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Chris Becker
18.01.24 Macro Morning By Chris Becker - Jan 18, 2024

Despite a run of stronger domestic US data overnight, Wall Street wobbled as the latest Chinese GDP (and population) prints turned off risk, with the USD continuing to strengthen against most of the...

David Llewellyn-Smith
Australian dollar free falls into rates shock By David Llewellyn-Smith - Jan 18, 2024

DXY is up and away:AUD is in free fall:Yet it can’t keep up with JPY:Oil and gold broke:Dirt was hosed:Classic miners up the escalator and down the lift:EM woe:Junk fade out:Yield spike:Stocks...

Chris Becker
17.01.24 Macro Morning By Chris Becker - Jan 17, 2024

The return of US traders to their desks on Wall Street overnight did not calm risk markets with further falls in European shares and the Australian dollar, which broke through the 66 cent level. The...

David Llewellyn-Smith
Australian dollar massacred by Fed By David Llewellyn-Smith - Jan 17, 2024 1

DXY is off to the races:AUD massacre:That giant sucking sound you can hear is north Asian capital flows:Oil and gold will get hit if it runs:Dirt yawn:Big miners bloodletting:EM too:Junk...

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