Fundies Cheat Sheet: February 2 – 6, 2026
Last week’s “yo-yo” dollar chaos ended with Warsh’s Fed nomination triggering gold’s brutal 7% collapse. This week: three central bank decisions and Friday’s critical US jobs report.
Read MoreLast week’s “yo-yo” dollar chaos ended with Warsh’s Fed nomination triggering gold’s brutal 7% collapse. This week: three central bank decisions and Friday’s critical US jobs report.
Read MoreSilver crashed 31% this past Friday. Learn what actually caused the collapse and whether it’s time to buy the dip.
Read MoreThe greenback plunged to four-year lows after Trump endorsed dollar weakness, then surged back sharply Friday on Kevin Warsh’s hawkish Fed Chair nomination as precious metals crashed.
Read MoreWith traders already on edge over Fed chair speculation, Monday’s data could either validate the “bottoming out” narrative or send another jolt through dollar positioning.
Read MoreFollowing Australia’s inflation beat AUD/CHF moved beyond the watchlist stage. Post-FOMC strategic focus shifts to pullback zones offering improved risk-reward scenarios.
Read MoreMarkets expect the Fed to hold interest rates steady in January, as the benchmark rate settles into what many officials now view as neutral territory.
Read MoreTraders expect December inflation to support a February hike, but a softer CPI could pressure AUD/USD and AUD/NZD.
Read MoreThe Bank of Canada (BOC) is widely expected to keep rates on hold for the time being, but will they drop hints about their policy outlook this time? Here’s what to look out for.
Read MoreMarkets appear to be bracing for an Australian inflation rebound that could boost February tightening bets for the RBA. Here’s what I’m looking at on AUD/CHF and GBP/AUD in this scenario.
Read MoreCan the upcoming Australian inflation report still influence the Reserve Bank of Australia’s (RBA) policy stance or will it further support its neutral to hawkish bias? Here’s what to look out for.
Read MoreHeadline CPI beat expectations, but conflicting market signals demanded patience over prediction. EUR/GBP emerged as the focus when geopolitical clarity finally arrived midweek.
Read MoreGoogle calls transmission the #1 obstacle to AI expansion. Learn which three stocks control the infrastructure that hyperscalers desperately need to bypass grid delays.
Read MoreThe Fed meets Wednesday in a week where Powell’s succession uncertainty matters more than the rate decision itself, with gold at all-time highs pricing political risk.
Read MoreTrump’s Greenland tariff threats sparked a ‘Sell America’ wave across currency markets before his Davos de-escalation triggered sharp reversals, leaving the dollar as the week’s worst performer.
Read MoreWill U.S. inflation data give Trump more reason to pressure the Fed into cutting rates? Here’s what to look out for in the December core PCE price index.
Read MoreWith rates expected to steady at 0.75%, will Governor Ueda lean toward an April hike or maintain caution amid political pressure mounting?
Read MoreUK inflation beat expectations modestly, but conflicting market signals suggest patience over conviction. EUR/GBP emerges as our focus while we wait for clearer directional probability.
Read MoreIf inflation comes in much cooler than markets expect, Sterling could face renewed selling pressure against major counterparts like the dollar and euro.
Read MoreWhere are BOE easing odds sitting these days? The upcoming U.K. CPI report might have more clues on whether or not the central bank can resume or end its easing cycle soon. Here’s what to expect.
Read MoreU.S. Core CPI missed, weakening USD—but geopolitical & government news dominated, proving exogenous factors can overwhelm data narratives.
Read MoreBeing defeated is often a temporary condition. Giving up is what makes it permanent.Marilyn Vos Savant