Topic: Market Insights
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Oil tumbles, USD lower as Trump says peace talks “proceeding nicely”
Aussie, kiwi boosted by peace hopes. Singapore delivers, but clouds are closing in. Xi blindsides Trump’s team with Japan broadside.
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End of conflict optimism sends oil lower
End of conflict optimism sends oil lower. Yield differential pushes USD/CAD higher. Peso strength defies weak domestic backdrop.
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Aussie, kiwi jump on Iran peace deal hopes
Aussie at one-week highs in positive start to Monday trade. Japan inflation slips, clouding the rate hike picture. Singapore sets the tone, US data seals the deal.
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Cautious optimism
Equities continue to look through inflation and energy risks. The dominant macro story has been a global bond sell-off led by the US long end. FX has been re-anchored to real yield dynamics.
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US-Iran headlines keep markets whipsawing
US-Iran headlines keep markets whipsawing. March retail sales beat estimates. From stability to building downside pressure.
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Data divergence underpins dollar resilience
Geopolitics keeps markets whipsawing. From EUR stability to building downside pressure. Harder to knock sterling lower.