Why Silver May Be the Better US CPI Trade Than Gold
A weak jobs report already made the case for a Fed hold, but only Wednesday's CPI can confirm inflation is cooling too — and if it comes in soft without reviving growth fears, Silver's dual identity as both a monetary and industrial metal could let it outrun Gold.
AUD/CAD Risks Deeper Correction if RBA Tightening Bias Doesn’t Survive
The RBA's Tuesday hold is a formality — what matters for AUD/CAD is whether its tightening bias survives, and the setup is asymmetric: preserving it offers limited support, while confirming the cycle has ended could trigger a deeper correction.
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...
