Bitcoin may witness a “very dovish” move from Powell as high U.S. bond yields cause a stir, while BTC’s price passes $28,600. ...
"Fed's Last Hike" Triggers Q3 Carnage; Traders 'Sell All The Things' In September The third quarter of 2023 was the first quarter of tightening...
Earlier this month I wrote that there was still room for debating if a broad-based risk-off signal was brewing. Three weeks later, the space is narrowing...
Has The Fed F**ked Up? By Russell Clark of the Capital Flows and Asset Markets substack Has the Federal Reserve fucked up? Markets were...
Fixed-income investors looking for interest-rate cuts from the Federal Reserve are still waiting, but that hasn’t stopped low-rated bonds from posting...
Stock Rally Fizzles Following Return Of Hawkish Fed Comments The rally in US index futures paused after Wall Street stocks posted their best...
Many analysts are projecting that gold will be going at least as high as $3,000/ozt over the next few years. One analyst even claims that gold will...
Many analysts are projecting that gold will be going at least as high as $3,000/ozt over the next few years. One analyst even claims that gold will...
US It is now all about inflation data. The focus was temporarily on the labour market but everyone knows that the Fed is primarily concerned with...
Markets expecting 75bp hike After what seems like an interminable wait, we are finally at FOMC day, and the last one I shall be covering as...
Will FOMC opt for 75bp hike? This month has dragged on and seems to be lasting forever. One reason could be that it is my last...
High political drama in recent days included the assassination of former Japanese Prime Minister Abe and the resignation of UK Prime Minister Johnson. Yet,...
Currency markets trade sideways over the US holiday Not a lot has changed in currency markets overnight despite some decent intraday ranges. The US holiday...
Drawdown Delerium: Bezos Warns "Markets Teach, The Lessons Can Be Painful" Just how bad was it? The Nasdaq's 13% plunge in April was its...
Peter Schiff: The Risk Of A Market Crash Keeps Growing Via SchiffGold.com, Bonds continue to get hammered. On Tuesday morning, the yield...
Data published on 10 February 2022 showed the US consumer price index (CPI) rose by 7.5%, the fastest annual rise for 40 years. The increase in...
Was Friday’s selling wave overdone? Too early to tell, but the damage from last week’s sudden bout of risk-off left all the major asset classes in...
US bonds edged higher for the trading week through Friday, Nov. 19, but red ink took a toll on the rest of the major asset classes,...
Asian markets see red as oil flies upwards WTI’s rise to 7-year highs spooked US equity markets overnight, with nerves increasing that the Q3 earnings season...
Overview: Equities are softer and yields higher to start the new week. The dollar is mixed. Oil and industrial metals are higher. There are several developments...
Asian markets in positive territory With the Fed taper trade alive and well, despite a shocking Non-Farm Payrolls print, US yields moved higher sending Wall Street...
Uncertainty remains elevated for the economy, inflation, monetary policy and the path of the pandemic as the final quarter of 2021 approaches. As investors struggle to...
FOMC signals tapering is on the way The overnight release of the FOMC Minutes provided some drama, with the committee members mostly lining up behind a...
Fed hints at September taper, but no promises Overnight, the FOMC released its latest policy decision leaving rates unchanged with no change to its quantitative easing...
New Chinese restrictions sends Asia lower The weekend was dominated by China’s announcements of a crackdown on Tencent Music, and more importantly, its intention to all...
Returning from a public holiday yesterday and looking at the fallout across financial markets over the past two sessions, I am reminded of Monday’s words, which...
I do take pleasure in being a kiwi on many levels, one of which is the refreshing habit kiwis have of telling it like it is....
There has been a fair bit of catching up to do after the past week spent outside of the financial market’s matrix. The biggest takeaways appear...
Dollar gains ground on FOMC aftershock The US dollar recorded another impressive rally overnight. The dollar index rose through its 200-DMA at 91.50 on its way...
The response by the markets to the FOMC dot plot shock has been variable, to say the least, and not a little surprising to me. Equities...