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David Llewellyn-Smith
Australian dollar calls the Fed’s bluff By David Llewellyn-Smith - Feb 02, 2024

DXY fell:AUD dumped then pumped:North Asia helped:Oil slumped on Gaza peace hopes:Metals followed:Miners meh:EM meh:Junk meh:Treasuries do not believe Jay Powell hawkishness:Which lifted stocks:US...

Chris Becker
02.02.24 Macro Morning By Chris Becker - Feb 02, 2024

Another one-two punch of an interest rate meeting and US domestic economic print overnight saw bond yields and USD lower as the BOE met and did nothing while the latest ISM Manufacturing print was...

David Llewellyn-Smith
Australia dollar bashed by weak inflation By David Llewellyn-Smith - Feb 01, 2024

DXY is sideways:AUD did better as JPY fell:Brent puked:Dirt meh:Miners meh:EM meh:Junk meh:Yields fell:Stocks corrected on Google (NASDAQ:GOOGL) and the Fed:The Fed pushed back on rate...

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