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Chris Becker
02.11.23 Macro Morning By Chris Becker - Nov 02, 2023

The US Federal Reserve held rates overnight which gave risk markets the impetus to rise further as the latest ISM manufacturing data disappointed to the downside. Wall Street rallied strong with...

David Llewellyn-Smith
Australian dollar rockets with stocks By David Llewellyn-Smith - Nov 02, 2023

DXY held its range:AUD took off:CNY peg is rock solid:Oil was gazumped:Dirt has improved only slightly:Miners are rangebound:EM still sick:Junk firmed:As yields plunged:Liberating stocks:It was a...

Chris Becker
01.11.23 Macro Morning By Chris Becker - Nov 01, 2023

A series of potentially good economic reports overnight gave more upside to equities while currency markets saw a broad return to strength in USD with European CPI moderating. European markets lifted...

David Llewellyn-Smith
Australian dollar Japanified By David Llewellyn-Smith - Nov 01, 2023

DXY looks like it might be consolidating before pushing higher:AUD was whacked:CNY going nowhere:Oil slumped:Dirt too:And miners:EM stuck:Junk on the ledge:Yields firmed:Stocks too:Credit Agricole...

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