Weak NFP Flips Fed Bets, but Oil Keeps Markets Trapped in Tug-of-War
July's shockingly weak NFP report flipped September Fed odds toward a hold, but with Brent still above $80 and the Strait of Hormuz crisis unresolved, Treasury yields, the Dollar, and equities all stopped short of a full dovish repricing.
NFP Shock Sends Dollar Lower and Gold Above 4,300, but Geopolitical Risks Rise
Why weak payrolls broke the week's stalemate, and why Hormuz, Saudi warnings and US-China tensions mean the move isn't a simple green light for...
USD/JPY Faces NFP With Intervention Risk Creating an Asymmetric Trade
USD/JPY has recovered a third of last week's intervention-driven losses, but Friday's payrolls report sets up an asymmetric trade — a strong print faces profit-taking near 160 on intervention risk, while a weak print has a clear, undeterred path back to 155.
Markets Pause as Hormuz Optimism Awaits Proof
Why gains across equities, yields, Gold, FX and oil all stalled at once as the promised Hormuz breakthrough failed to arrive
What's happening: After several...
