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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 - Page 2

DXY was down and EUR up overnight:   To infinity and beyond!Everything anti-DXY up: Except EM junk:Treasury curve steepened:Stocks led by GAMMA:Westpac: Event Wrap Bank of Canada kept its policy rate...
Ever since COVID, markets have been unhinged and they have not disappointed again. Just as a modicum of sanity threatened, the madness returned in spades. DXY was firm and EUR weak:   Australian...
DXY firmed overnight as EUR fell:   The Australian dollar also rebounded:With Oil:Base metals were mixed:Miners popped:EM stocks still look nasty:Junk is weak:The Treasury curve steepened a...
DXY was roughly flat last night though all over the place in the process:   Australian dollar likewise though rising risk-off is obvious in the yen cross:Oil lol:Base metals softened:Big miners are...
DXY rebounded lat night with everything as the Omicron panic eased:   That kept the AUD holding open the trap door:XBR/USD held a lot of the losses:Metals firmed:Miners are trying to base:EM stocks...
DXY was smashed Friday night and EUR roared as the NU COVID strain rocked markets:   Australian dollar was Nuked on all major crosses:Oil!Metals were not hit quite so hard:Nor miners:But, ominously,...
The assault upon the Australian dollar is coming from a tearaway DXY as EUR wilts:   The Australian dollar was universally weak. It’s chart is forming up a bearish descending triangle retest of the...
DXY is a raging rocketship as EUR crashes:   The Australian dollar was weak:Oil and gold too:Base metals rallied on misplaced China stimulus hopes:As did miners:EM stocks were hit:Along with junk:As...
DXY is tearing away and EUR sinking as COVID ravages the EZ:   Oil puked and gold fell:metals did better on baseless Chinese stimulus rumours:Big miners too:EM stocks do not look well again:But junk...
The DXY rocket eased up overnight and a seared EUR stabilised:   That couldn’t save the Australian dollar which was pounded across the board:The strong DXY is wreaking havoc with commodities already....