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Chris Becker
10.01.24 Macro Morning By Chris Becker - Jan 10, 2024

A continued absence of catalysts saw risk markets remain rangebound overnight Wall Street putting in a wobbly return as European shares took back all their return gains. Meanwhile the USD rebounded...

David Llewellyn-Smith
Australian dollar free falls into China black hole By David Llewellyn-Smith - Jan 10, 2024

DXY is consolidating, but for lower or higher?AUD is in free fall still: CNY is a ceiling:Oil is hanging on:Dirt is not. China is not well:Big miners are accelerating down:EM dead:Junk is...

David Llewellyn-Smith
Australian dollar pushed higher by oil crash By David Llewellyn-Smith - Jan 09, 2024

DXY faded: AUD bounced:   CNY will cap the rally: Oil was smashed: Dirt too: Miners couldn’t rally: EM is dead: Junk party: As yields fell: And stocks took off: From the outset,...

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