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David Llewellyn-Smith
Australian dollar perfect Trump hedge By David Llewellyn-Smith - Mar 12, 2024

DXY firmed last night:AUD flamed out:Support from JPY:Oil and gold yawn:Copper wants up:Big miner retest of the lows on deck:EM lives!Junk meh:Yields await US CPI tomorrow:Stocks soft:Not much to...

Chris Becker
11.03.2024 Macro Morning By Chris Becker - Mar 11, 2024

Friday night saw the release of the latest US unemployment numbers, which came in softer than expected as headline unemployment rose. While the already soft USD continued to dive on the print, equity...

David Llewellyn-Smith
Australian dollar consumed by China’s Great Depression By David Llewellyn-Smith - Mar 11, 2024

DXY was roughly flat last night:AUD was firm:JPY is running:Oil isn’t. Gold is:Base metals were rejected:The big miner retest is coming:EM meh:Junk firm:Yields eased:Stocks fell a little:The US...

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