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Chris Becker
23.07.24 Macro Morning By Chris Becker - Jul 23, 2024

It was buy the dip lucky strike overnight following the US political volatility that was absorbed with aplomb with tech stocks leading the way on Wall Street overnight, but also a resurgence in...

David Llewellyn-Smith
Australian dollar thrashed lower By David Llewellyn-Smith - Jul 23, 2024

DXY firmed last night: AUD was thrashed lower: Much of the damage was done earlier in the day by the PBoC rate cut, an ominous signal for Trump tariffs: Oil fell, gold firmed: The copper bubble is a...

David Bassanese
Bye-bye, Biden By David Bassanese - Jul 22, 2024 1

Global markets Fears related to potential bans on US tech exports to China hurt global stocks last week, especially the US large-cap market darlings. As was the case the previous week, relative...

David Llewellyn-Smith
Australian dollar free falls towards 2025 By David Llewellyn-Smith - Jul 22, 2024

DXY was up Friday night: AUD was down again: With North Asia this time: The specs are still marginally long: All commodities were smashed: Miners are in trouble: EM stocks are retesting the break...

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