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Global Market Insights - Forex, Futures, Stocks

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Episodes

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Calmer markets despite Evergrande risks, loonie jumps on Trudeau win

21 Sep 2021

Contributed by Lukas

Send us a textFears of Evergrande contagion ease slightly but markets remain edgy. Loonie soars after Trudeau narrowly secures third term. Aussie and ...

Dollar starts Fed week on front foot; stocks hit by Evergrande fallout

20 Sep 2021

Contributed by Lukas

Send us a textDollar climbs to 4-week high amid Fed taper expectations and Evergrande contagion fears. Global stock markets tumble as Evergrande stock...

Week Ahead: Fed to headline jam-packed week for central banks

17 Sep 2021

Contributed by Lukas

Send us a textThe Federal Reserve is widely expected to give its clearest signal yet nextweek that tapering is just around the corner. But the Fed wil...

Dollar jumps, gold slumps, stocks nervous

17 Sep 2021

Contributed by Lukas

Send us a textSurprisingly strong US retail sales lift dollar. Gold the biggest casualty as yields spike. Quad witching and China risks to drive stock...

Are investors sleeping on systematic risk in China?

16 Sep 2021

Contributed by Lukas

Send us a textChinese real estate titan heads for default - will it hit the economy? Wall Street stages solid comeback, oil keeps going. US retail sa...

Dollar unscathed by soft inflation, equities resume slide

15 Sep 2021

Contributed by Lukas

Send us a textDollar takes little damage despite signs US inflation has peaked. Wall Street resumes selloff - all eyes on China contagion risks. Canad...

US inflation under the microscope

14 Sep 2021

Contributed by Lukas

Send us a textMarkets brace for latest edition of US inflation today. Wall Street stabilizes, aussie struggles on RBA signals. Dollar takes a step bac...

Dollar grinds higher, Wall Street loses altitude

13 Sep 2021

Contributed by Lukas

Send us a textDollar capitalizes on rare selloff in US equity markets. Chinese andJapanese stocks go their separate ways. Crucial US data and election...

Stocks perk up but shaky after Biden-Xi call; dollar pares weekly gains

10 Sep 2021

Contributed by Lukas

Send us a textGlobal equities in better mood, Biden-Xi call helps, but Wall Street still looking wobbly. Euro buys Lagarde’s ‘not tapering’ depi...

Week Ahead: US inflation takes center stage

10 Sep 2021

Contributed by Lukas

Send us a textWithout any central bank meetings on the agenda next week, the spotlight will fall on the latest edition of US inflation and retail sale...

Euro steady ahead of ECB but stocks hit by market jitters

09 Sep 2021

Contributed by Lukas

Send us a textEuro holds above $1.18 ahead of expected ‘tapering’ by ECB. Fresh China crackdowns and fears of slowing growth dent sentiment. Stock...

Dollar catches a bid; Johnson’s tax plan spooks pound

08 Sep 2021

Contributed by Lukas

Send us a textDollar stretches post-NFP rebound as yields creep up. UK looks to tax hikes to cover Covid costs, pound slips to 1-week low. Loonie stru...

Aussie slips on RBA’s dovish taper; dollar extends rebound

07 Sep 2021

Contributed by Lukas

Send us a textRBA sticks to tapering but delays next move; aussie climbs then falls. Dollar on steadier footing, strong China trade data buoys stocks....

Dollar pares NFP-led losses, focus turns to ECB

06 Sep 2021

Contributed by Lukas

Send us a textDollar off lows, yields edge up as investors digest mixed jobs report. Global equities rally, led by China and Japan, spurred by stimulu...

Week Ahead: Tapering high on the agenda as ECB, BoC and RBA meet

03 Sep 2021

Contributed by Lukas

Send us a textAfter the recent taper fever, the Fed may fall out of the limelight next weekas other central banks take centre stage. The European Cent...

Locked and loaded for nonfarm payrolls

03 Sep 2021

Contributed by Lukas

Send us a textDollar on the defensive ahead of US employment report. Stocks and commodity currencies continue to party. Japanese leader steps down, Ni...

Dollar bleeds after hints of NFP disappointment

02 Sep 2021

Contributed by Lukas

Send us a textSoft US jobs indicators cool expectations for tomorrow’s NFP. Dollar extends retreat, stocks hang on to record highs. Oil prices ease ...

ECB hawks talk tapering, euro unimpressed

01 Sep 2021

Contributed by Lukas

Send us a textEuro barely gains despite inflation overshoot and ECB talk. Dollar stages late comeback, stocks hover near records. Crucial US data and ...

Fed shockwaves reverberate

31 Aug 2021

Contributed by Lukas

Send us a textEquities shine, dollar bruised as markets digest Fed signals. Chinese PMIs disappoint, setting stage for more stimulus. European inflati...

Stocks party, dollar drops after vague Powell speech

30 Aug 2021

Contributed by Lukas

Send us a textFed Chair Powell offers no concrete taper signals at Jackson Hole. Equities, gold, and commodity FX storm higher, dollar takes a hit. Sp...

Fed hawks rattle Wall Street ahead of Powell

27 Aug 2021

Contributed by Lukas

Send us a textThree Fed officials call for start of tapering; Wall Street unnerved but futures bounce back. Dollar also reverses earlier moves, edges ...

Week Ahead: The calm before nonfarm payrolls storm

27 Aug 2021

Contributed by Lukas

Send us a textThe calendar is void of any central bank meetings next week, so all eyes will be on the latest US employment report. It will be infinite...

Markets turn cautious in wait for Powell

26 Aug 2021

Contributed by Lukas

Send us a textStocks slip as Delta strain and China crackdown fears resurface. Dollar supported by higher yields but overall, lacks direction. Markets...

Dollar finds footing as Jackson Hole awaited, stocks fly again

25 Aug 2021

Contributed by Lukas

Send us a textMarkets turn to Jackson Hole for direction amid uneasy optimism. Dollar edges up after three-day slide, while Wall Street climbs to fres...

Stocks extend rebound, dollar tanks as Fed taper and Delta worries ease

24 Aug 2021

Contributed by Lukas

Send us a textRisk sentiment continues to improve as Fed seen delaying taper signal. Delta fears also subside as FDA’s full approval of Pfizer vacci...

Equities perk up but Delta casts shadow over Jackson Hole

23 Aug 2021

Contributed by Lukas

Send us a textTrading gets off to a somewhat more positive start as stocks and commodities rise, dollar slips. But Delta surge forces Jackson Hole to ...

Week Ahead: US inflation data in the spotlight

06 Aug 2021

Contributed by Lukas

Send us a textIt will be a quiet summer week, with no central bank meetings and only ahandful of economic data. The main event will be the latest edit...

All about nonfarm payrolls

06 Aug 2021

Contributed by Lukas

Send us a textUS employment report today crucial for dollar and stocks. Sterling gains altitude as BoE strikes a more cheerful tone. Gold hammered low...

Dollar shines after Clarida, BoE in the spotlight

05 Aug 2021

Contributed by Lukas

Send us a textDollar climbs as Clarida beats the rate hike drums, ISM hits record. Bank of England meets today, sterling reaction hangs on QE votes. M...

Wall Street sets new records, kiwi storms higher

04 Aug 2021

Contributed by Lukas

Send us a textUS stocks rally to another record high close, dollar quiet. Kiwi skyrockets after solid jobs data fuel RBNZ bets. Gold lifeless, oil tak...

Yield meltdown boosts the yen, RBA holds the line

03 Aug 2021

Contributed by Lukas

Send us a textYen shines, stock markets erase gains as bond yields slide. Fed Governor Waller opens door for September tapering. RBA sticks to tighten...

Dollar stabilizes, stocks recover ahead of busy week

02 Aug 2021

Contributed by Lukas

Send us a textDollar trades quietly as traders brace for nonfarm payrolls week. WallStreet powers higher, oil takes a hit after soft Chinese PMI. ISMm...

Stocks falter again, bruised dollar seeks to end losing streak

30 Jul 2021

Contributed by Lukas

Send us a textMarket mood sours again as China crackdowns, mixed earnings and Delta fears all weigh. Dollar halts slide but struggles to regain positi...

Week Ahead: Nonfarm payrolls highlight a huge week

30 Jul 2021

Contributed by Lukas

Send us a textGlobal markets will go into overdrive next week, with two central bank meetings and a landslide of data coming up. The RBA will probably...

Powell eases taper angst, dollar slips; China stocks stage rebound

29 Jul 2021

Contributed by Lukas

Send us a textFed cites “progress” but still a ways to go; September taper decision seen less likely. Dollar hits 4-week low as easing China panic...

China selloff steadies but Wall Street wobbles; dollar eyes Fed

28 Jul 2021

Contributed by Lukas

Send us a textChina jitters spread to global equities but rebound may already be underway. US shares slip despite stellar earnings amid China and peak...

Turmoil in China but broader market mood steady

27 Jul 2021

Contributed by Lukas

Send us a textFreefall in Chinese stocks enters third day but rest of Asia takes cues from Wall Street. US shares get another earnings lift, hit new r...

US equities shine ahead of Fed but caution prevails elsewhere

26 Jul 2021

Contributed by Lukas

Send us a textWall Street rallies on strong earnings even as US Covid hospitalizations surge. Caution is the order of the day elsewhere as Delta and g...

Week Ahead: Fed to talk taper but stall on action; growth data in focus amid recovery doubts

23 Jul 2021

Contributed by Lukas

Send us a textThe Federal Reserve is expected to provide more hints on tapering when it meets next week but may stop short of revealing a timeline. Am...

Stormy week ends with US stocks at record highs

23 Jul 2021

Contributed by Lukas

Send us a textNasdaq 100 hits new record as investors warm up to tech stocks. Euro heads lower after ECB commits to negative rates for longer. Global ...

ECB to commit to negative rates

22 Jul 2021

Contributed by Lukas

Send us a textECB meets, likely to lock itself into cheap money for longer. Wall Streetapproaches record highs again as Delta scare fades. Dollar pull...

Wall Street bounces back, dollar powers higher

21 Jul 2021

Contributed by Lukas

Send us a textStock markets claw back losses as dip buyers return. Dollar cruises higher with a little help from recovering yields. But commodity curr...

Economic growth worries torment stocks and oil

20 Jul 2021

Contributed by Lukas

Send us a textEconomic slowdown concerns hit stocks, oil gets demolished. Commodity currencies struggle too, dollar and yen shine. But the panic could...

Virus fears return to haunt markets

19 Jul 2021

Contributed by Lukas

Send us a textGlobal stocks lose altitude as investors sense something ominous. Sterling caught in the storm too, loonie slides with oil after OPEC de...

Dollar heads for weekly gains, only kiwi can keep up

16 Jul 2021

Contributed by Lukas

Send us a textThe US dollar is eyeing a strong close to the week; can retail sales ruin its chances? Other majors flounder, except for kiwi, as stron...

Week Ahead: ECB meeting promises another headache for euro

16 Jul 2021

Contributed by Lukas

Send us a textThe main event next week will be the ECB meeting, where the forward guidance will likely be changed to commit to negative rates for long...

Powell calms inflation nerves; dollar and yields dip but stocks unfazed

15 Jul 2021

Contributed by Lukas

Send us a textFed chief Powell plays down inflation spike, says tapering is “a ways off”.Dollar and yields head back down before virus fears re-em...

US CPI spikes again, dollar rallies; kiwi surges too after RBNZ ends QE

14 Jul 2021

Contributed by Lukas

Send us a textUS inflation jumps again, sending stocks spinning and dollar and yields flying. RBNZ shocks by halting bond purchases, kiwi soars as Aug...

Wall Street hits record before earnings kickoff, dollar holds firm

13 Jul 2021

Contributed by Lukas

Send us a textEarnings optimism drives US equities to fresh record highs ahead of bank results. Risk appetite still shaky in FX markets, dollar and ye...

Risk appetite runs into trouble again as virus cases trend higher

12 Jul 2021

Contributed by Lukas

Send us a textWorries that Delta variant is fuelling a new global surge in infections sap sentiment. Dollar halts decline, edges up, while stocks back...

Week Ahead: RBNZ and BoC to stick to tapering, Delta strain angst for BoJ

09 Jul 2021

Contributed by Lukas

Send us a textIt will be a busy week as the Bank of Canada, Bank of Japan and theReserve Bank of New Zealand all meet, while inflation will take centr...

Stocks and dollar stabilize as bond chaos cools

09 Jul 2021

Contributed by Lukas

Send us a textStock markets and FX pairs cool down after seismic moves. Everything revolves around the bond market - is the squeeze over? Gold recover...

Special ECB announcement could rock the euro today

08 Jul 2021

Contributed by Lukas

Send us a textECB set to announce higher inflation target, Lagarde presser to follow. Dollar little changed after Fed minutes, yen shines as yields cr...

Risk aversion hits stocks, revives dollar

07 Jul 2021

Contributed by Lukas

Send us a textRisk aversion hits stock markets, breathes life back into dollar. Yen shinesas US yields decline, oil under pressure, gold cools. Fed mi...

Aussie and kiwi capitalize on softer US dollar, oil roars

06 Jul 2021

Contributed by Lukas

Send us a textAustralian dollar storms higher after RBA slows asset purchases. Kiwi jumps too, capitalizing on softer US dollar and RBNZ pricing. Oil ...

Dollar knocked down after jobs report, stocks party

05 Jul 2021

Contributed by Lukas

Send us a textUS dollar takes some damage, equities hit new records after US jobs data. Oil prices remain elevated amid OPEC divisions, talks continue...

Dollar on the offensive ahead of NFP; OPEC+ decision postponed

02 Jul 2021

Contributed by Lukas

Send us a textDollar scales fresh highs as NFP forecasts edge up, hits 15-month peakversus yen.  Another mixed day for stocks as Asian growth worries...

Week Ahead: RBA meeting and Fed minutes could spice things up

02 Jul 2021

Contributed by Lukas

Send us a textIt’s a relatively quiet week for global markets. The only central bank meeting will be in Australia, where the Reserve Bank could take...

Dollar extends gains as virus blues strike again

01 Jul 2021

Contributed by Lukas

Send us a textDollar climbs to 3-month high as worries about Delta variant weigh on markets. But equities mixed as US jobs report awaited for more dir...

Dollar cools as Delta fears ease; Wall Street sets another record

30 Jun 2021

Contributed by Lukas

Send us a textFears over Delta variant subside slightly but soft data limit gains in Asian equities. US shares hit fresh records but improved mood kno...

Stocks struggle as Delta variant causes havoc, dollar and yen edge up

29 Jun 2021

Contributed by Lukas

Send us a textWall Street notches up another record but Asia falters amid worrying spread of Delta variant. Dampened mood and US Covid resilience lift...

Quiet start to a busy week for global markets

28 Jun 2021

Contributed by Lukas

Send us a textMost currency pairs confined to tight ranges, stocks set for new records.Sterling opens a touch higher as Britain gets a new health mini...

Week Ahead: Dollar’s fortunes hang on Nonfarm payrolls

25 Jun 2021

Contributed by Lukas

Send us a textWith the Fed's bombshell still resonating in the markets, all eyes will be onthe next edition of nonfarm payrolls. It could single-...

Wall Street parties after ‘skinny’ infrastructure deal

25 Jun 2021

Contributed by Lukas

Send us a textStock markets hit new all-time highs after bipartisan infrastructure bill. Dollar quiet, looks to more Fed speakers and US inflation dat...

Bank of England meeting in the spotlight

24 Jun 2021

Contributed by Lukas

Send us a textBoE unlikely to shake markets today, minor upside risks for sterling. Dollar back in the ring as Fed lets the hawks out. Stocks elevated...

Dollar stable, equities advance as Powell calms nerves

23 Jun 2021

Contributed by Lukas

Send us a textDollar trapped between soothing Fed remarks and longer-term path. ECB considers higher inflation target, ECB/Fed divergence coming? Eur...

Wall Street bounces back, dollar rally takes a break

22 Jun 2021

Contributed by Lukas

Send us a textStock markets reclaim lost ground, dollar pauses as Fed fears abate. Oil grinds higher amid fading hopes for US-Iran deal, gold stabiliz...

Nasdaq hits new record as markets say inflation is dead

18 Jun 2021

Contributed by Lukas

Send us a textTech stocks power higher as markets bet Fed will tame inflation. Dollarkeeps rampaging, gold heads for massive weekly losses. Pound stru...

Week Ahead: Fired up dollar looks to PCE inflation; flash PMIs and BoE eyed too

18 Jun 2021

Contributed by Lukas

Send us a textAfter the Fed’s abrupt but not totally unexpected hawkish turn, the supercharged US dollar will be hoping for another shot in the arm ...

Fed bombshell turbocharges dollar, sinks gold and stocks

17 Jun 2021

Contributed by Lukas

Send us a textFed shocks markets by forecasting much faster rate increases. Dollar storms higher, stocks retreat, gold cracks. Encouraging data trim l...

Fed to evade taper talk but watch the dots

16 Jun 2021

Contributed by Lukas

Send us a textFed likely to steer clear of any discussion about exiting cheap money. But it might pencil in a rate hike for 2023, lifting the dollar a...

Wall Street conquers new highs, yen struggles

15 Jun 2021

Contributed by Lukas

Send us a textTech generals lead stock markets to new all-time highs. Yen suffers as global yields bounce back, dollar quiet. Overall, bonds and stock...

Dollar advances as traders brace for Fed decision

14 Jun 2021

Contributed by Lukas

Send us a textDollar climbs as shorts hedge ahead of Fed meeting on Wednesday. Inflation fears subside overall – Biden infrastructure bill downsized...

Stocks at record, dollar unfazed after US CPI hits 5%

11 Jun 2021

Contributed by Lukas

Send us a textUS inflation surges again, but markets more convinced than ever that it’stransitory. ECB maintains dovish course, yet euro oscillates ...

Week Ahead: Fed to steer away from taper signals

11 Jun 2021

Contributed by Lukas

Send us a textIt's a busy summer week, with three central bank meetings and a ton ofcrucial data. The spotlight will be on the Fed, which is unli...

All quiet before ECB and US CPI; dollar resists slump in yields

10 Jun 2021

Contributed by Lukas

Send us a textInertia sets in as ECB decision, US inflation seen key in determining the summer tone. Treasury yields slump again but dollar steady, st...

Bond yields take a dive, prop up equities, but FX sidelined

09 Jun 2021

Contributed by Lukas

Send us a textBond yields plunge unexpectedly, signalling easing inflation anxiety. US stocks near records but ECB, US CPI awaited for fresh drivers. ...

Markets subdued as ECB, Fed, US spending and inflation outcomes awaited

08 Jun 2021

Contributed by Lukas

Send us a textTraders are biding their time as ECB and Fed decisions loom along with US CPI data. White House infrastructure talks also in focus as ne...

Dollar left reeling after soft NFP; stocks mixed as US CPI around the corner

07 Jun 2021

Contributed by Lukas

Send us a textUS jobs report disappoints again, sending gains in US dollar and yields into reverse. Wall Street buoyed by goldilocks recovery but caut...

Dollar comes alive, tech stocks struggle ahead of nonfarm payrolls

04 Jun 2021

Contributed by Lukas

Send us a textDollar jumps, gold tanks after strong jobs data fuels hopes for NFP today. Tech stocks struggle for altitude amid Fed tapering and tax w...

Week Ahead: ECB and BoC to test taper waters; US CPI in spotlight too

04 Jun 2021

Contributed by Lukas

Send us a textThe European Central Bank will pretend it is not thinking about tapering when it meets next week, while the Bank of Canada will take a s...

Fed sets stage for taper, meme stock madness returns

03 Jun 2021

Contributed by Lukas

Send us a textFed says it will start selling corporate bonds, dollar yawns. Crude oil storms higher as traders bet against Iran deal. Markets quiet ah...

Crude oil powers higher, dollar quiet after ISM data

02 Jun 2021

Contributed by Lukas

Send us a textOil prices climb after OPEC signals nothing new. Dollar quiet, equities surrender gains but remain elevated. Loonie rides the oil wave, ...

Dollar struggles ahead of key data, OPEC decision coming up

01 Jun 2021

Contributed by Lukas

Send us a textDollar drops in thin trading, turns gaze to ISM data and Fed speeches. OPEC meeting unlikely to roil markets, but Iranian negotiations m...

Busy week kicks off with RBA and OPEC meetings

31 May 2021

Contributed by Lukas

Send us a textEquity and currency markets generally quiet with US and UK on holiday.It's a packed week though – RBA and OPEC get the show rolli...

Week Ahead: Could there be another NFP shock in store for the dollar?

28 May 2021

Contributed by Lukas

Send us a textAs predictions about higher inflation turn out to be mostly correct, investors haven’t been doing such a good job in reading the healt...

Yields rise ahead of US inflation data; pound jumps on rate hike hint

28 May 2021

Contributed by Lukas

Send us a textTreasury yields advance on Biden’s $6 trillion budget plan; PCE inflation eyed next. But modest gains for dollar as pound spikes after...

Fed taper talk gathers momentum; dollar, stocks mixed as yields inch up

27 May 2021

Contributed by Lukas

Send us a textFed’s Quarles joins Clarida in signalling taper debate may start soon, but yields rise only slightly. Prospect of less stimulus keeps ...

Kiwi jumps as RBNZ flags stimulus exit; ECB hints not there yet, euro slips

26 May 2021

Contributed by Lukas

Send us a textRBNZ signals 2022 rate hike, kiwi surges, but ECB plays down taper talk, knocking euro. US yields edge up from lows after Fed’s Clarid...

Stocks climb, yields slide as Fed sticks to transitory narrative

25 May 2021

Contributed by Lukas

Send us a textBond yields drop again, growth stocks rally after Fed soothes inflation fears. China’s crackdown on commodity speculators also eases i...

Inflation uncertainty makes for cautious start to week

24 May 2021

Contributed by Lukas

Send us a textDollar and stocks firmer, look to Fed speakers and data for momentum,inflation clues. Euro softer after Lagarde comments, pound slips to...

Week Ahead: PCE inflation might turn heads as long march to June looms

21 May 2021

Contributed by Lukas

Send us a textMarkets just got their first acknowledgement by the Fed that it may soon need to begin discussions on tapering. However, further clarifi...

Dollar licks wounds after rollercoaster week, tech stocks rebound

21 May 2021

Contributed by Lukas

Send us a textDollar skids towards 3-month lows as inflation and taper fears ease further. Wall Street halts losing streak as lower yields lift tech s...

Fed hints at taper discussion soon but dollar struggles to catch a bid

20 May 2021

Contributed by Lukas

Send us a textFed minutes drop first hint of starting to ‘think about thinking about’tapering. US dollar and yields jump, but not much, before eas...

Inflation fears creep in again ahead of Fed minutes

19 May 2021

Contributed by Lukas

Send us a textInflation worries spark US tech selloff, prompting caution ahead of Fed minutes. US futures slip further but dollar slide eases on sligh...

Stocks bounce back as optimism returns, dollar sags

18 May 2021

Contributed by Lukas

Send us a textStocks bounce back as recovery hopes supersede virus and inflation jitters. Dollar slumps on easing Fed taper worries but inflation bets...

Asian virus flareups dent equities but dollar struggles as yields slip

17 May 2021

Contributed by Lukas

Send us a textFresh virus spike in Asia weighs on stocks and bond yields, lifting gold. But some support for risk assets as taper fears ease after sof...

Week Ahead: Inflation scare rocks markets, European PMIs due

14 May 2021

Contributed by Lukas

Send us a textIt was a wild week in financial markets. Stocks got smoked while the dollar clawed back some ground as inflation finally showed its teet...

Wall Street snaps losing streak, but retail sales get the final say

14 May 2021

Contributed by Lukas

Send us a textStocks bounce back as Fed calms tapering nerves, dollar retreats. US retail sales today could spark another round of volatility. Bank of...

Stocks tank, dollar roars as inflation shows its teeth

13 May 2021

Contributed by Lukas

Send us a textDollar comes back fighting, stocks pummeled after US inflation surprise.Traders price in Fed rate hike for next year, but it’s still e...

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