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David Llewellyn-Smith
Australian dollar roars with everything rally By David Llewellyn-Smith - Nov 21, 2023

The great reflator, DXY, is falling:AUD broke out:The peg has broken higher:Oil up, not gold:EM up:Dirt up:Junk up:Yields down:Stocks up:US leading indicators are terrible:For now, that makes...

Chris Becker
21.11.23 Macro Morning By Chris Becker - Nov 21, 2023

The USD is continuing to support risk markets with further slides overnight although European shares were sidelined as Wall Street finally managed better gains. The Australian dollar pushed through...

David Bassanese
Stone-cold stunning By David Bassanese - Nov 20, 2023

Global markets Global equities rose for the third week in a row as a slightly lower-than-expected US CPI result led to a chunky decline in bond yields and increased hopes that the Fed has finished...

Chris Becker
20.11.23 Macro Morning By Chris Becker - Nov 20, 2023

A much lower USD is supporting risk markets with Friday night seeing another surge across European shares while Wall Street eked out a small gain. The Australian dollar almost matched its previous...

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