Holly Thompson
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US bank worries spark sell-off
US regional bank fears triggered a global market sell-off, weakening the dollar and lifting gold, silver, and safe-haven currencies. Traders now eye inflation data and central bank signals amid rising volatility.
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Data drought, dollar drive
Markets rallied despite a U.S. data lull, with the dollar rising amid global political and economic shifts.
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Lights off, signals lost
Muted central bank signals and mixed macro data weigh on FX sentiment, while shifting risk dynamics keep traders cautious.
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Resilient dollar, fragile risk appetite
Strong U.S. data and cautious Fed signals boost the dollar, while fragile risk appetite keeps markets on edge.
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Fed gets all all-clear to cut
Markets brace for Fed rate cuts as inflation cools and growth slows – setting the stage for a policy pivot and potential dollar weakness.
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The long-end lurch
Global yields are surging – U.S. 30-years briefly topped 5%, UK gilts hit 1998 highs, and Japan’s costs climbed. Sterling’s drop and France’s budget tensions add to the strain. Yet, soft U.S. jobs data fuels Fed rate-cut bets, keeping risk appetite afloat ahead of key inflation numbers.