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Chris Becker
05.03.24 Macro Morning By Chris Becker - Mar 05, 2024

Overnight saw some calm return to most markets without any major economic catalysts, as bond yields moved slightly higher on firming expectations of a rate cut from the Fed while the USD slipped only...

David Llewellyn-Smith
Australian dollar destroyed by Trump By David Llewellyn-Smith - Mar 05, 2024 1

DXY eased last night:AUD is weak:CNY is in stasis forever now. What a global reserve it’s going make!Oil fell, and gold ramped:Base metals yawn:Miners yawn:EM yawn:EM junk is still leading risk...

David Bassanese
Powell & payrolls By David Bassanese - Mar 04, 2024

Global markets US stocks continued to grind higher last week following a key inflation report that was no worse than expectations. Optimism around the Q4 earnings reporting season also helped as did...

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