David Llewellyn-Smith

DXY was soft overnight:   AUD firmed:Oil is a falling meteorite. $70 support here we come:Dirt loves China:But miners (NYSE:RIO) fell with iron ore:EMs stocks (NYSE:EEM) too:But EM junk (NYSE:HYG) is...

DXY still bouncing:   AUD still falling:{{*833|Oil}} broke. A big deal for yields:Base metals were mixed:Big miners (ASX:RIO) strong:EM stocks (NYSE:EEM) weak:Junk (NYSE:HYG) held on:More curve...

DXY is back with a bang:   AUD was smashed:Oil has a very bearish chart. If that support breaks then look out:Metals rolled:Miners (NYSE:RIO) too:And EM stocks (NYSE:EEM):Plus junk (NYSE:HYG):As the...

DXY was bashed last night as the Jay Powell monster turned out to be the a cuddly toy:   AUD closed at breakout highs:Oil popped:Commods popped:Everything popped:The Treasury curve steepened:Stocks...

DXY firmed a little last night:   AUD managed to bounce of false China hope too:Oil is hanging on to support for dear life:Base metals are stuck:Big miners (ASX:RIO) are flying with iron ore:EM stocks...

DXY is off the lows:   AUD was bashed across the board:Oil too. It looks stuffed:Base metals less so but good luck with that if oil breaks:Big miners (NYSE:RIO) are clinging to the iron ore wild...

DXY found some footing Friday night:   AUD eased:Interesting that the bear market rally has not dislodged speculative shorts:Oil looks ready to break:Base metals are stuck:Miners (NYSE:RIO) don’t...

DXY softened last night:   AUD firmed:All of the usual followed with EM (NYSE:EEM), junk (NYSE:HYG)and commods up:But curve inversion got deeper again in the US:Stocks are trading on DXY only:There’s...

DXY returned with a bang last night:   AUD was crushed by the returning king:Oil is a rumourtage nightmare:Base metals have declared the China reopening off:Big miners (ASX:RIO) are clinging to iron...

DXY has stabilised:   AUD looks toppy:Oil is puking the China rebound:So is copper:Big miners (NYSE:RIO) are glued to iron ore:EM stocks (NYSE:EEM) are fading:Junk (NYSE:HYG) too:As the US curve sinks...