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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...

Chris Becker
31.01.24 Macro Morning By Chris Becker - Jan 31, 2024

Overnight risk markets were again contained due to some further strong US economic data which saw bond markets selloff while the USD remained sanguine. Wall Street took back its start of week gains...

David Llewellyn-Smith
Australian dollar waits for the Fed By David Llewellyn-Smith - Jan 31, 2024

DXY is going sideways: AUD got a little bid: But won’t go far without North Asia: Any higher for oil and there’ll be trouble: Metals have warmed a bit: Not so miners: Nor EM: But...

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