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Dollar Faces Key NFP Test as Risk Sentiment Threatens Renewed Selloff

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Cliff Notes: Dynamic Risks

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Gold on the Rise

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US Jobless Claims Edge Higher to 200k, Labor Market Still Stable

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Sunrise Market Commentary

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Don’t Count Your Chickens Before They Hatch

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Norges Bank Set to Hike, Riksbank Expected to Hold Steady

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Markets Party on Peace Hopes, but Oil and Beirut Strike Warn Risks Aren’t Gone

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Fed’s Goolsbee: Iran War Is Inflationary, Not Yet Stagflationary

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Brent Heading Towards De-escalation

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Sunset Market Commentary

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Peace Deal or Bigger War? Markets Reassess Iran Optimism After Trump Warning

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US ADP Jobs Growth Accelerates to 109k as Hiring Strengthens at Small and Large Firms

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Brent Breaks Below $100 as US and Iran Near Peace MOU to End War

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Flip Flop

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Trump Pauses Hormuz Mission, Signalling Progress in Negotiations

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Markets Flip Back to Risk-On as Trump Pauses ‘Project Freedom’, Yen Exploits Dollar Weakness

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Equities Hit Records as Geopolitical Tensions Cool and Oil Dips

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Sunset Market Commentary

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US ISM Services Eases to 53.6, Prices Index Holds Near Multi-Year High

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Is USD/JPY Heading Back to 160? Not Yet—Unless Yields Break 4.5% and Oil Hits $120

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Sunrise Market Commentary

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Narrative Flips from AI to Middle East

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US-Iran Tensions Rise, RBA Hikes Rates to Counter Inflation

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Dollar Rises as US-Iran Ceasefire Comes Under Strain, Markets Brace for Escalation Without Panic

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Markets Brace for RBA Decision and US Services PMI Looms

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Fed’s Williams Downplays Split, Says Policy Agreement Remains Strong

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Sunset Market Commentary

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Debunked Strike, Real War Risk: Dollar Rallies on Panic Hedge as Hormuz Tensions Rise

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The Yen is Recovering

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