Heading into the last FOMC meeting we flagged one of the big risks for gold was, that ‘If the Fed signal that they will be hiking rates more quickly that…
The NZDJPY is worth looking at for three reasons. 1. The fundamentals favour NZDJPY upside. In a very simple playbook, the RBNZ are managing high inflation and good employment. The…
Gold is a really interesting juncture now both technically and fundamentally speaking. Here are some of the key factors influencing gold right now. Firstly, real yields. Real yields are the…
The bullish case for the NZD Inflation is rising (like almost everywhere). New Zealand Q3 inflation has risen at its fastest pace in 10 years with the annual inflation rate…
One of the best opportunities this week comes in the form of the UK CPI data on Wednesday morning. Inflation has been surging higher across the world and that has…
New Zealand Q3 inflation has risen at its fastest pace in 10 years with the annual inflation rate move up to 4.9% from 3.3% in the second quarter. This has…
The oil markets have been in intense focus recently and oil has been a major gainer on three things: falling inventories, rising demand and OPEC policy. 1. Falling inventories. The…
Should it stay or should it go? Gold is waiting for some clear direction. Will yields surge higher faster than inflation expectations? If yes, and the USD rises too, expect…
The USDJPY pair has been moving higher in tandem with US10 year yields on a reaction to the last Fed statement on September 22. Jerome Powell stated that the employment…
The BoE met last week and it was this line in the minutes that led to the surge higher in the pound. A line concerning hiking interest rates. Some developments…