Analysis

Four labor prints, two ISM surveys, and a Hormuz deal Tehran has not confirmed. Six weighted lanes and ATR-sized levels for the week of August 3.

The Fed held with no guidance, the dollar closed the weakest major, and Sunday’s 7,289 marker came within four points of the S&P’s low. Full grade inside.

The Fed skipped forward guidance, Japan appeared to buy yen in size, and chip stocks crashed then roared back. A full recap of the July 27-31 week.

EUR/USD is pressing into a key technical zone as shifting rate expectations and mixed momentum set up an eventful week ahead.

The BOE kept rates unchanged despite a split vote, and the reasoning behind that split shows how central banks weigh war-driven energy shocks against inflation targets.

USD/JPY sits under a fresh high as the Fed held rates as expected while the Bank of Japan (BOJ) is lined up to announce its policy decision.

Rounding up this busy central bank week is the BOJ which will be announcing its policy decision on Friday. Here’s what to look out for.

The Fed held 9-3 with no guidance, Iran struck a U.S. base, and a chip rout hit the S&P. Branch status and Thursday’s core PCE plan inside.

The Fed takes center stage as mixed data and Chair Warsh’s message keep traders guessing about the dollar’s next move.

Will the U.K. central bank finally pull the trigger on an interest rate hike? Or will policymakers still decide to sit on their hands for now?

Australia’s inflation report could shake up the Aussie, with two overlooked crosses approaching levels that may invite bigger moves.

Weaker than expected inflation figures from Australia could further weigh on RBA tightening expectations. Here’s what I’m looking at on AUD/NZD and AUD/JPY in this scenario.

The upcoming Australian inflation report could strongly influence market expectations for tightening, as another pickup in price pressures is expected. Here’s what to look out for.

The pound heads into late July split between improving data and fresh political risk. Andy Burnham’s succession as Prime Minister has unsettled gilt investors, even as services activity snaps back and the Bank of England’s rate-setters grow more divided.

The Fed and the BOE hand down decisions this week, while the pound and the dollar carry almost identical policy rates. Which way can GBP/USD go?

Strikes paused but Hormuz is still closed, and the Fed decision is priced near a coin flip. Five weighted scenarios and the levels that decide the week.

Iran shut the Strait of Hormuz and WTI ran to $92. Scenario B fired both confirmations from second place. Every call graded, plus new Rule 14.

As the AI trade moves past its first obvious winners, these 10 companies supply some of its hardest-to-get parts and are positioned to benefit from the next wave of AI spending.

The dollar flexed broad muscle this week as Middle East escalation and tariff headlines drove majors, while the yen and franc oddly sat out the safe-haven rally.

The Iran war, an AI-spending scare from Alphabet and Tesla, and climbing Treasury yields drove the dollar, gold, stocks, Bitcoin, and oil this week.