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David Llewellyn-Smith
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David Llewellyn-Smith's Comment & Analysis
A complete archive of David Llewellyn-Smith's articles, including current analysis & opinion.
A complete archive of David Llewellyn-Smith's articles, including current analysis & opinion.
Australian dollar prepares for the worst
By David Llewellyn-Smith - Sep 04, 2024
DXY faded last night:
AUD held on:
JPY is unwinding more carry:
Oil is screwed:
Another metals pimple bursts:
Big miners are going to retest 2022 lows:
EM has a nice head and shoulders top:
But junk...
Australian dollar goes from gold to goo
By David Llewellyn-Smith - Sep 03, 2024
DXY is up and away!
AUD turned to mush:
If JPY rises much more, things could get ugly:
Oil gapped into madness:
Metals melt-up once again turns metals meltdown:
Miners crashed:
EM is your...
Australian dollar gold battles to go higher
By David Llewellyn-Smith - Sep 02, 2024
DXY is on a rebound, perhaps technical:
AUD is still battling go higher:
North Asia not so much:
Oil is in trouble:
Metals are pulling back:
Miners are frozen in fright at iron ore:
EM yawn:
Junk is...
Australian dollar turns to gold
By David Llewellyn-Smith - Aug 21, 2024
DXY is a sinking stone:
AUD held the gains:
North Asia is supportive:
Oil is in all sorts. Gold the winner!
The silly little metals pop:
Mining dead cat:
EM is struggling:
Junk is bullish:
Yields set...
Australian dollar and all the things to the moon!
By David Llewellyn-Smith - Aug 19, 2024
DXY is pricing Fed cuts:
AUD to the moon!
North Asia to the moon!
Only oil is earthbound:
Commods to the moon!
Mining dead cat:
EM to the moon!
Junk spreads to the moon!
Bonds to the moon!
Stocks to...
Australian dollar sucked into iron ore downdraft
By David Llewellyn-Smith - Aug 14, 2024
DXY is breaking down with inflation:
AUD fell anyway:
North Asia is mixed:
Oil and gold soft:
Metals too:
Miners have have fallen down the bottomless shaft:
EM meh:
Junk is back:
As yields confirm US...
Australian dollar tied to US inflation
By David Llewellyn-Smith - Aug 13, 2024
DXY is hanging in but does
North Asia is fading:
Oil and gold roared on the imminent attack upon Israel:
Apparently, Israel has lots of copper, not:
Miners are the highway to hell:
EM is stuck at...
Australian dollar not out of the woods
By David Llewellyn-Smith - Aug 11, 2024
DXY firmed Friday night:
AUD faded:
North Asia was strong:
Oil too:
Dead dirt bounce:
Miners too:
Schitzoid EM:
Junk is trying to base:
Yields rolled:
Stocks meh:
Goldman says the DXY falls are...
Australian dollar rides the rollercoaster
By David Llewellyn-Smith - Aug 09, 2024
DXY and EUR have been in a state of confused paralysis for 20 months. The market simply has no idea what is happening:
AUD roared back with risk:
North Asia went into hard reverse:
Oil survives...
Australian dollar fat-fingered into abyss
By David Llewellyn-Smith - Aug 05, 2024
DXY is melting:
AUD was fat-fingered into the abyss and then bounced. Beware a market that likes to fill the gaps:
JPY is ballistic. CNY must have a carry trade:
Oil broke then recovered:
Metals just...