Global Market Insights - Forex, Futures, Stocks
Episodes
Equities rebound ahead of Nvidia earnings, dollar also firms
27 Aug 2025
Contributed by Lukas
Send us a textSteadier bonds and AI optimism help stocks to bounce back; Nvidia eyed. Dollar edges up as Fed independence fears ease slightly. But inf...
Dollar wobbles as Trump tries to fire Fedās Lisa Cook
26 Aug 2025
Contributed by Lukas
Send us a textFedās independence under attack again as Trump wants to oust Lisa Cook. Dollar skids but later recovers, US yield curve steepens sligh...
Fed Chair Powell pushes the dollar off a cliff
25 Aug 2025
Contributed by Lukas
Send us a textPowell hints at a September cut, traders sell dollars. Wall Street indices rally, Dow Jones hits fresh record high. Attention to slowly ...
Tariff and Fed developments weigh on dollarās recovery
08 Aug 2025
Contributed by Lukas
Send us a textMuted risk appetite; equity indices edge higher, bitcoin struggles. August 12 deadline for US-China truce in the spotlight. Gold flirts ...
Week Ahead: US inflation data and RBA decision enter the limelight
08 Aug 2025
Contributed by Lukas
Send us a textUS CPI and PPI data awaited amid dovish Fed bets. RBA ready to cut rates as Australian inflation slows. UK jobs and GDP data to shake th...
Dollar suffers from Trumpās tariff announcements
07 Aug 2025
Contributed by Lukas
Send us a textTariffs back in the spotlight; China could be next. Equities shrug off tariff headlines but dollar weakens. Gold rises despite progress ...
Stagflation fears keep dollar pinned near lows but stocks rebound
06 Aug 2025
Contributed by Lukas
Send us a textMarkets subdued after ISM Services PMI revives inflation and growth worries. Dollar returns to post-NFP lows, gold eases from highs. Tru...
Dollar seeks direction as Trumpās TV appearance could hurt risk appetite
05 Aug 2025
Contributed by Lukas
Send us a textDollar assets on a steadier footing after Fridayās selloff. September Fed rate cut gains traction; Fedspeak is critical going forward....
Dollar and stocks recoup some NFP-led losses, yen and gold ease back
04 Aug 2025
Contributed by Lukas
Send us a textPost-NFP selloff eases as focus turns to Fed rate cuts. Dollar and stocksĀ on steadier footing as yen and gold rallies cool. But tariff ...
Week Ahead: BoE to likely cut in split vote; trade turmoil unlikely to end
01 Aug 2025
Contributed by Lukas
Send us a textBank of England decision to be the weekās main event. ISM services PMI to be only other highlight in relatively quiet week. Market sen...
US jobs data may challenge the dollarās recent strength
01 Aug 2025
Contributed by Lukas
Send us a textTrumpās tariff announcements trigger another risk-off reaction. Dollar is stable, but equity markets underperform despite strong tech ...
Dollar rally pauses as Fed signals patience once again
31 Jul 2025
Contributed by Lukas
Send us a textFed keeps rates unchanged, but leaves door open to future rate cuts. Strong earnings lift equities, reversing the post-FOMC dip. Gold re...
Fed, BoC and BoJ meetings enter the limelight
30 Jul 2025
Contributed by Lukas
Send us a textDollar traders turn cautious ahead of Fed decision. Attention will fall on the likelihood of a September rate cut. BoC and BoJ to remain...
Dollar strength persists ahead of key events
29 Jul 2025
Contributed by Lukas
Send us a textBoth the dollar and US equities start the week on a strong note. Euro suffers as European leaders challenge the US-EU trade deal. Gold r...
US data supports patient Fed, deal with EU boosts appetite
28 Jul 2025
Contributed by Lukas
Send us a textDollar gains as data allow the Fed to stay in wait-and-see mode. US and EU secure trade deal, tariff clock is ticking for others. Wall S...
Dollar on the defensive, seeks support
25 Jul 2025
Contributed by Lukas
Send us a textECB pauses, raises the bar for September rate cut. Trumpās Fed visit proves uneventful, despite rate cut demand. Dollar losses mount t...
Week Ahead: Fed decides ahead of NFP and tariff deadline; BoC and BoJ meet too
25 Jul 2025
Contributed by Lukas
Send us a textFed to likely hold rates and not bow to Trump's pressure. US GDP and jobs reports eyed too as August 1 deadline looms. BoC and BoJ ...
EU and US close to a trade deal ahead of ECB decision
24 Jul 2025
Contributed by Lukas
Send us a textAfter Japan, the US is nearing a trade accord with the EU. S&P Global PMIs in focus ahead of next weekās FOMC decision. ECB to...
Risk appetite improves as US, Japan strike trade deal
23 Jul 2025
Contributed by Lukas
Send us a textUS and Japan reach common ground on trade. Hopes for more deals increase; US-EU talks loom. Yen gains, but temporarily as PM Ishida may ...
Dollar weakness persists
22 Jul 2025
Contributed by Lukas
Send us a textUS equity indices retreat from new all-time highs. Gold pulls back from one-month high, while altcoins remain in demand. Tariff headline...
Dollar slides, gold gains as investors eye trade landscape
21 Jul 2025
Contributed by Lukas
Send us a textDollar pulls back on dovish remarks by Fedās Waller. Trade negotiations in focus ahead of August 1 deadline. Gold seems to be attracti...
Dollar wobbles despite US equity strength
18 Jul 2025
Contributed by Lukas
Send us a textBoth dollar and US equities on course for a positive week. Fed doves push for a July rate cut, but chances remain extremely low. Yen pos...
Trump-Powel saga, ECB and earnings to keep traders busy
18 Jul 2025
Contributed by Lukas
Send us a textDollar stays strong amid safe haven flows and inflation risks. US prel. PMIs and Powell speech to be closely monitored. ECB expected to ...
Dollar strength undermined by Trumpās Fed criticism
17 Jul 2025
Contributed by Lukas
Send us a textTrump firmly holds the keys to market volatility. A July rate cut is likely written off unless data turns negative. US Treasury yields h...
Dollar battles to maintain recent gains
15 Jul 2025
Contributed by Lukas
Send us a textTrump uses tariffs as leverage to end the Ukraine-Russia conflict. Risk-on sentiment remains intact as earnings season picks up speed. U...
Trump announces tariffs on Mexico and EU
14 Jul 2025
Contributed by Lukas
Send us a textDollar gains as Trump continues his tariff-related threats. Traders could pay extra attention to tomorrowās CPI data. Wall Street indi...
Trade tensions heat up, dollar firms, but stocks and cryptos stay bullish
11 Jul 2025
Contributed by Lukas
Send us a textTrump threatens 35% tariffs on Canada in another shock move, EU could be next. Remaining countries face tariffs of 15% or 20% in a major...
Week Ahead: A storm of CPI data and China's GDP in focus amid trade uncertainty
11 Jul 2025
Contributed by Lukas
Send us a textDollar attracts safe haven flows amid trade anxiety. US inflation data could shake July Fed cut probability. UK, Canadian and Japanese C...
Trump threatens 50% tariffs on Brazil but stocks shrug it off, dollar steady
10 Jul 2025
Contributed by Lukas
Send us a textTrump announces fresh round of tariffs on Brazil and smaller nations. Butonly mild risk aversion as Nvidia drives equities higher, hits ...
Dollar fights an uphill battle amidst mounting tariff pressure
09 Jul 2025
Contributed by Lukas
Send us a textMore Trump letters to be sent, with copper, chips and pharmas next on the tariff list. Dollar struggles to hold recent gains, except ver...
US tariff letters boost dollar, dent risk appetite
08 Jul 2025
Contributed by Lukas
Send us a textTrump letters and August 1 deadline in focus. Dollar strengthens as both China and the EU avoid tariff letters. Equities are wobbly, whi...
Markets await trade deals as Trump makes new tariff threats
07 Jul 2025
Contributed by Lukas
Send us a textDollar edges higher, gold slips despite confusion and renewed trade tensions. Trump delays tariff deadline to August 1, says trade deals...
Week Ahead: RBA, RBNZ decisions and Fed minutes eyed as trade deals awaited
04 Jul 2025
Contributed by Lukas
Send us a textJuly 9 tariff deadline looms as trade deals remain elusive. Fed minutes to be watched after positive jobs report. RBA expected to cut bu...
Risk-on sentiment fades as tariffs return to the spotlight
04 Jul 2025
Contributed by Lukas
Send us a textDollar surrenders gains posted after robust labour market report. Trump celebrates US budget bill approval; scheduled to sign it today. ...
Nonfarm payrolls take center stage
03 Jul 2025
Contributed by Lukas
Send us a textSlide in US private payrolls raise concerns about NFP miss. US strikes trade deal with Vietnam ahead of July 9 deadline. Pound feels the...
Powell keeps the door to a July cut open
02 Jul 2025
Contributed by Lukas
Send us a textDollar slides as Powell sounds more dovish than expected. Trumpās bill passes through Senate, pending final vote in House. JOLTs and I...
Dollar steadies as risk appetite eases on data and key deadlines
01 Jul 2025
Contributed by Lukas
Send us a textDollar tumbles 14% against the euro in the first half of the year; Spotlight stays on US budget bill and trade talks; US data deluge tod...
Trade optimism boosts Fed rate cut bets
30 Jun 2025
Contributed by Lukas
Send us a textDollar slides as the US gets closer to trade deals. Trumpās obsession withlower interest rates also weighs. S&P 500 and Nasdaq...
Risk appetite improves further ahead of PCE inflation data
27 Jun 2025
Contributed by Lukas
Send us a textDollar stuck at 3-year low despite trade optimism; Fed rate cut bets weigh. Nasdaq 100 lifts global stocks to all-time highs, gold skids...
Week Ahead: Markets eye nonfarm payrolls as Trumpās pressure on Fed mounts
27 Jun 2025
Contributed by Lukas
Send us a textMiddle East ceasefire and Fed shenanigans weigh on the dollar. ISM PMIs and Nonfarm payrolls to impact Fed rate cut bets. Eurozone infla...
Trump attacks Powell again; dollar hits new low, techs rally
26 Jun 2025
Contributed by Lukas
Send us a textRate cut bets increase after Trump raises prospect of āshadowā Fed chair. Dollar hits new 3-year low, but Wall Street flirts with re...
Dollar stabilizes amidst mixed risk sentiment
25 Jun 2025
Contributed by Lukas
Send us a textIsrael-Iran truce holds; investors focus on the US economy. Powell shuts down July rate cut expectations. US equity rally pauses as doll...
Dollar suffers as risk appetite takes hold
24 Jun 2025
Contributed by Lukas
Send us a textAn Israel-Iran ceasefire has been agreed after 12 days of hostilities. Risk appetite gets a boost, but dollar weakness resumes. Oil surr...
Mideast conflict escalates as US strikes Iran but oil pares gains
23 Jun 2025
Contributed by Lukas
Send us a textUS joins Israel-Iran conflict, strikes three nuclear sites. Oil jumps before pulling back as world awaits Iran response. Dollar edges hi...
Dollar set for weekly gains amid Israel-Iran war
20 Jun 2025
Contributed by Lukas
Send us a textDollar ready to lock weekly gains on Middle East unrest. Oil rebounds as supply concerns remain elevated. SNB cuts by 25bps, BoE deliver...
Week Ahead: PCE inflation and flash PMIs on tap amid Mideast jitters
20 Jun 2025
Contributed by Lukas
Send us a textOngoing Israel-Iran tensions to keep risk sentiment in check. US core PCE and consumption data to offer much-needed distraction. CPI rea...
Fedās hawkish hold and Middle East flare up boost the dollar
19 Jun 2025
Contributed by Lukas
Send us a textFed holds rates steady, revises inflation projections up. Dollar gains, also aided by escalating Isreal-Iran tensions. Oil rebounds on i...
Dollar off-highs despite rising Middle East geopolitical tensions
18 Jun 2025
Contributed by Lukas
Send us a textIsrael-Iran conflict continues; US considers joining in. Dollar slips as risk appetite slightly improves. Oil maintains its recent gains...
Israel-Iran conflict remains in focus ahead of Fed decision
17 Jun 2025
Contributed by Lukas
Send us a textIsrael-Iran headlines remain the main market driver. Amid rising uncertainty, the Fed decides on rates on Wednesday. BoJ keeps rates ste...
Dollar softens amidst cautious risk-on reaction
16 Jun 2025
Contributed by Lukas
Send us a textIsrael-Iran confrontation intensifies. Risk appetite improves after an abysmal session on Friday. Dollar is on the back foot again; both...
Oil surges as Israel attacks Iran, gold and dollar climb too
13 Jun 2025
Contributed by Lukas
Send us a textIsrael launches military strikes on Iran as tensions flare. Oil jumps morethan 10%, safe havens rally but stocks plunge. Bond yields fal...
Week Ahead: Markets brace for central bank barrage amid heightened uncertainty
13 Jun 2025
Contributed by Lukas
Send us a textFed officials to stand pat as they await further clarity. A dovish BoJ could push rate hike expectations into 2026. Deflation fuels spec...
Dollar slides amidst tariff rhetoric and soft US data
12 Jun 2025
Contributed by Lukas
Send us a textTrump dampens risk appetite, cites unilateral tariff plan. Dollar and equities suffer as investors also question US-China progress. Brit...
US and China restore trade truce but markets subdued ahead of US CPI
11 Jun 2025
Contributed by Lukas
Send us a textUS and China reach framework deal but lack of details caps sentiment. Fed rate cut bets scaled back ahead of expected US CPI increase. C...
Dollar fails to recover as investors zoom in on trade talks
10 Jun 2025
Contributed by Lukas
Send us a textUS-China talks resume; chances of an agreement increase. Mixed US stocks performance, but S&P 500 just shy of all-time high. Another...
Week Ahead: US CPI to take centre stage as Fed rate cut bets gather pace
06 Jun 2025
Contributed by Lukas
Send us a textUS inflation may edge up in May but unlikely to dent Fed rate cut bets. Focus also on trade negotiations and US appeals court tariff dec...
Dollar seeks to rebound as investors zero in on US data
06 Jun 2025
Contributed by Lukas
Send us a textTrump-Musk public spat overshadows developments elsewhere. Trump-Xi call restarts US-China negotiations but outlook clouded. Key US data...
US data hurt the dollar, ECB to cut rates again
05 Jun 2025
Contributed by Lukas
Send us a textDollar slides as ADP and ISM data miss estimates. Still, investors see55bps Fed cuts in 2025 ahead of NFPs. BoC stands pad, signals that...
Dollar bounces from six-week low, BoC decides on rates
04 Jun 2025
Contributed by Lukas
Send us a textDollar rebounds on hopes of Trump-Xi call. Data points to labor market weakness ahead of Fridayās NFP. Eurozone CPI slows ahead of ECB...
Risk appetite takes a hit as Trumpās tariffs return to the spotlight
03 Jun 2025
Contributed by Lukas
Send us a textDollar under pressure as Trump hardens trade stance. US administrationdemands trade offers from key partners. Weak start to data release...
Dollar slides amid simmering trade frictions
02 Jun 2025
Contributed by Lukas
Send us a textTrump accuses China of violating deal. Threatens to increase tariff on steel and aluminum. Dollar slides, stock futures point to a lower...
Uncertainty remains high at end of rollercoaster week for the dollar
30 May 2025
Contributed by Lukas
Send us a textUS appeals court reinstates Trumpās tariffs, adding to the market confusion. Dollar whipsaws, while Nvidia comes to Wall Streetās re...
Week Ahead: NFPs, ECB and BoC to steal the show
30 May 2025
Contributed by Lukas
Send us a textISM PMIs and NFP data to shape Fed interest rate bets. ECB set to cut rates, focus to fall on forward guidance. BoC to stand pat amid in...
Dollar benefits from courtās tariff decision but outlook remains clouded
29 May 2025
Contributed by Lukas
Send us a textA US federal court blocks Trumpās tariff decisions. Dollar and US stocks jump on court decision, but rally already fading. Risk of Tru...
Fed minutes awaited as risk rally eases, dollar extends recovery
28 May 2025
Contributed by Lukas
Send us a textUS dollar extends rebound, yen edges up too as bond yields creep up again. But stocks mixed amid persisting worries about US economy and...
Dollar benefits amidst a muted risk-on reaction
27 May 2025
Contributed by Lukas
Send us a textDollar and stocks gain as risk-on sentiment takes hold. Trade deals in focus; a US-India deal is apparently ready. Treasury yields ease,...
Trump backs down on EU tariffs but dollar at one-month low
26 May 2025
Contributed by Lukas
Send us a textTrump postpones 50% tariffs on EU after talks with von der Leyen. Euro tests $1.14 but dollar on the backfoot amid ongoing trade uncerta...
Dollarās recovery proves short lived as fiscal worries prevail
23 May 2025
Contributed by Lukas
Send us a textDollar rebounds on ābuy the factā after House approves Trumpās bill. Improving PMIs and jobless claims add extra support. But reco...
Week Ahead: Fed minutes, PCE inflation and RBNZ eyed as trade war cools off
23 May 2025
Contributed by Lukas
Send us a textAttention turns to Fed minutes and PCE inflation; can they lift the dollar? US yields and Treasury auctions also in focus as budget bill...
Dollar, Treasuries and Stocks extend slide on fiscal concerns
22 May 2025
Contributed by Lukas
Send us a textDollar extends slide as Trumpās bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023...
Dollar weakness accelerates as risk appetite fades
21 May 2025
Contributed by Lukas
Send us a textBoth the dollar and US stocks lose ground. Trumpās tax cut bill in the spotlight. Pound fails to react to stronger CPI report. Gold, o...
Dollar continues to struggle
20 May 2025
Contributed by Lukas
Send us a textDollar loses ground as risk-on momentum slightly fades. Focus today on Fedspeak and likely trade developments. RBA cuts rates again, aus...
Dollar pulls back on new tariff threats; RBA decides on rates
19 May 2025
Contributed by Lukas
Send us a textDollar retreats on Moodyās downgrade, Bessentās tariff comments. US stock futures point to a lower open, gold rebounds. BoJās Uchi...
Dollar extends pullback, stocks mixed as markets lack direction
16 May 2025
Contributed by Lukas
Send us a textDollar close to reversing weekly gains as trade euphoria fizzles out. But stocks maintain some momentum as Fed rate cut bets get small b...
Week Ahead: Fed speakers, RBA decision, UK CPI and preliminary PMIs in focus
16 May 2025
Contributed by Lukas
Send us a textStrong dollar awaits Fed speakers and PMIs. RBA to cut by 25bps, focus to fall on forward guidance. Sticky UK inflation could mean only ...
Equity rally loses steam, dollar slips too; Powell eyed for fresh cues
15 May 2025
Contributed by Lukas
Send us a textUS futures slip despite boost to AI stocks from Trump deals. Dollar retreats amid speculation that Trump supports weaker currency. Gold ...
Dollar struggles to maintain its recent gains
14 May 2025
Contributed by Lukas
Send us a textBoth the dollar and US stocks seek direction as euphoria fades. Implied volatilities ease across the board. Trump calls for a Fed rate c...
Dollarās resilience could be tested after Mondayās surge
13 May 2025
Contributed by Lukas
Send us a textRisk appetite is slightly receding today after Mondayās boost. US stocks and the dollar experienced considerable moves on Monday. US C...
US and China agree to slash tariffs, dollar and stocks surge
12 May 2025
Contributed by Lukas
Send us a textUS and China make progress in trade talks, agree to 90-day reprieve. Dollar, stocks and oil jump as both sides to temporarily lower tari...
Week Ahead: All eyes on US CPI and trade talks amid no end to tariff uncertainty
09 May 2025
Contributed by Lukas
Send us a textUS CPI report takes centre stage to gauge tariff impact. Progress in trade negotiations will also be watched, especially with China. US ...
Risk appetite improves on first trade deal, US-Sino talks in focus
09 May 2025
Contributed by Lukas
Send us a textUS and UK agree on trade, US-China talks loom. Dollar gains on easing anxiety and recession fears. Wall Street extends gains, gold slide...
Dollar gains after Fed decision; BoE looms
08 May 2025
Contributed by Lukas
Send us a textDollar strengthens after Fed sounds less dovish than expected. Stocks inthe green as Powell says economy is solid. Trump expected to ann...
US and China agree to hold talks, Fed decision on tap
07 May 2025
Contributed by Lukas
Send us a textDollar rebounds as US and China agree to hold trade talks. Fed enters the spotlight; focus to fall on tariff commentary. Euro gains afte...
US dollar struggles continue ahead of Fed meeting
06 May 2025
Contributed by Lukas
Send us a textRisk appetite on the mend despite S&P 500 losing ground yesterday. Implied volatilities drop sharply across the board. Gold rallies ...
US dollar fails to benefit from improved risk appetite
05 May 2025
Contributed by Lukas
Send us a textA quiet start to the week, as key markets are closed. All eyes on S&P 500 after nine consecutive positive sessions. Aussie benefits ...
Dollar off highs ahead of NFP, equities buoyed by trade hopes
02 May 2025
Contributed by Lukas
Send us a textTrade tensions continue to ease as China ponders US offer for talks. Stocks extend gains despite red flags in Apple and Amazon earnings....
Week Ahead: Fed, BoE decisions, Chinaās trade data in the spotlight
02 May 2025
Contributed by Lukas
Send us a textFed will sit on the sidelines amid tariff uncertainty. BoE to cut by 25bps, but could still disappoint the doves. China trade data to re...
US dollarās fate tied to incoming US data
30 Apr 2025
Contributed by Lukas
Send us a textRisk appetite improves, focus shifts to todayās US data. Strong data prints to keep next weekās Fed dovishness in check. Trump to sp...
Auto tariff relief keeps risk appetite alive; loonie wobbles on Carney win
29 Apr 2025
Contributed by Lukas
Send us a textTrump expected to ease tariff pressure on US car manufacturers. Dollar and US futures rise modestly, gold edges down; key US data awaite...
Dollarās struggles continue as tariffs remain in focus
28 Apr 2025
Contributed by Lukas
Send us a textRisk appetite improves, but outlook remains clouded. Tariffs in the spotlight as Trump awaits Chinaās capitulation. A quiet start to t...
Risk appetite improves on easing tariff anxiety
25 Apr 2025
Contributed by Lukas
Send us a textDollar rebounds as China considers tariff exemptions. But recession concerns remain, evident by Fed rate cut bets. Tokyo CPI inflation a...
Week Ahead: US GDP, inflation and jobs in focus amid tariff mess; BoJ meets
25 Apr 2025
Contributed by Lukas
Send us a textBarrage of US data to shed light on US economy as tariff war heats up. GDP, PCE inflation and nonfarm payrolls reports to headline the w...
Dollar on the back foot as Trump alters his rhetoric
24 Apr 2025
Contributed by Lukas
Send us a textTrump sends mixed signals about tariffs again. Improved risk appetite weakens, stocks surrender gains. US data and Treasury note auction...
Trump walks back Fed attack, says Chinaās tariffs will drop
23 Apr 2025
Contributed by Lukas
Send us a textTrump says he has no intention of firing Fed Chair Powell. He is also willing to reduce tariffs on Chinese goods. Dollar and Wall Street...
Trade talks progress calms markets after hawkish Powell
17 Apr 2025
Contributed by Lukas
Send us a textTrump hails ābig progressā in US-Japan trade talks. US futures and dollar edge up, gold eases from record high. Fedās Powell maint...
Week Ahead: Eyes on flash PMIs as tariff uncertainty persists
17 Apr 2025
Contributed by Lukas
Send us a textTariff headlines remain at the top of investorsā agendas. But flash S&P Global PMIs could attract special attention. Auctions to r...
Risk sentiment retreats as Trump prepares for fresh tariff decisions
16 Apr 2025
Contributed by Lukas
Send us a textAll eyes on Fed Chair Powell today about rate cut hints. UK CPI keeps the door open to May BoE rate cut. Strong possibility of a BoC rat...
Tariff relief steadies nerves on Wall Street, dollar edges up
15 Apr 2025
Contributed by Lukas
Send us a textTrump hints autos could be next for tariff exemptions. Equities bounce back but lingering uncertainties hold back gains. Dollar on stead...
Improved risk sentiment to be tested as Trump paves way for fresh tariffs
14 Apr 2025
Contributed by Lukas
Send us a textElectronic tariffs in the spotlight, risk appetite gets a small boost. Trump could dampen sentiment with fresh tariff decisions. US equi...
Week Ahead: ECB set to cut, BoC might pause as Trump U-turns on tariffs
11 Apr 2025
Contributed by Lukas
Send us a textECB is expected to trim rates, but the BoC might pause this time.Ā UK and Canadian CPI data also in the spotlight. Retail sales the mai...