6+ hour, 49+ min ago   (700+ words) DXY enters September with little directional seasonality but elevated volatility, while NFP and ISM data could test the US dollar rebound. September seasonality offers little directional guidance for the US dollar, but volatility has historically been elevated. With ISM services…...

1+ day, 23+ hour ago   (1246+ words) 77% of retail investor accounts lose money when trading CFDs with this provider. The franc was the standout G10 performer after Treasury announced larger long-end buybacks this week. Strong fundamentals and shifting correlations suggest the move may have further to run. The…...

2+ day, 12+ hour ago   (687+ words) The Australian dollar snapped an eight-week winning streak after Fed Chair Kevin Warsh’s hawkish Jackson Hole speech revived US rate-hike bets. Yet stronger Australian inflation and household spending have also raised expectations of another RBA hike, leaving AUD/USD caught…...

3+ day, 22+ hour ago   (608+ words) 77% of retail investor accounts lose money when trading CFDs with this provider. The Jackson Hole Economic Symposium has brought some large shockwaves to markets over the past 15 years but this is the first for new FOMC Chair Kevin Warsh. Of…...

4+ day, 4+ hour ago   (1746+ words) USD/JPY was given a much-needed jolt last Friday, with Fed Chair Kevin Warsh doing enough to restore some of the Fed’s inflation-fighting credibility. That resulted in a sharp increase in pricing for a Fed rate hike this year, pushing…...

4+ day, 14+ hour ago   (544+ words) Heading into the new month, we will have one more jobs and CPI inflation report to look forward to, before the Fed meets on September 16. There will also be some secondary data releases in between. It will be a close…...

1+ week, 13+ hour ago   (484+ words) We have Australian inflation data coming up in the early hours of Wednesday. CPI is expected to have moderated to 3.3% year over year in August, down from 3.8% the month before. Month-over-month, CPI is expected to print +0.9%. Trimmed Mean CPI is…...

1+ week, 2+ day ago   (870+ words) Kevin Warsh’s first Jackson Hole speech as Fed Chair arrives with rate expectations finely balanced and markets still learning how to interpret his policy signals. Historical analysis since 1998 shows volatility tends to rise sharply on speech day, while directional returns…...

1+ week, 2+ day ago   (878+ words) The Australian dollar not only rallied for an eighth consecutive week – its best run since December 2020 – but the move also accelerated to mark its strongest week in 18. AUD/USD now sits within striking distance of 72c at an 11-week high. The…...

2+ week, 1+ day ago   (484+ words) For now, oil prices remain firmly elevated, in a wait-and-see mode. Any fresh escalation could easily send prices sharply higher, and that in turn could send gold and other zero and low-yielding assets lower. Conversely, signs of a return to…...