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Chris Becker
02.07.24 Macro Morning By Chris Becker - Jul 02, 2024

The latest ISM manufacturing print came in a bit softer than expected, initially pushing USD higher and helping Wall Street make another record high as it starts a new trading year with more rate cut...

David Llewellyn-Smith
Australian dollar taken hostage by France By David Llewellyn-Smith - Jul 02, 2024

DXY eased but the trend higher is intact: AUD is absolutely paralysed: As North Asia goes down the gurgler: Oil CTAs are a big problem: Dragging up metals: Miners are stuck: EM too: The junk warning...

Chris Becker
01.07.24 Macro Morning By Chris Becker - Jul 01, 2024

Wall Street dropped slightly on Friday night alongside mild moves in European stocks with bond markets having all the action at the end of month/quarter/year triple witching. Combined with some...

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