Topic: Market Insights
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Risk appetite cools, dollar firms
Signals beyond Venezuela. Digesting the US data deluge. Rate spread widens, jobs data holds the trigger. Pound softer amid risk off tone.
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Dollar holds firm as Asia opens cautious
Dollar steady as services beat lifts sentiment. USDCNH climbs as job openings hit year low. Aussie dollar slips as inflation cool
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US labor market remains fragile, all eyes to Friday NFP
Momentum remains fragile in US labor market. Tail risks back on the table. EM smash records to start 2026.
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A changing world sets the tone for 2026
Geopolitics supporting the dollar. Euro moves made in America. Pound punches through 3-month highs.
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Commodities rally, AUD climbs
Commodities shine, USD holds firm. US PMI services dips, USDJPY stays elevated. Australia services growth slows, Aussie dollar holds high.
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Venezuela turmoil drives early‑year market chatter
The myth of Venezuelan displacement. Why the U.S. left the Chavista structure intact. Carry + credibility sustains Peso’s gains.
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