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David Llewellyn-Smith
Australian dollar lands hard By David Llewellyn-Smith - Dec 06, 2023

DXY is back:AUD puke:The peg:Oil is in trouble:Dirt gave up:Miners too:EM dead:Junk pause:Bonds are hot, hot, hot:Stocks are not, not, not:More weak US data delivered the Treasury heat. Goldman: Job...

Chris Becker
06.12.23 Macro Morning By Chris Becker - Dec 06, 2023

It was all about bond markets overnight with UK gilts and US Treasury yields falling sharply as stock markets continued their wobbles going into the end of year session. The USD rebounded against the...

David Llewellyn-Smith
Australian dollar hosed By David Llewellyn-Smith - Dec 05, 2023

Don't look now but DXY is back in the saddle: AUD put in an impressive shooting star reversal: Gold got whacked, oil looks like it wants to retest the lows: Dirt was hosed: Big miners puked: EM...

David Bassanese
Move carefully By David Bassanese - Dec 04, 2023

Global markets Global equities were up for the fifth week in a row as the remarkable bond rally continued. US 10-year bond yields dropped a lazy 0.27% to 4.2%, with markets getting very excited about...

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