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...
Gold’s Rally Looks Real. Three Markets Will Decide Whether It Reaches 4,500
Gold's rebound has technical and macro confirmation behind it, but whether it extends toward 4,500 depends on three interlinked markets — Brent crude, US Treasury yields, and Fed rate expectations — all still hinging on whether Strait of Hormuz negotiations produce a durable breakthrough.
