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David Llewellyn-Smith
Australian dollar taken hostage by Iran By David Llewellyn-Smith - Jan 12, 2024

DXY is stalled:North Asia’s widowmakers are weak:Gold fell. Oil firmed:AUD fell:Metals are going nowhere:Miners down:EM shame:Junk hope:Yields down:Stocks eased:US CPI was a touch firmer than...

Chris Becker
12.01.24 Macro Morning By Chris Becker - Jan 12, 2024

The latest US CPI print saw risk markets again destabilise as the USD initially went higher alongside bond yields before a late turnaround. European shares continued to retrace lower while Euro itself...

Chris Becker
11.01.24 Macro Morning By Chris Becker - Jan 11, 2024

Risk markets were unable to make substantive moves higher overnight despite a solid session on Wall Street and a slightly weaker USD as ECB concerns of a European recession pushed most European shares...

David Llewellyn-Smith
Australian dollar rally meets the Widowmaker By David Llewellyn-Smith - Jan 11, 2024

DXY is moot:AUD stopped falling:CNY did not:Brent is dancing along the cliff:Dirt yawn:Mining smash:EM doom:Junk hope:Yield firm:Stocks party:The AUD rally has a new challenge, and it is...

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