spendthrift US Consumer, But What About the Chinese Consumer?

FOREX: Trump Trade Gains Momentum, but Treasuries Remain Hesitant

Asia Open : The Disinflationary Tug From Lower Oil Prices

Tech Rebounds After Yesterday's Hiccup, With Focus Shifting to TSMC Guidance

FOREX: US Election Risk is Creeping In

A Tech Snafu Drags US Stocks Down, as Investors Grapple with an Untidy China Market

FOREX :Falling Oil Prices Boost Yen, Potentially Capping Broader Dollar Rally

Global Investors Remain in the Fog on China, While Wall Street Charges Ahead Like a Runaway Train

FOREX: Casting A Wide Net

Asia Open: Anticipated a Big Gun Stimulus Salute, Delivered a Vague Set of Nuts and Bolts

The Weekender : The Bull Marches On

Friday Forex Follies

FOREX: Were the Falling US Yields Post-CPI Really a Head-Scratcher?

Inflation Obsession Takes Center Stage, If Only for a Day

FOREX: Waiting For The Next Shoe To Drop

Federal Reserve Rate Cuts Provide a Strong Tailwind for Stocks

FOREX: US Dollar Exceptionalism Holds Strong, and Watch Out For The Trump Trade Comeback

China Fizzles as the U.S. Sizzles

FOREX: The Euphoric Dragon Boat Ride Has Taken A Sharp U Turn

A Turbulent Monday for Markets

FOREX: More Questions Than Answers on the 'Blockbuster' US Jobs Report

Asia Open: Markets Kick Off on a High Note

The Weekender: The Reflation Trade Arrives ( amended to include an additional chart)

FOREX: Yen Recovers Thanks to Political Support

NFP Day: Oil's Dark Shadow Looms and Payrolls Always Throw Curveballs

FOREX: Awaiting Israel's Next Move as USDJPY Eyes 150

ASIA FOREX OPEN: Another Japanese Policy Head Scratcher – Is Something Getting 'Lost in Translation'?

Middle East Caution Continues to Grip Investors

FOREX: Middle East Turmoil Takes Center Stage

ASIA FOREX OPEN: Middle East Lingering Tail Risks

Middle East Powder Keg on the Brink of Igniting

FOREX: Decoding Chair Powell's 'No Rush' Stance ( corrected version)

Asia Open: How Long Can the Bullish Waves Last? ( Corrected Version)

FOREX: Ishiba Will Back BoJ Normalization, Paving the Way for a Stronger Yen

The Weekender: Navigating the Whirlwind, It's All About Catching Waves & Reading Currents

FOREX: Shigeru Ishiba Rides to the Yen Bulls' Rescue

China Policymakers Go Full Throttle as the Atmosphere Buzzes

FOREX: Month-End Rebalancing Drives Dollar Demand

Economic Data Under the Microscope, but Surveys May Be Skewed by Politics

FOREX: Action Might Be Brewing in EUR/USD

The Confidence Board Sends an Ominous Signal, but Nvidia and China Steady the Ship for Now

FOREX: China Policymakers Act on the Whispers

Sifting Through the Latest Fed Musings

FOREX: Pivoting to European Currencies This Week

The Weekender : Twists & Turns

FOREX: Stronger Yen Taming Inflation, Says BoJ Chief And Fuels Yen Selling

On Second Thought, 'Insurance Cuts' Seem Good for Stocks

What Were Yen Traders Smoking This Morning ?"

Traders Return to the Drawing Board After the Fed's Dovish Dud

FOREX: Bracing for Serious USDJPY Whiplash

The Question Is: Are We Overextended on Rate-Cut Bets, Setting Up for a Head-Over-Heels Tumble?

FOREX: Bearish Dollar Bets Continue to Consolidate

Markets Savor a Big Rate Cut, But the Main Course Awaits with Jay Powell

FOREX: The Yen Remains the Best Game in Town

Equity Ebullience Isn’t Universal—Just Ask China

The Weekender: It's Not Just the First Rate Cut, But the Tempo Ahead

FOREX: Is It Time for the Fed to Adopt Forward Thinking?

A Feedback Loop of Market Bliss

FOREX : Don't Expect The ECB To Wax Dovish

Nothing Here Screams “Stop The Rate Cut Music.”

FOREX: U.S. Rates Market Faces Pressure from Multiple Fronts

Asia Open: Oil Price Drop Gives the Fed Plenty to Chew On

Investors Continue to Defy Seasonal Odds

FOREX: Keeping Powder Dry Ahead Of US Election Debate ?

Markets Still Hover in the Realm of Cautious Optimism

FOREX: 25 bp Cut Likely per Waller, But Harris-Trump Debate Might Steal the Spotlight

Investors Caught in a Wait of Uncertainty ( Updated)

The Weekender : A Rough Week At The Office

FOREX: The Granddaddy of Macro Inputs Returns – It's NFP Time Again

The Glaring Disconnect: Investors Pin Hopes on Miracles That May Never Materialize

FOREX: Rate Cut Optimism Heavily Priced In

Risk Sentiment Shaken by JOLTS Report

FOREX : USDJPY Heading South

Resurgence of Growth Fears

FOREX: The Dollar Awaits Its Next Major Test

Asia Open: Navigating a Seasonally Gloomy Tunnel

FOREX: Dollar Bears Seek More Fuel to Sustain Momentum

Pre-NFP Housekeeping Underway

The Weekender: Markets Edge Cautiously Higher

FOREX: JPY Remains Neutral Amid Hot Inflation, Consolidation Entrenches

FOREX Asia Open: Dollar Clings to Fight, But How Long Can It Last ?

The Fed Maintains Course on Soft Landing Glide Path

Trading Stocks Into The NFP

FOREX: Dollar Enters Bearish Consolidation Phase

FOREX ASIA OPEN: A Dollar Reprieve

Nvidia: The Flagship Suffers a Significant Blow

FOREX : Wiggle Room For a Mini-Dollar Comeback ?

FOREX Asia Open: In Search of the Next Major Catalyst

Nvidia: The 800-Pound Gorilla in the Crowded Room

FOREX: Market Positioned to Counter Dollar Rallies

FOREX Asia Open: Dollar Holds Firm Amid Geopolitical Risks

Nvidia in Focus as a Macro Date with Destiny Approaches

FOREX: JPY Takes the Path of Least Resistance

Will Nvidia Steal the Show This Week?

Focus Returns to the Fed's Terminal Rate ( revised)

Chair Powell Affirms: 'The Direction of Travel Is Clear' Rate Cuts Are On The Way

FOREX ( part 2) : Will Powell Simply Stick To The Script At Jackson Hole ?

FOREX: Powell in the Spotlight , But Don't Forget About Ueda’s Appearance in the Diet

Does The Fed Have The Backbone To Go Big ?

FOREX: The Sky Is Not Falling But Clouds Are Definitely Looking Darker ( US Dollar)

Bears Stalk the Oil Patch While the Gold Rush Continues

NFP Revisions Serve as Another Wake-Up Call for the Fed ( updated)

Is The Market Poised to Deliver a Swift Blow to the Dollar ?

The Rally Wagon Hits a Speed Bump

FOREX: Will the Dollar Drift or Break Down?

Betting Big On A ‘Goldilocks’ Scenario For The US Economy ( revised)

Rate Cut Fever Is Driving Risk Assets Higher.

FOREX: The Dollar’s Still Got A Date With Gravity

Morning Forex : New Market Pulse Checker In Town

The Disinflation Trend Is Unfurling But Not Quick Enough for the 50 Mission Rate Cut Crew

FOREX: The US Dollar Took A Nose Dive , And Lots More Room To Fall.

Wall Street Is Back In The Grove

FOREX : Bank of Japan Seemingly Playing Ostrich

FOREX ( Asia morning edition) :Geopolitical Drama

Stocks Stall as Gold and Oil 'Tinderbox Hedges' Dominate Trading

FOREX: I Think JPY Will Increasingly Be Perceived As a Safe Haven Currency.

This Week's Worry? Stagflation In A Crowded Theatre ( Revised)

Bracing For The Next Big Swing ( Revised)

FOMC : The 12 Wise Monkeys

FOREX: Put Me In The Overreaction Camp

US Markets Surge On A Whiff Of Surprisingly Good News

FOREX : How Much More USDJPY Does The Street Need to Unwind

Blaring The Bear Market Siren

FOREX: Bank Of Japan Reacts To Monday's Melt Down ( Revised)

Yet Another Turnaround Tuesday

FOREX: The Dollar Is Still A Wounded Duck

Falling Knives Have Hit The Floor

The Morning After

The VIX Takes No Prisoners

FOREX: Time to Sell the Dollar

Decoding Value-at-Risk (VaR) Sell Off

Asian Markets Gear Up for a Rocky Start

Misery Begets Misery : Navigating the Surge in Market Volatility

Investors Face A Sophie's Choice Of Bad Decisions

FOREX: Overshoots and Undershoots ( Revised)

Knocking on September’s Rate Cut Door ( Revised)

The Bank of Japan Didn't Rock The Boat , The Federal Reserve Is Up Next( revised )

Inline Earnings Simply Isn't Good Enough & Look Out Below Below Say's This Yen Trader

Bank Of Japan: Snatching Defeat From The Jaws Of Victory ?

FOREX: The USDJPY 151.50-152.00 Bermuda Triangle

Investors Gear Up for Earnings Deluge and Critical Fed Update

Yen Takes a Bullish Jog Amid Tokyo Fix Frenzy

The Calm Before The Storm

Week Ahead: Will The Rollercoaster Be On Full Swing Again?

FX Traders Don't Head On Vacation Just Yet

US Political Madness: A Tale of Twists, Turns, and Treasury Yields

Stocks End On A High Note, “Volmageddon” Might Have To Wait

Forex: Long Yen Is A Key De-Risking Trade

Stocks Have Ventured Into Choppier Waters

FOREX : Yen Moves On A Nudge From Above ?

A Hyperscalers Hiccup Sends Investors Into A Tailspin

FOREX : The Yen Is The Talk Of The Town

Mega-Cap Sentiment Teetering On A Shaky High Bar.

FOREX : Swimming In Tranquil Waters

Markets Waltz Through Political Drama And Hop To The Beat Of A Tech Turnaround

FOREX: Dollar Barely Dented Amidst Abundance of Dirty Laundry in Currency Hampers ( Revised)

Markets Process New Electoral Calculus

Investors Pin Hopes on Tech Giants' to Reverse Recent Market Weakness

Trade War 2.0: The Reckoning

Nosedives, Blue Screens of Death, and a Turning Point for the Yen?

FOREX: Trump & The Dollar

Rumours Of Biden Dropping Out Swirl

Jitters on Wall Street: Yet Another Tech Shakeout

FOREX: A Yearning For Yen

The Start Of A "Teutonic Tech Trashing" ?

FOREX: Federal Reserve Easing vs. the Impact of the Trump Trade

Stocks Reach New Record Highs as Investors Dance to New Tunes

The Trump Trade Underpins The Greenback

Markets Take US Politics In Stride

FOREX Markets Stay Cool Amidst The Political Melee

How Will Markets React to the Weekend's Shocking Attempted Assassination of Trump?

Wall Street's Persistent Ascent: A Week of Triumph and Tumult

FOREX: Yen Takes Center Stage with Bank of Japan In Rate Check Mode.

A Cool CPI Signals Potential for Three Fed Cuts in 2024

Forex Market Awaits CPI Report

A High-Stakes Game of 'Guess the Future'

Powell's Remarks Fail to Stir FX Markets; Eyes on US CPI for Movement

Chair Powell Hints At Rate Cuts Amid A Subtle Symphony of Economic Signals

Markets Are Gliding Through Political Turbulence, But Keep That Umbrella Handy

The S&P 500 Extends Record Run After Jobs Report: See No Evil, Hear No Evil & Speak No Evil

Forex: All Roads Lead To Friday's Non Farm Payroll

Powell's Remarks Play Disinflationary Music to Market Ears

PCE Data Takes a Backseat as Debate Fallout Resonates Globally

S&P 500 Edges Back from Record Highs as Bond Yields Rise

Cutting Rates Might Be The Most Effective Strategy To Reduce Inflation In The U.S.

US Consumers Are Feeling The Pinch Of Higher Prices

Rate Cut Optimism Drives US Indexes To Fresh Record Highs

Rates Traders Are Now Fully Expecting Two Cuts This Year

As France Teeters On The Political Cliff Edge , US Stocks Rally

The Inflation Dragon Might Be Losing A Bit Of Its Fire

Policymakers Were Handed A Gift-Wrapped Box Of Inflation News

US Economic Data Is As Clear As Mud

A Pivotal Week For The Yen

Weekly Market Wrap: Dazed and Confused

Are US Consumers Finally Feeling The Pinch ?

FX Weekly: Still Sailing In A Sea Of Calm,But What If A Bolt From The Blue Strikes

Where Do We Go From Here? Exploring Paths Forward

Cooler Data Striking A Favourable Chord?

FOREX: Was The New York Fed’s Latest Inflation Expectations Survey A Canary ?

Asia Open: PPI To Test The Soft Landing Narrative

"FOREX Update: BoJ Reduces Bond Purchases in Daily Operations, Yet....

Asia Open: Inflation and Tariffs Take Center Stage in Discussions

The Dark Days Of Summer

FOREX: Weaker US Economic Outlook Gaining Traction

Asia Open: Rate Cut Optimism Fuelled by Higher US Jobless Claims

FOREX: Bank Of England Up Next

Asia Open: US Inflation Data In The Market Purview

FOREX: FX Traders Are Already Looking Ahead To Next Week's Inflation Data

Asia Open: Living Vicariously through Rate Cut Expectations

US Election Risk And The Markets Blind Spots

FOREX: Cross Asset Volatility Is Ebbing

Asia Open: The Coming Days Might See Market Bears In Hibernation Allowing Bulls To Run Free

FOREX : Weaker NFP And A Dovish Chair Powell Should Revitalise US Dollar Bears

Data Void

Weekly Wrap: A Definitive Path to Rate Cuts, Even if Postponed Until September

FOREX: A Soft NFP Report Could Open The Door To Further US Dollar Weakness

Early Asia Wrap: Is the NFP Cat Out Of The Bag?

NFP: The Ultimate Litmus Test for Doves vs. Hawks and a Central Bank Intervention Masterclass

FOREX : Powell Keeps Dollar Bulls In Check

Asia Open: The FOMC Whipsaw and More Yen Intervention in Focus

FOREX : We Could Be In For Some Big Moves,Watch Out For VAR Deleveraging

FOMC: Anticipating What's on the Horizon

Asia Open: No Tap Dancing Around Inflation Concerns

FOREX: Room For The Dollar To Climb Ahead Of The FOMC

Asia Wrap : Data Fuels China Optimism

Asia Open: FX Market Still On Intervention Watch

Gearing Up For A Busy Week : It Typically Doesn’t Get Any Bigger Than This.

FOREX: MoF Thought To Have Intervened

Pre Asia Open: Yet Another Crossroads For Equity Markets

Earnings To The Rescue Amid Rekindled Hope For Inflation Seasonality

FOREX : BOJ And What Now For USDJPY?

Asia Open: For a one-word description, "Goldilocks" doesn't quite fit the bill today

Amid Macro Skepticism , Alphabet And Microsoft Shone Through

FOREX: Relentless Yen Selling

Meta Takes A Guidance Slide Amidst The Battle Between Yields and Earnings

FOREX: Politicising The Dollar

Earnings Deliver In Spades

FOREX: Consolidation Mode But The Dollar Remains In The Driver Seat

Gold & Oil Prices Tumble As Middle East War Premium Risk Evaporates

After Monday's Relief Rally, Attention Shifts to Earnings and Policy Fronts

FOREX: Does The BoJ Draw A Line In The Sand

Asia Open: A Busy Week As The Fed Goes Dark

Pre Asia Open: For US Equities, The Higher For Longer Rate Bell Tolls

Weekly Wrap: The Not So Impervious US Equity Market

Asia Wrap : Grappling With Political Risk

Israel vs. Iran: Fear of Escalation Grips Risk Markets

Asia Open: Billowing Clouds Of Apprehension

Netflix in Focus as Stocks Grapple with 'Higher for Longer' Mantra

FOREX: Action Will Speak Louder Than Words

Are Higher Rates Stimulating The US Economy?

Asia Open: Investors Hunkering Down

US Stock Continue To Stumble As Traders Rethink Rates

FOREX: USD Is King Of The Hill

Asia Open: Asia Markets Face Mounting Pressures

Chair Powell Echoes the 'Higher for Longer' Mantra

FOREX: PBOC Adds Fuel To The US Dollar Strength

China Data: A Multitude Of Uncertainties

Asia Open: China In Focus

The US Economic Engine Is Running Too Hot

FOREX: Look For Volatility To Pick Up

Drone Attack: Nothing Flaring Risk Off ,So Far

Bonds and Gold: Keep Your Eye On The Ball

Hotter Inflation Scorches Investor Sentiment

ASIA FX: Duelling Currency Wrecking Balls

A Price Pressure Reprieve But A Sticky Services Proposition

FOREX : Will Tokyo Intervention Threats Start To Ring Hallow

So Much For Whispers,CPI Comes In Way Too Hot

FOREX: Was The Warmer CPI's in January and Febuary A Seasonal Blip ?

Whispers Of A Softer CPI Print

Algo Trading : Rage Against The Machine

FOREX: Reluctance to Buy Dollars

Investors Are Finding It Difficult To Run With The Risk-On Baton This week

FOREX: Why Isn't The Dollar Stronger ?

Asia Open: Finding Ones Bearings

Pre Asia Open: Earnings season is in the purview but the spotlight is still on this week's March CPI and PPI

Gold: All That Glitters

OIL OIL OIL

Jobs Jobs Jobs

What's The Scoop With The Influx Of Prop Shops Opening At Reputable Brokers ?

FOREX: Time To Sell The Dollar Again ?

War Drums Beat: Growing Sense of Widespread Geopolitical Unease

FOREX : Crossroads

Asia Open: A Pause In The Bond Market Rout

A Challenging Rebound Effort

FOREX: Resistance at DXY 105

US Close: Good News Is Bad News Ushers In Q2

FOREX: King Dollar

The ISM Sends An Ominous Inflation Warning Shot Across the Bow

Asia Open: A Bountiful Start To the Quarter, But Traders Do Find Themselves In That All To Familiar Position To Start The Month

Pre Asia Open: Good News On Good Friday

Reading The PCE Tea Leaves

Bears Have Been Standing Before A Steamroller So Far This Year

FOREX: Betting Against The Dollar Could Be A Challenge Over The Short Term

A Rosy Turn In The Market

FOREX: Every Which Way But Directional

Supply Chain Woes Rock The Boat

Asia Open: Context Is Everything & Xi's Personal Touch

FOREX & Asia Wrap: Cautious Start To The Week As Month End And PCE Looms

Waiting For The All Clear On PCE & Earnings Season?

FOREX: Verbal JPY intervention, & China state banks buy CNY.

PCE Week : But The Narrative Feels All Too Familiar

Pre Asia Open: Rate Cut Fever

FOREX: The Dollar Will Surely Weaken In The Month's Ahead

Rate Cuts : Is The " Writing On The Wall"

FOREX: Limited Scope To Sell The Dollar Over The Short Term ?

FOREX: PBOC Unshackling The Yuan

US Market Close: Don't Stop The Music

FOREX: The Dollar Hanging Tough On Higher Terminal Rate Chatter

Just What Dr Markets Ordered: An Uneventful FOMC

FOREX : Has Enough Changed For Powell To Deviate From His Previous Stance ?

US Market Close : Buy The Dip

PRE FOMC Primer

FOREX: Bank of Japan Crosses The Rubicon

US Stocks Rally Into Higher Yield Headwinds

FOREX : Will The Fed Or Any Other Central Bank Stoke FX Volatility

Asia Open: Bracing for Policy Overload with BoJ and Fed in Focus

Pre Asia Open: The Cautious Countdown To The Fed

FOMC Preview: Continuing Pause Amidst QT Hints

Teetering On The Edge Of A Group Rethink

Superforecasting And A Pet Peeve Of Mine

FOREX: US Bond Yields Rule The Roost

Asia Open: It's Getting Hot In Here

FOREX : We Are Still In A Very Low Vol Environment

Asia Open: BoJ The Final Countdown

PPI Is Now In The Market Purview

FOREX : The BOJ Debate Rages On + Auz Biz TV Interview

Markets Loose Policy Asymmetry And The Yen

Asia Open: It Could Have Been Worse

Forex Update : CPI & The Yen

Markets Brace For A Key Inflation Test

Reality Check Monday?

Asia Open: China's CPI Inflation Spark vs Deflation In The PPI Pipeline

Pre Asia Open: Goldilock's " Just Right" Porridge

What You Need To Know To Trade The Yen This Week

Equity Market Recap: Rate Cut Fever

China : 5 % GDP Target Is A Bridge Too Far

Stocks Retreat As Nvidia's Bull Run Comes To A Screeching Halt

February US Jobs Market Data Holds Significant Importance in FOREX

Music To Investor’s Ears

USD on Soft Footing Ahead of NFP Report

Chair Powell: Status Quo

Still A Low Vol FX Regime, But That Could Change Soon

Broader Discomfort Within the Fed?All Eyes And Ears Are Trained On Chair Powell

NPC Hangover

Chair Powell Returns To Capital Hill

Asia Open: Focus Is On China's Annual Two Session and NPC Meeting

PRE ASIA OPEN: AI Fuelled Optimism

5100: Stepping Back From The Trees To See The Forest

ASIA OPEN :CHINA's PMI's & JPY IN FOCUS

Investors Skirt A Warm PCE Inflation Print

Asia Wrap : Bank Of Japan Was The Big Yen Mover

Rates Markets Have Shifted From Favourable Trade Winds To Subtly Challenging Headwinds

Twiddling Thumbs Ahead Of A US Data Barrage

Goldman Sees Gold Rising 6 % This Year

Bracing For A Busy Data Calendar

Asia Open : Profit Taking Might Be In Order

Pre Asia Open: The Fed's Favoured Measure Of Inflation On Tap "The PCE Deflator"

Will Yields Push Back Risk Assets This Week ?

Will AI Help Productivity Soar ?, The Fed Hopes So

Navigating Uncertain Times in the Oil Markets

Asia Wrap : It's No Bubble

Asia Open: Riding The Bull Of Optimism

BIG TECH RISES ON A PROMISING AI FUTURE

QT Will Taper Soon

Nvidia: NVDA Soars And Is By Far And Away The Biggest Shovel Provider For the AI Gold Rush.

NVDA: The Waiting Game

The Malaysian Ringgit and Thai Baht Face Persistent Depreciatory Pressures

NVDA: Investors Have Shifted Their Focus To Micro-Level Dynamics

CHINA 5-YEAR LOAN PRIME RATE FALLS TO 3.95 %

China's Travel Boom Spin Has Failed To Impress International Investors

Asia Open: Year Of The Dragon Travel Boom

Pre Asia Open : Coming Off Another Week Of Muddled Macro Messages

FX MARKETS: USDJPY Still In Focus

Weekly Wrap: It all boils down to what else: uncomfortably warm inflation data . Ugh

Asia Open: All Eyes On PPI

Retail Sales: A Holiday Hangover Or Something More Sinister

Despite The Inflation Bolt From The Blue, Bargain Hunters Return

CPI: A Bitter Pill

CPI: A Consensus Core Might Not Be Enough

Bracing For US CPI

Corporate America Is Delivering Strong Financial Results

CPI Revision Concerns Come To The Fore

The 5000 Summit Push (S&P 500)

Asia Open: The Fall In 10 Year Yields Is Providing Some Welcome Eye Candy

Asia Open: The US Economic Outlook Continues to Improve

The " 60 Minutes " Walk Back

Asia Open: Investors In Asia Will Get Their First Chance To Answer The Sizzling NFP

A Scorching Jobs Report

S&P 500 Surges Spearheaded By A Big Tech Revival

CRE Apocalypse

Everyone is in " Risk Management Mode"

FOMC : In no uncertain terms was this a dovish endorsement

It could be a hair-raising Wicked Wednesday, so buckle in.

Treasury financing estimate and refunding details take centre stage

WAR DRUMS BEATING AT THE ASIA OPEN

Pre Asia Open: Markets Debate The Juxtaposition Between Accelerated Growth And Moderating Inflation

A Cautious End To The Week As Event Risk Looms

Let The Good Times Roll

TESLA Fell Short Of Street Estimates, But Investors Are Still Basking In the Goldilocks Afterglow

Asia Open: Summiting To Fresh Peaks Despite The FED's Early Distant Warning Line

BOJ More Hawkish Than Expected

Asia Open: Into The Thick Of Mega Tech Earnings Season

Asia Open: With A Spring In Their Step

Trading The Week Ahead When The Fed Goes Silent

FX Blog : The US Dollar Rebound Has Been Broad-based, But It's A Noisy Week Ahead

A Goldilocks End To The Week

Stocks Rebound Despite Hawkish Send Off To The Week

Fed Waller's Remarks Continue to Reverberate Across Financial Markets

ASIA WRAP: A shift in the Waller doctrine & A giant question mark about China's Economy into 2024

Believe it or not Beijing met its annual growth target

Back To The Sticky Inflation Situation

It's Always About Liquidity

A Sluggish Start To Yet Another US Holiday Session

The Wisdom Of The Crowd: Rate Cut Fever ?

2 Year Treasury Yields Plummet

The Middle East Powder Keg Might Finally Explode

Earnings Season Kicks Off With The House Of Dimon

Not So Rotten To The " Super Core"

U.S. stocks ascend as the market anticipates consumer price data

Fingers Tapping Nervously

Emerging Picture: Federal Reserve on the Path to Normalisation

A notable week for inflation

Indeterminate Macroeconomic Landscape

The Nine-Week Winning Streak Comes to an End

The Dollar Turns Bid

Crystal Ball Season

Richly-Valued Equities Under Pressure

Tech Shares Wobble To Start The Year

Japan Earthquake Marks a Discouraging Start to 2024