David Llewellyn-Smith

DXY is the world’s whipping boy now:AUD flies:CNY is stalled which will weigh on AUD if it continues:Brent is being helpful. Gold is off and running:Copper too but broader dirt nope:Miners are...

DXY is paused:AUD too:The peg too:Oil faded:And dirt:Miners are still caught in a nasty descending triangle:EM yawn:Junk hope!Yields fell:Stocks were shut for Thanksgiving:OPEC is the key mover....

DXY stalled last night:AUD did too:That the Chinese peg has broken upwards is AUD bullish:Gold firmed:Metals were mixed:EM faded:EM junk is offering bullish hope:As yields come off:Stocks...

The great reflator, DXY, is falling:AUD broke out:The peg has broken higher:Oil up, not gold:EM up:Dirt up:Junk up:Yields down:Stocks up:US leading indicators are terrible:For now, that makes...

DXY is firm again: AUD could not hold the gains: Nor the peg: Oil is getting flushed in a big warning for global growth: Dirt meh: Miners meh: EM meh: Junk meh: Yields sank: But stocks are...

DXY firmed last night: But AUD did too: Even the peg is firming: But not oil or gold: Dirt wants in: Miners meh: EM yawn: Junk is not corroborating risk: Yields rose: Stocks stalled: US...

DXY was smashed last night:That triggered AUD ecstasy:Even the peg moved:Adding to the joy, oil didn’t move:Dirt did:Miners surged:EM took off:Junk corroborated:Yields plunged:Stocks to the moon!‘Twas...

DXY is treading water as we await the October US CPI:AUD is weak:Oil is tryingDirt yawn:Iron ore keeps going up but equities do not believe:EM weak:Junk bog:Yield stall:Stock stall:CFTC positioning...

DXY was solid Friday night:AUD was weak again:CNY is unmoved:Gold was hit, oil rose:Miners are still rangebound:EM too:Junk is weaker:Yields edged up:Stocks went berserk:It may be risk on for stocks...

DXY is refusing to break down. This is probably a soft landing signal, especially given the hard landing underway in Europe: AUD is caught between soft and hard landings: CNY is going nowhere...