Fundamental Analysis

Was Market Reaction to the US GDP Contraction Too Emotional? Looking Under the Hood, it may Seem so

Demand for risk increased markedly, greenback declined and US bond yields took out recent lows (2.8% for 10-year bonds, 2.9% for 2-year bonds), finding an equilibrium at the lowest levels since April,...

FOMO Friday: USDJPY Collapses From Highs

As the final week of July comes to a close the approaching summer period is leaving markets anything but quiet. Once again this week, we’ve seen a slew of key developments including the July FOMC, EU...

Fed Signals Increasing Policy Flexibility, Euro Takes Dovish Clues from Persistent Inflation

US equities rose, and the near end of the yield curve fell following the Fed meeting (2-year Notes 3.1% -> 2.99%), as the Fed rhetoric began to shift from high inflation to a potential economic...

The Crude Chronicles - Episode 146

Oil Traders Increase Longs The latest CFTC COT institutional positioning report shows that oil traders increased their net-long positions last week for first time in a month. Overall upside bets were...

Preview of the FOMC Meeting: Hints on Interest Rate Path in 4Q Could be the Key Thing to Watch

Greenback index continues to consolidate in a tight range on Wednesday in the run-up to the FOMC meeting. The range has been forming for about a week and indicates short-term equilibrium in USD supply...

Downside USD Risks Into FOMC?

USD Off Highs Ahead of FOMCAhead of the conclusion of the Fed’s two-day FOMC meeting later, the question traders are grappling with is whether the Dollar has room to run higher here? The Dollar Index...

EU Gas Supply’s Theme Overshadows ECB in Driving EURUSD Short-Term Moves

Safety plays prevail in FX, equity and bond markets on Tuesday, as evidenced by lower prices for risk assets, a strengthening USD and increased demand for long-term bonds. Reports about Russia gas...

Despite Dollar Correction the Risk of the EURUSD Retesting Parity is High

The Fed week is unlikely to be as turbulent as the last week which featured the ECB meeting as the risk of surprising policy decisions at Wednesday meeting appears to be low. Chances of a...

Precious Metals Monday 25-07-2022

Gold & Silver Up Off Last Week's Lows - FOMC in FocusGold and silver prices are seeing a quiet start to the new week. Both metals enjoyed better demand across recent days with a strong recovery...