Topic: FX research
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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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Global shocks spark mixed FX moves, Dollar eases
Markets shrug off shocks, Dollar ease. Manufacturing slump weighs on USDJPY. Singapore retail rebound, USDSGD tests resistance.
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2026 opens loud in the markets
Venezuela shocks and jobs data jolt the new year. A case for caution: why Rosenberg’s bullish pivot may be premature. Best year on record.
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Dollar steadies, oil and gold diverge
USD flexes while oil and gold diverge. AUD drifts lower as factories hold steady. Global inflation signals collide with US labor pulse.