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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,...

Chris Becker
09.01.24 Macro Morning By Chris Becker - Jan 09, 2024

An absence of news and catalysts saw risk markets rebound overnight following the volatile reaction to the December US NFP print from Friday night with Wall Street lifting strongly as tech stocks led...

Chris Becker
08.01.24 Macro Morning By Chris Becker - Jan 08, 2024

Friday night saw the December US NFP print mixed in a weak ISM services print which resulted in a lot of intrasession volatility on Wall Street and in currency and bond markets. US stocks barely got...

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