The AUD was gaining strongly due to its pro-cyclical bias. Vaccine-fuelled optimism helped push the AUD higher as did higher iron ore prices alongside signs of China’s economy rebounding. However,…
Here is what to look for if you are trading gold right now Gold saw some heavy selling to start the week. Now downside in gold on a strong jobs…
Many analysts are concerned that global stock markets are due a correction. The issue is, when will this happen? One of the most likely catalysts will be when the Federal…
The start of the second half of the year was met with a sharp move lower in US 10 year bonds. Why? The answer is far from obvious. Is the…
The latest FOMC minutes were perceived to be dovish in an initial market reaction. There was certainly nothing for short term bulls in terms of tapering timing clues. However, the…
Will Kelloggs see some further upside as US employment numbers pick up? Look out for any strong fundamental reasons to buy. Between July 05 and August 21 Kelloggs has gained…
1. The BoE are conservative Both growth and inflation were revised higher in last weeks BoE meeting. However, the BoE policy decision was an abundance of caution. Eventually, the BoE…
Inflation pressures building Core CPI on Wednesday last week came in at 2% vs 1.5% y/y expected. That is the BoE’s target. Now we know by now that when you…
Although commodities have been on a strong run higher since March 2020 last year all markets pullback or correct at some point. One market that is worth looking at is…
The fallout from the Federal Reserve meeting will be key to whether this seasonal pattern plays out. If the market sees sooner tapering and interest rate hikes than before the…