Send a text Wall Street leads rally in equity markets, fuelled by rate cut optimism. But US dollar stages surprise rebound amid US exceptionalism. Pound slides on BoE’s dovish tilt, yen steadies, PBOC loosens grip on yuan. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please consi ... Show More
Mar 4
Dollar takes a breather while oil ignores Trump proposal
Send a textMiddle East newsflow monopolizes market moves; oil rally persists. Dollar rally pauses, potentially opening the door to a small risk-on reaction. Gold volatility spikes after $380 swing, as buyers enter at the $5,000 level. Key US data release today; dollar/yen rally p ... Show More
4m 35s
Mar 3
Dollar gains as risk-off reaction deepens
Send a textRisk appetite takes another hit; dollar rally gathers pace. Strangely, golddrops and US yields rise, as investors prefer to remain liquid. Worriesabout a prolonged military operation intensify; European equities suffer.Rich Fedspeak today, but all eyes remain on oil pr ... Show More
4m 59s
<p>With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More