Dollar resilience in a fractured easing cycle
DXY held key support as the Fed signals patience. We examine the cross-currents between US data and European fragmentation.
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Daily commentary, weekly macro, and tactical trade ideas from our senior analysts and portfolio managers.
DXY held key support as the Fed signals patience. We examine the cross-currents between US data and European fragmentation.
Read moreUntil policy divergence widens, the pair stays trapped in a 200-pip corridor. Our preferred setups inside.
Read moreCentral bank purchases printed another monthly record. The structural case for XAU above $2,400 strengthens.
Read moreSpot ETF flows turn positive again. We map levels for tactical accumulation.
Read moreWe separate the picks-and-shovels names from the storytelling. Earnings deltas vs. consensus.
Read moreMarkets price 4.2 cuts. Our framework suggests 2.5 is the right number — implications for steepeners.
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