Stuck Between a Rock and Trump
I was clearly not alone thinking that Monday’s AI selloff triggered by DeepSeek news was […]
Look Out for Three Musketeers – Riksbank, BoC and Fed
In focus today We expect the Federal Reserve to pause its cutting cycle tonight and […]
FOMC, ECB Rate Decisions Amid Tariff Threats: Market Analysis & Technical Outlook
FOMC Rate Decision: Market expectations for a rate cut are low due to concerns about slower […]
Gold (XAU/USD) Price Analysis: Bullish Bias Amid Tariff Uncertainty and FOMC
The US Treasury is proposing a gradual increase in universal tariffs, causing uncertainty in the […]
Threats of Tariffs Bring Back Speculative Interest in Dollar
The US dollar rose on Tuesday, adding 0.65% against a basket of popular world currencies […]
US durable goods orders down -2.2% mom, driven by transportation equipment
US durable goods orders fell -2.2% mom to USD 276.1B, much worse than expectation of […]
AUD/USD Slides on Trump Tariff Threats, CPI Next
The Australian dollar is in negative territory on Tuesday. In the North American session, AUD/USD […]
Safe Havens Reverse Gains as Tech Decline Subsides, Dollar Gains on Trade Plans
The sharp selloff in equities sparked by AI competition concerns appears to have run its […]
China’s DeepSeek R1 AI Model Sparked Risk-off Across the Board
Markets China’s DeepSeek R1 AI model sparked risk-off across the board. It was yesterday’s main […]
Calm on the Macro Front
In focus today From the US, December durable goods orders and January consumer confidence index […]
DeepSeek vs. US Tech Giants: The Battle for AI Supremacy and Its Market Impact
DeepSeek, a Chinese AI startup, has launched a new open-source AI model that is reportedly […]
US consumer confidence falls to 104.1 as labor sentiment weakens
US Conference Board Consumer Confidence Index dropped to 104.1 in January, down from 109.5 and […]