Central Banks & Geopolitics in a Divided Global Market

14/06/2025 Week Ahead Central Banks & Geopolitics in a Divided Global Market Key Takeaways: Global markets showed little reaction to geopolitical risks, weakening the US dollar’s traditional role as a safe haven. Upcoming G7 meeting is unlikely to result in a unified or market-moving outcome. Trade tensions are resurfacing as the US prepares to escalate… Continue reading Central Banks & Geopolitics in a Divided Global Market

Israel Strikes Iran, Oil & Gold Surge

13/06/2025 Market Watch Israel Strikes Iran, Oil & Gold Surge Key Takeaways: Israel launched a direct strike on Iran’s nuclear program, reportedly targeting scientists and IRGC leadership. The US was informed but not involved, distancing itself from the action. The dollar rose modestly across the board, but safe haven credibility is being questioned. Global equities… Continue reading Israel Strikes Iran, Oil & Gold Surge

Markets Rattled by Geopolitics, Bonds & Gold Find Support

12/06/2025 Market Watch Markets Rattled by Geopolitics, Bonds & Gold Find Support Key Takeaways: Market sentiment remains risk-off, but not dollar-driven Trump’s tariff rhetoric and Middle East tensions stoke uncertainty US dollar broadly weaker except against Mexican peso Gold is firm but volatile, hovering near $3360 Global equities under pressure, led by Asia and Europe… Continue reading Markets Rattled by Geopolitics, Bonds & Gold Find Support

Cautious Market Ahead of U.S. CPI as Dollar Holds Ground

11/06/2025 Market Watch Cautious Market Ahead of U.S. CPI as Dollar Holds Ground Key Takeaways: Dollar remains steady overall, with minor exceptions in euro and franc. Emerging market currencies are showing broad strength. Asian equities led by Chinese and Taiwanese gains. European equities slightly higher after two days of losses. US futures soft ahead of… Continue reading Cautious Market Ahead of U.S. CPI as Dollar Holds Ground

Dollar Retreats Amid Renewed US-China Dialogue

09/06/2025 Market Watch Dollar Retreats Amid Renewed US-China Dialogue Key Takeaways: US dollar weakens despite stronger-than-expected US jobs report. China resumes rare earth exports; trade talks with US underway in London. Japan’s Q1 GDP revised from contraction to stagnation. Asian equities rally, European markets stall, US futures remain stable. Treasury yields ease slightly, gold consolidates,… Continue reading Dollar Retreats Amid Renewed US-China Dialogue

Dollar Weakness Meets Resistance as Inflation & Geopolitical Risks Loom

07/06/2025 Week Ahead Dollar Weakness Meets Resistance as Inflation & Geopolitical Risks Loom Key Takeaways: The US dollar weakened significantly last week, hitting new yearly lows against several G10 currencies. Despite the drop, the dollar may stabilise near-term due to firm US economic data and a steady unemployment rate. Markets await May US CPI, with… Continue reading Dollar Weakness Meets Resistance as Inflation & Geopolitical Risks Loom

Markets Cautious Ahead of U.S. Jobs Data Amid Global Economic Softness

06/06/2025 Market Watch Markets Cautious Ahead of U.S. Jobs Data Amid Global Economic Softness Key Takeaways: US-China leaders held their first call since inauguration, with unclear outcomes. Mixed economic messages from US labour data and weak industrial reports globally. Dollar remains firm against G10 currencies but mixed vs emerging markets. Bond yields eased amid poor… Continue reading Markets Cautious Ahead of U.S. Jobs Data Amid Global Economic Softness

Markets Await ECB & U.S. Jobs Data as Dollar Softens, Risk Assets Rise

05/06/2025 Market Watch Markets Await ECB & U.S. Jobs Data as Dollar Softens, Risk Assets Rise Key Takeaways: The US dollar is mostly weaker, except against the yen and Swiss franc. Markets are pricing in two Fed rate cuts this year, driven by weak US data. Emerging market currencies are generally firmer. ECB rate decision… Continue reading Markets Await ECB & U.S. Jobs Data as Dollar Softens, Risk Assets Rise

Markets Consolidate Ahead of Central Bank Decisions

04/06/2025 Market Watch Markets Consolidate Ahead of Central Bank Decisions Key Takeaways: USD weakened slightly after a strong JOLTS report, showing consolidation across major currencies. Final May PMI figures showed improvement from initial estimates. BoC likely to hold rates steady amid solid CPI and GDP data, but further cuts remain likely. ECB is expected to… Continue reading Markets Consolidate Ahead of Central Bank Decisions

Dollar Strength Holds Steady Amid Mixed Global Market Moves

03/06/2025 Market Watch Dollar Strength Holds Steady Amid Mixed Global Market Moves Key Takeaways: US dollar is stronger across G10, but movement remains limited. Australian dollar leads losses after dovish central bank minutes. Canadian dollar shows resilience; emerging market currencies are mixed. European bond yields slightly lower; UK long bond auction supports Gilts. Equity markets… Continue reading Dollar Strength Holds Steady Amid Mixed Global Market Moves