1+ hour, 19+ min ago   (453+ words) "Tightness in the copper market eased after more than 35kt of metal was added to available LME inventories yesterday, following an increase of over 20kt in the previous session. The cash-to-three-month spread narrowed to a backwardation of $176/t, from as much as…...

2+ hour, 9+ min ago   (385+ words) Overview: Based on Arc Cycle Analysis applied to the 4h chart, Germany 30 is interacting with the 0.236 Resistance Arc within the current Arc Cycle. Bullish momentum has faded near this boundary, indicating that the upper Arc continues to cap upside expansion. Potential…...

48+ min ago   (294+ words) MUFG’s research team uses AI-driven textual analysis to judge the July FOMC minutes as slightly more hawkish, with broader support for a rate hike and concern over inflation expectations. However, fading tariff pass-through and data-dependent communication mean the minutes largely…...

1+ hour, 2+ min ago   (435+ words) We hit the sell opportunity at 4355/4365 and Gold held here for 4 hours but then the Treasury Dept announced support of longer bond prices. Shorts were immediately stopped above 4375 and we shot higher to my longer term target of 4495/4505 (which I…...

57+ min ago   (429+ words) "The announcement that the US Treasury would “at least double” purchases of long-term US government bonds sparked a rally; 10-year yields fell to levels not seen for a whole week." "Higher yields impact the US affordability crisis and debt service…...

1+ hour, 36+ min ago   (508+ words) GBP/USD surged to 1.3613 on Wednesday, reaching a three-month high. Investors are digesting fresh UK inflation and labour market data. Consumer inflation accelerated to 2.9% in July, up from 2.6% in June and in line with forecasts. Core inflation held steady at…...

1+ hour, 54+ min ago   (735+ words) It is one of those mornings where it is difficult to know where to begin. One of the key threads this morning is the bond market, after US Treasury Secretary Scott Bessent announced that the Fed would intervene to curb…...

1+ hour, 28+ min ago   (388+ words) "The economy is holding up well, supported by firm domestic demand and encouraging export growth. Although growth is expected to moderate this year, it is still projected to expand by 6.7% for the current fiscal year 2026-2027 compared to 8% for the previous…...

1+ hour, 40+ min ago   (463+ words) Societe Generale’s Jan Groen highlights a divided Federal Reserve, with a larger ‘keep-on-hold’ camp waiting for core PCE inflation data in 2H 2026 before backing rate hikes. Groen expects the Fed to keep the Fed funds rate unchanged this year, but sees…...

1+ hour, 49+ min ago   (395+ words) MUFG’s Lloyd Chan notes the US Dollar weakened after US Treasury Secretary Bessent announced a major expansion of long-dated Treasury buybacks, which pushed long-end yields lower. Chan argues moderating Fed tightening expectations and efforts to contain long-end yields are likely…...