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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...

Chris Becker
31.10.23 Macro Morning By Chris Becker - Oct 31, 2023

A reversal in fortune for equities overnight with volatility in bond markets and a falling USD giving some relief as Wall Street rallied a little more than 1%, as oil prices eased despite the...

David Llewellyn-Smith
Australian dollar when the war the began By David Llewellyn-Smith - Oct 31, 2023

DXY faded last night as the war began:AUD lifted like a Levantine rocket: Check out that shiny new CNY peg!Oil slumped:Dirt relief rallied:Mining a little:EM less:Junk not at all:As yields firmed...

David Bassanese
Fed to hold By David Bassanese - Oct 30, 2023 1

Global markets Global equities continued to sell off last week despite a fall back in bond yields and solid economic reports, with trigger-happy traders expressing disappointment with some tech...

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