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David Llewellyn-Smith
Australian dollar bears keep Fed at bay By David Llewellyn-Smith - Feb 22, 2024

DXY is still easing back:AUD is trading sideways:North Asia is soft:Oil and gold soft:Dirt is up on the latest Chinese drivel:Miners fell anyway:EM was stable:Junk jaws are slowly closing:Yields were...

Chris Becker
21.02.24 Macro Morning By Chris Becker - Feb 21, 2024 1

Bond yields fell back amid the return of Wall Street which fell sharply as tech stocks dragged the edifice down while the USD went soft as dovish comments from the BOE didn’t help. The economic...

David Llewellyn-Smith
Australian dollar turns irrational By David Llewellyn-Smith - Feb 21, 2024

DXY eased last night:AUD popped:Not so North Asia:Oil fell:Dirt was mixed:Miners puked:EM yawn:Junk has stalled. Not good for stocks:Yields rallied:Stocks fell:Not much in data to report. Goldman...

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