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David Llewellyn-Smith

  • Analysis & Opinion

David Llewellyn-Smith's Comment & Analysis
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...