Why the AI Trade Split in Two This Week
Wall Street didn’t dump AI this week. It split the trade between companies making money and companies paying the bills.
Read MoreWall Street didn’t dump AI this week. It split the trade between companies making money and companies paying the bills.
Read MoreGold finally lost $4,000, and now we’re watching to see whether the multi-year bull trend still has legs left.
Read MoreThe May 2026 flash PMI data reveal a fractured global economy: manufacturing holds up while services falter, and a war-driven inflation surge complicates the picture for central banks and forex traders alike.
Read MoreWith the FOMC leaning more hawkish in its latest statement, will the Fed’s preferred inflation metric further stoke tightening expectations? Here’s what to look out for.
Read MoreUSD/JPY appears to be taunting Japanese officials, as the pair keeps breaking one resistance level after another despite intervention threats. Will we see a major move soon?
Read MoreAustralia’s jobs report could shake AUD/USD and AUD/NZD if weak numbers dent hawkish RBA expectations and revive Aussie selling pressure.
Read MoreCan an upbeat employment release revive expectations for further RBA tightening? Here’s what I’m looking at on AUD/CHF and AUD/NZD in this scenario.
Read MoreThe RBA held rates at its June meeting as softening labor conditions and a rising unemployment rate gave policymakers room to stay on the sidelines.
Read MoreA tech-led risk-off and a Fed-driven dollar breakout overtook the plan two days early, before Thursday’s Core PCE. Updated scenarios, fresh levels for gold, oil, stocks, dollar, and Bitcoin, plus the PCE event plan inside.
Read MoreWill Australia’s upcoming CPI release extend the RBA’s tightening pause? Or will it convince policymakers to hike again soon? Here’s what to look out for.
Read MoreThe Fed’s June meeting delivered one of the biggest hawkish surprises of the year, so which of our USD watchlist setups made the cut?
Read MoreA quiet calendar with one loud hinge. Thursday’s U.S. Core PCE will confirm or undercut the Fed’s hawkish turn, Tuesday’s global flash PMIs give an early sentiment read, and reopened U.S.–Iran talks keep oil two-sided.
Read MoreA look at the Iran deal that pushed silver to a weekly high, the hawkish dot plot that erased it, and what could drive silver’s next major move.
Read MoreA look at the forces driving the Nasdaq 100, from Warsh’s hawkish Fed debut to the US-Iran MOU, and the levels that could decide the next move.
Read MoreA look at gold’s third straight loss, from Warsh’s hawkish FOMC debut to a fragile Iran ceasefire, and the Core PCE that could shift direction next week.
Read MoreThe Fed held rates but the hawkish dot plot did the damage: the dollar broke out, gold and Bitcoin fell, and Iran kept oil on its own track.
Read MoreA peaceful start gave way to a hawkish Fed surprise midweek, sending the dollar surging while gold, stocks, and crypto tumbled across a packed trading week.
Read MoreUnderneath the BOE headline hold at 3.75%, two members of the Monetary Policy Committee (MPC) broke ranks and voted to raise rates immediately.
Read MoreAUD/USD’s bigger uptrend is still alive, but sellers are testing 0.7000 as Fed strength and China weakness bite this week.
Read MoreThe Fed held rates steady, but Warsh’s hawkish message sent the dollar higher as traders quickly repriced what comes next.
Read MoreExperience is what you get when you don't get what you want.Dan Stanford