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David Llewellyn-Smith
Australian dollar mauled as RBA to cut first By David Llewellyn-Smith - Feb 05, 2024

DXY is up and away:AUD broke a head and shoulders top and is in free fall:AUD positioning is not extreme and has room to fall:North Asia too:Oil puke:Dirt puke:Mining puke:EM meh:Junk puke:Treasury...

Chris Becker
05.02.24 Macro Morning By Chris Becker - Feb 05, 2024

Market expectations are elevated to say the least with a super strong US jobs report on Friday night followed by strikes in the Middle East, with Wall Street hitting a new record high due to very...

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...

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