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David Llewellyn-Smith
Australian dollar canary warns of global recession By David Llewellyn-Smith - Aug 02, 2023 1

The DXY false break is confirmed. Up we go as EUR plunges: AUD was bashed to new lows:   The entire Complex of commods, miners, EM and junk – reversed. Oil and gold led it: Dirt was...

Chris Becker
02.08.23 Macro Morning By Chris Becker - Aug 02, 2023

An exciting series of news events overnight tripped up the great start to the trading week with stocks on both sides of the Atlantic falling amid contraction in US manufacturing and a ratings...

Chris Becker
01.08.23 Macro Morning By Chris Becker - Aug 01, 2023

A new trading week that will be capped by Friday’s US non-farm payrolls jobs report is starting off well enough as Wall Street had a small advance overnight while the USD continued to firm...

David Bassanese
Extended Pause By David Bassanese - Jul 31, 2023

Global marketsThe ‘melt-up’ in US stocks continued last week, with the S&P 500 adding another 1.0%.  There were various reasons for investors to remain upbeat: the Fed hiked rates...

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