Analysis

Australia’s upcoming CPI release could make or break March RBA tightening expectations. Here’s what I’m watching on AUD/NZD and AUD/JPY in case the numbers disappoint.

Now that the RBA officially entered its tightening era, market players will likely zoom in on the upcoming CPI release to gauge if another rate hike is due soon. Here’s what to look out for.

Analyze the RBNZ’s “dovish hold” and how policy divergence, geopolitical tension, and pre-event positioning sparked violent Kiwi reversals in our latest Premium Watchlist Recap.

While everyone buys chip stocks, a niche corner of the trucking industry is booming thanks to AI data center construction. Here’s where the buying opportunities are.

The Supreme Court nuked Trump’s tariffs, he raised them to 15% by Saturday, Core PCE printed 3.0%, and Nvidia reports Wednesday. This week has no chill.

Building a data center requires moving enormous, heavy, fragile equipment on impossible timelines. Only a few logistics companies can actually do it. Here are five stocks worth watching.

Hawkish Fed minutes propel dollar to midweek highs as officials contemplate potential rate hikes, but Supreme Court’s tariff ruling sparks a sharp Friday reversal amid fiscal concerns.

Everyone and his momma knew the Reserve Bank of New Zealand (RBNZ) was going to hold rates steady this month, so why did the Kiwi drop sharply even when the central bank did as expected?

Will the upcoming eurozone flash PMI readings point to further stagnation or are we about to see green shoots? Here’s what to look out for in these data points.

Diverging central bank paths spark an AUD/NZD surge. This study breaks down momentum breakouts versus value pullbacks to navigate the post-RBNZ Kiwi sell-off.

Will Australia’s labor market cool after December’s blowout, or is another surprise about to shake up RBA rate expectations?

If the RBNZ event comes across as bullish for the New Zealand dollar, we’re watching NZD/CHF and GBP/NZD for potential follow-through.

The RBNZ is widely expected to keep interest rates on hold for the time being, so the spotlight could be on new RBNZ head Breman’s presser and the updated quarterly economic forecasts. Here’s what I’m watching on AUD/NZD and NZD/JPY.

Is the RBNZ about to confirm that its easing cycle is over? Or will they keep the door open for further interest rate cuts? Here’s what to look out for in the upcoming central bank announcement.

Dollar strategies faced conflicting signals as better-than-expected payrolls clashed with historic revisions, with only USD/JPY setups advancing beyond watchlist stage amid risk-off flows.

Elon Musk powered his Memphis AI supercomputer without waiting for the utility. Here’s why tech giants are bringing power plants to their data centers instead of the other way around.

Will the UK jobs numbers point to a controlled cooldown, or will markets have to reassess their Bank of England rate cut expectations?

Last week’s conflicting jobs data & softer CPI left markets directionless. This week: Fed minutes, U.S. GDP, PCE inflation, UK CPI, & global PMIs determine rate-cut timing.

Data centers can’t wait 8+ years for grid power. Discover how they’re using unconventional equipment from oil fields and cruise ships. And the stocks that benefit.

Markets whipsawed between conflicting US data—blockbuster jobs versus massive revisions, cooler CPI—while Japan’s election drama kept the yen bid. Most currencies finished mixed in choppy trading.