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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 up Friday night:   AUD is on a rampage:Oil eased:Metals too:The AUD miners (LON:GLEN) are not rebounding much:EM stocks (NYSE:EEM) popped:Junk (NYSE:HYG) is food for bulls:But the Treasury...
DXY broke lower last night and EUR broke higher   AUD catapulted higher:Oil firmed:Metals too:And miners (LON:GLEN):Plus EM stocks (NYSE:EEM):Junk (NYSE:HYG) was relatively subdued:So were Treasuries...
DXY was up and away on Friday night:   That squashed the AUD:AUD shorts have been added during the bounce:Oil held on but does not look well:Metals did better and so did miners (LON:GLEN):EM stocks...
DXY held its gain last night:   AUD rose anyway as Taiwan tensions eased:Oil broke. Big downside potential here:If so, metals will go too:And miners Glencore PLC (LON:GLEN):EM stocks (NYSE:EEM) were...
DXY is still falling as EUR bounces:   The AUD materially underperformed the DXY sag:Oil dumped:Dirt too:And miners (LON:GLEN):Plus all EM (NYSE:EEM): Yields fell:But stocks did too:Westpac has the...
DXY is down, down:   But, the AUD squeeze has also hit trouble:Markets are still moderately short AUD:Oil and gold are gesturing at reflation:And metals:Plus miners (LON:GLEN):EM stocks (NYSE:EEM) not...
DXY was pounded last night as the Fed doved up:   AUD and commods to the moon: Junk (NYSE:HYG) too:The curve is still inverted:Stocks yeh!Westpac has the warp: Event Wrap The US FOMC announced a...
The DXY correction continues: Which is powering the AUD dead cat bounce:Oil looks sick again:Metals are trying on futile China hopes:Miners (LON:GLEN) too:EM stocks (NYSE:EEM) were soft:Junk...
DXY sank Friday night even with risk-off:   AUD was still firm:Oil struggled:Metals are trying to base:Miners (LON:GLEN) following:EM stocks (NYSE:EEM) chunked it:But junk (NYSE:HYG) did...
US Dollar Index was back last night as EUR fell:   AUD was weak:Oil faded. Gold is not signalling any turn in DXY, though perhaps bitcoin is:Metals are trying:But not miners (LON:GLEN):EM stocks...