Podcasts about dxy

Japanese PM Ishiba vowed to stay on despite exit polls from the election showing that the ruling coalition lost its majority.APAC stocks began the week mostly in the green, markets in Japan were shut for a holiday.EU envoys are set to meet as early as this week to formalise a retaliation plan in the event of a possible no-deal scenario with the US, Bloomberg.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.3% after the cash market finished with losses of 0.3% on Friday.DXY is a touch lower, JPY outperforms post-election, EUR/USD remains on a 1.16 handle.Looking ahead, highlights include Canadian Producer Prices, US Leading Index Change.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Japanese PM Ishiba vowed to stay on despite exit polls from the election showing that the ruling coalition lost its majority.EU envoys are set to meet as early as this week to formalise a retaliation plan in the event of a possible no-deal scenario with the US, according to Bloomberg.European bourses are modestly lower, US equity futures are higher with outperformance in the RTY.JPY leads post-election, DXY trundles lower, EUR awaits trade updates.Bonds are boosted after PM Ishiba loses Upper House majority, but not as bad as feared.Choppy trade in crude while base metals are underpinned by China's dam constructionLooking ahead, Canadian Producer Prices, US Leading Index Change, BoC SCE, NZ Trade Balance, Earnings from Verizon, Domino's Pizza & Cleveland Cliffs.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

S&P 500 and Nasdaq 100 hit record highs, Russell 2000 outperformed for the second consecutive day.Fed's Waller says they should cut by 25bps at the July meeting and thereafter adjust meeting-by-meeting.APAC stocks predominantly higher, China shrugged off a 93.5% tariff on graphite; European futures point to a firmer open.DXY rangebound, EUR/USD reclaimed the 1.16 handle, Antipodeans outperformed after Thursday's AUD pressure.Fixed benchmarks marginally higher, JGBs in-fitting into the weekend's Upper House election.Crude holds onto Thursday's upside, XAU rangebound, base metals post mild gains.Looking ahead, highlights include German Producer Prices, US Building Permits/Housing Starts, UoM prelim, G20 Finance Ministers Meeting, Speakers including ECB's Nagel & German Finance Minister Klingbeil, Earnings from 3M, American Express, Charles Schwab, Atlas Copco, Hexpol, Boliden, Skanska, Telia & Danske Bank.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are very close to an India deal, could possibly make one with Europe & it is too soon to say re. Canada.US stocks finished higher but with volatile trade amid reports that Trump had drafted a letter to fire Powell; later, Trump denied this.DXY has regained some composure after getting hit on Fed independence concerns, G10s softer with AUD lagging after soft jobs data.USTs ease after Wednesday's upside, JGBs initially followed suit but picked up after the latest JGB liquidity auction.Crude remains afloat, XAU rangebound, base peers lack conviction in contained trade.Highlights include Australian Employment, UK Jobs, EZ HICP (Final), US Trade, Jobless Claims, Retail Sales & Atlanta Fed GDPNow, G20 Finance Ministers Meeting, Speakers including Fed's Kugler, Daly, Cook & Waller, Supply from Spain, France & UK, Earnings from Novartis, Publicis, Volvo, PepsiCo, GE, Abbott Laboratories, Netflix & TSMC.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump says he is working on five to six trade deals and there will probably be two to three deals by August 1st. Also notes that pharma tariffs will probably begin at month-end and initial tariffs on pharmaceuticals will be lowEuropean bourses are mixed having clambered off early morning lows, Autos/Tech lags following results from Renault and ASML.US equity futures trade on either side of the unchanged mark, NQ lags as it digests ASML's results where it walked back on its 2026 growth outlook amid tariff uncertainty.DXY essentially flat awaiting US PPI, GBP digests hot inflation metrics.EGBs slightly heavy into the MMF, Gilts lag on CPI, USTs flat before PPI.Looking ahead, US PPI, Industrial Production & Capacity Utilisation, Speakers including Fed's Barkin, Barr, Cook, Hammack, Logan, Kugler & Williams. Earnings from J&J, PNC, BAC, Goldman Sachs, Morgan Stanley.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly subdued following the lacklustre handover from Wall St.US President Trump says he is working on five to six trade deals and there will probably be two to three deals by August 1st.European equity futures indicate a marginally softer cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with losses of 0.3% on Tuesday.DXY is fractionally softer after gaining again yesterday, EUR/USD has returned to a 1.16 handle, Cable sits sub-1.34 pre-CPI.France's Marine Le Pen warned that if French PM Bayrou does not revise his public spending plan they "will seek to topple him".Looking ahead, highlights include UK CPI, US PPI, Industrial Production & Capacity Utilisation, Fed's Barkin, Barr, Cook, Hammack, Logan, Kugler & Williams, Supply from Germany, Earnings from J&J, PNC, BAC, Goldman Sachs, Morgan Stanley, ASML & Sandvik.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Bitcoin soars past $122K flipping Amazon's market cap. Charlie and Colin analyze price predictions from $150K-$400K, discuss the Mayer Multiple indicator, boomer ETF flows, and whether the 4-year cycle still holds in this bull market.Charlie and Colin dive deep into Bitcoin's explosive run past $122,000, analyzing what's driving the rally and how high it could go. They break down predictions from Peter Brandt ($150K), Bob Lucas ($175K), and the wild $400K call from Udi. Plus: why boomer ETF flows might be the secret sauce, the Mayer Multiple indicator, and whether we're in for a supercycle.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• Bitcoin hit $122K all-time high over weekend• Market cap exceeds $2.4 trillion, flips Amazon• Mayer Multiple at 1.12, well below 2.4 threshold• iShares Bitcoin ETF trades at $67 per share• DXY down 10.7% in 2025, worst since 80s• Gold market cap at $22.3 trillion (10x Bitcoin)Timestamps:00:00 Start03:00 Bitcoin marketcap flips Amazon & Google08:25 Mayer Multiple (it's back baby!)10:27 Analyst: Peter Brandt (parabolic advance)13:54 Analyst: Bob Lucas (4 yr cycle)25:19 Analyst: Udi (just vibes man)-

APAC stocks were ultimately mixed with the region indecisive in the aftermath of the latest Chinese GDP and activity data.European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with losses of 0.2% on Monday.DXY has given back some of yesterday's gains, EUR/USD remains on a 1.16 handle, other majors are contained.EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.Crude futures remained subdued after US President Trump announced 100% tariffs on Russia and secondary sanctions on other countries that buy oil from Russia if a Ukraine deal is not struck within 50 days.The ECB is to discuss a more negative scenario next week than previously envisaged in June after Trump's latest tariff threat, according to Reuters.Looking ahead, highlights include EZ Industrial Production, German ZEW, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves, Supply from Germany, Earnings from JPMorgan, Blackrock, Wells Fargo, Citi and Ericsson.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump sent trade letters to the EU and Mexico announcing 30% tariffs from August 1st (separate from sectoral tariffs).The EU is planning to "step up engagement" with other nations impacted by US President Trump's tariffs, according to Bloomberg sources.APAC stocks were mostly positive but with some cautiousness seen following US President Trump's tariff letters, while the region also reflected on mixed Chinese trade data.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.6% after the cash market closed with losses of 1.0% on Friday.DXY is marginally firmer, EUR/USD is only slightly softer despite Trump's tariff announcement, other majors are contained.Looking ahead, highlights include US President Trump's Comments on Russia, ECB's Cipollone, supply from the EU.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Crypto News: Bitcoin pumps to a new high of $117,000 as Altcoins like Ethereum and XRP starting moving. US Treasury rolls back crypto broker reporting rules.Show Sponsor -

US President Trump announced a 35% tariff for Canada and flagged a potential 20% blanket tariff for other countries; US is set to keep the tariff exemption for USMCA goods, according to a US official.Trump also noted the EU will receive a letter by Friday. Ahead of this, European bourses are in the red with sectors (ex-energy, post-BP) following suit.Stateside, futures are lower into a docket headlined by potential trade developments, ES -0.6%.USD extends on its recent recovery, resilient to trade updates. DXY notched a 97.89 peak, G10s broadly under pressure with the JPY lagging.Fixed was lifted by the above updates, since pulled back and moved into the red, a pullback intensified by a hawkish interview with ECB's Schnabel.Choppy trade for crude awaiting developments on numerous in-play factors, precious metals glean from the risk tone while base peers are tarnished.Looking ahead, highlights include Canadian Jobs, Fitch on Germany, DBRS on Sweden, Speakers including ECB's Cipollone. Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Welcome to a special BIG SHOW Edition of the Theory Of Thing Investment Podcast — hosted by James Whelan, MD of BPC Wealth, and Heath Moss of HLM Investments. This week they're joined by Billy Leung of Global X ETFs and David Sokulsky of Carrara Capital for an unmissable market deep-dive.From the DXY and Copper's charge to Emerging Markets, tariff fatigue and James' fresh concept of RE-globalisation, the team breaks down what's driving portfolios now — and where they're positioning next.Plus, special guest Ralphy “Racetrack Ralphy” Horowitz drops his best racing tips, and Mathieu Mozziconacci serves up the ultimate restaurant specials. It's a market wrap, punting preview and dining guide all in one BIG SHOW.Tune in, take notes, and get your edge for the week ahead.#TheoryOfThing #InvestmentPodcast #Markets #Copper #EmergingMarkets #GlobalX #CarraraCapital #Reglobalisation #RacingTips #RestaurantSpecials #BigShow #AcastSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

European bourses began with modest gains and have gradually increased, largely led by reports of Chinese housing support.US futures are contained as newsflow has been limited, ex-China, since the overnight tariff developments.DXY is marginally firmer but well within Wednesday's band, G10s flat aside from Antipodeans benefiting from metals action and China support; BRL lags on 50% tariffsFixed benchmarks have been gradually drifting from overnight highs, now essentially flatBase metals glean on reports of Chinese stimulus, precious peers also firmer though action has been more gradualLooking ahead, highlights include US Weekly Claims, Chinese M2/New Yuan Loans, Speakers including Fed's Musalem, Waller & Daly, BoE's Breeden, Supply from the US. Earnings from Delta & Conagra Brands.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed following the similar performance stateside where tariff updates remained in focus.US President Trump said he will announce something on pharmaceuticals very soon and will be announcing semiconductor tariffs, believes the copper tariff will be 50%.President Trump said the US is probably two days off from sending the EU a letter, which means a deal.European equity futures indicate a slightly higher cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with gains of 0.6% on Tuesday.DXY is a touch higher with the USD mixed vs. peers (stronger vs. havens, weaker vs. antipodeans).RBNZ maintained the OCR at 3.25%, as expected, hinted at future rate cuts ahead.Looking ahead, highlights include BoE FSR, FOMC Minutes, RBA's Hunter, BoE Governor Bailey, ECB's Lane, Nagel & de Guindos, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump sent tariff letters to 14 countries, including Japan, South Korea, South Africa, and Thailand, with tariff rates ranging between 25%-40%.Trump also warned against retaliation, although he also delayed the tariff deadline to August 1st - leaving room for negotiation.APAC stocks mostly traded with cautious gains as participants digested the Trump letters; Wall Street closed lower.RBA defied the broad consensus and instead decided to pause on rates through a 6-3 majority vote.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 1.0% on Monday.DXY is steady, AUD is the clear outperformer across the majors, USD/JPY sits on a 146 handle.Looking ahead, highlights include German Trade, US NY Fed SCE, NFIB Business Optimism, EIA STEO, RBA's Bullock, ECB's Nagel & de Guindos, Supply from Netherlands, UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said the August 1st tariff deadline is firm, but he is open to other ideas.European bourses began on the front foot, digesting the deadline pushback and reports that the US offered the EU a 10% tariff deal, via Politico.Since, benchmarks have eased off best with the tone now mixed, Euro Stoxx 50 +0.1%. Stateside, non-tariff updates limited, ES +0.1%.DXY is giving back some of Monday's gains. AUD outperforms on a surprise RBA hold. EUR and GBP both firmer, but off best.Fixed benchmarks hit by the tariff deadline extension and a packed supply docket.Crude in the red but within familiar ranges, pressure intensified on reports that Doha talks recommenced. Metals follow the risk tone.Looking ahead, highlights include US NY Fed SCE, NFIB Business Optimism, EIA STEO, ECB's Nagel & de Guindos, Supply from the USClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly subdued with the region cautious ahead of upcoming key events, including central bank announcements and the July 9th tariff deadline.US President Trump said 12 nations will receive tariff letters on Monday (deliveries to start from 17:00BST). Also, threatened 10% additional tariff for those aligned with BRICS.US Treasury Secretary Bessent said letters to trading partners will notify them that if no deal is reached, they will revert to April 2nd tariff levels; tariffs to take effect on August 1st.European equity futures indicate a quiet open with Euro Stoxx 50 future flat after the cash market closed with losses of 1% on Friday.DXY has kicked the week off on the front foot, antipodeans lag alongside the soft risk tone, EUR/USD remains on a 1.17 handle.Crude pressured after OPEC+ accelerated its output hike with an increase of 548k bpd for August (prev. 411k bpd increase).Looking ahead, highlights include German Industrial Output, Swedish CPIF (Flash), EZ Sentix & Retail Sales, BoE Gilt sale operation.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into the looming deficit and treasury issuance implications, the EM-ification of the US, the symptoms of a failed system, and the inevitability of currency debasement. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Weekly Roundup Charts: https://drive.google.com/file/d/1WckOC1BLjh33MBzZsCrHM5TatPCd1EZF/view?usp=sharing — Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network's bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/ — Timestamps: (00:00) Cold Open (04:00) Bullish NFP? (08:25) Ads (Aptos) (11:12) Anti-Immigration Impact (17:32) Wage Growth, Yields & Controlled Demolition (21:22) BBB Passed, Now What? (26:40) Ads (Aptos) (27:32) Both Sides Are Terrible (34:32) High-Yield Credit (37:17) Get Out on the Risk Spectrum (39:52) Active Treasury Issuance Greater Than QE (41:37) The Problem is Getting Worse (44:12) All Roads Lead to Debasement (46:58) Crushing Global Labor (48:52) DXY & the End of Central Banking (51:47) EM-ification of the US (54:12) MSTR & BTC Volatility (58:44) Seasonality, Leverage & Momentum (01:01:32) Symptoms of a Failed System (01:08:50) Buying vs Renting (01:13:28) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

APAC stocks were mixed following a similar handover from the US where participants digested data, trade commentary and a slew of central bank rhetoric.US President Trump said he doubts the US will have a deal with Japan but will possibly have an agreement with India.US Senate narrowly passed President Trump's sweeping tax and spending bill; House to vote by Thursday "at the latest".European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.6% after the cash market closed with losses of 0.4% on Tuesday.DXY is modestly firmer, JPY narrowly lags on negative trade headlines, EUR/USD is lingering just below the 1.18 mark.Looking ahead, highlights include EU & Italian Unemployment Rate, US Challenger Layoffs, ADP National Employment, Canadian Manufacturing PMI, NBP Policy Announcement, ECB's de Guindos, Cipollone, Lane, Lagarde & BoE's Taylor, Supply from UK & Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses in the green, shrugging off a mixed APAC lead. US futures post modest gains, RTY outperformsUSD attempts to atone for recent pressure. DXY eyes 97.00 to the upside, JPY lags, EUR and GBP both hitFixed in the red, Gilts lag after the UK Welfare Reform u-turn. USTs await data and fiscal updatesUS House set to convene at 09:00ET, Punchbowl reports several sources expressing alarm at the number of no's from lawmakersCrude in the green and despite light newsflow continue to climb, metals mixedLooking ahead, highlights include US Challenger Layoffs, ADP National Employment, Canadian Manufacturing PMI, NBP Policy Announcement, ECBʼs Lane & Lagarde.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks began the new quarter mostly higher, albeit with gains tentative; Wall Street closed higher.The Senate vote-a-rama process is ongoing before a final version is sent back to the House to approve the bill, before then sending it to Trump's desk.EU is to accept Trump's universal tariff but seeks key exemptions and wants the US to commit to lower rates on key sectors, according to Bloomberg.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 future +0.1% after the cash market closed with losses of 0.4% on Monday.DXY is steady, EUR/USD briefly ventured onto a 1.18 handle, USD/JPY marginally extended on its downside.Looking ahead, highlights include EZ, UK & US Manufacturing PMIs, German Unemployment Rate, EZ HICP, US ISM Manufacturing, JOLTS Job Openings, ECB SCE & Central Banking Forum, Speakers include ECB's de Guindos, Elderson, Schnabel & Lagarde, Fed's Powell, BoJ's Ueda, BoE's Bailey & BoK's Rhee.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

【節目】在前一次有討論過十年的匯率回測，這次來討論美元長期貶值可能的原因?從回歸趨勢線與標準差來觀察。 大綱: 1.回顧美元對台幣十年匯率趨勢 2.標準差通道的意義與觀察結果 3.近期美元大幅貶值的技術解讀 4.回歸趨勢線的均值修正現象 5.回歸通道作為風險管理工具 6.美元偏離標準差後的投資策略 7.偏離是否會回歸的判斷條件 8.美元長期走弱的結構性原因 9.台幣升值背後的經濟因素 10.長期投資者應採取的行動建議 關鍵字: #美元貶值 #台幣升值 #匯率趨勢 #標準差通道 #均值回歸 #美元資產 #匯率風險 #投資策略 #實質利率 #外資流入 #DXY #亞洲貨幣 #貨幣政策 #美債 #技術指標 第563集，2025/06/26錄製 #AwesomeMoney #威利研究室 用研究改變你的財商視野 節目連結： YouTube 搜尋: 威利財經角 Podcast 搜尋: Awesome_Money 收看頻道會員節目: https://cutt.ly/HeRTJFB2 加入頻道會員: https://cutt.ly/zwTJf5e0 訂閱方格子 (文稿、程式範例): https://vocus.cc/willy03/home 威利投資生活事 Line 社群: https://forms.gle/CabjyDhux35utmyU9 免費電子報訂閱: https://cutt.ly/lwOV4s2Q 使用電子報原因: https://cutt.ly/kwOV4U8H 收聽|看文章|互動社群|目錄: https://cutt.ly/AwesomeMoney －－－－以下訊息由 SoundOn 動態廣告贊助商提供－－－－ 住近美術館，把握最後機會 《惟美術》3房熱銷倒數 輕奢品味，全新完工，即刻入住 近鄰輕軌C22站，設籍明星學區 預約來電 07-553-3838 https://sofm.pse.is/7tdxqf -- 【開飯川食堂】夏季限定料理，熱辣登場

A firmer start to the week Stateside, ES +0.4%, as markets focus on the progress of Trump's Bill; however, Europe is more contained, Stoxx 600 +0.1%, as the reciprocal deadline nears.US Senate voted to begin debating the Reconciliation Bill; vote-a-rama not expected to start until 09:00ET today, as such the House will not vote until Wednesday at the earliest, via Fox's Pergram.DXY has kicked off week-, month-, quarter- & H1-end on a mildly negative footing, though the magnitude of this has dissipated across the morning. EUR contained, JPY outperforms, GBP softer.Fixed benchmarks were contained overnight before EGBs picked up on numerous German data points.Crude benchmarks are in the red but only modestly so, updates continue on the geopolitical front, with Trump saying he is not offering Iran anything.Looking ahead, highlights include US Chicago PMI, Speakers including ECB's de Guindos & Lagarde, Fed's Bostic & Goolsbee.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks began the week mostly in the green following last Friday's record highs on Wall St; participants digested a slew of data including mixed Chinese PMIs.US and Canada agreed to resume negotiations with a view towards reaching a deal by July 21st after Canada rescinded the Digital Services Tax.The Senate is set to vote on Trump's sweeping tax cut and spending bill on Monday following a 51-49 vote to open the debate on the bill.European equity futures indicate a positive open with Euro Stoxx 50 future up 0.3% after the cash market closed with gains of 1.6% on Friday.DXY has kicked the week off on the backfoot but holding above Friday's low, JPY outperforms, EUR/USD sits on a 1.17 handle.Looking ahead, highlights include UK GDP (Q1 final), German Import Prices, Retail Sales & CPI, Italian CPI, US Chicago PMI, ECB's de Guindos & Lagarde, Fed's Bostic & Goolsbee.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Commerce Secretary Lutnick stated that several deals will be announced in the coming week, with the Europe deal expected at the end.Punchbowl reports that Republican Senators say voting on the Reconciliation Bill will not begin until Saturday at the absolute earliest.European bourses benefit from a flurry of US-EU trade updates, US futures gain modestly into PCE.DXY extends its losing streak for a fifth session as PCE looms.USTs are under modest pressure with Bunds also hampered following French/Spanish inflation figures.Crude is firmer & XAU slips given the risk tone but base metals fail to benefit.Looking ahead, US PCE, UoM Survey Final, Fed's Williams, Hammack; ECB's Cipollone.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump may accelerate the announcement of a successor to Fed Chair Powell, according to WSJ sources.Chinese state planner official said with policy implementation and introduction, "we are confident and capable of minimising the adverse impacts from external shock", according to Reuters.Micron (MU) said there may have been some tariff-related pull-ins by certain customers; customer inventory levels have been healthy overall across end markets.European & US indices trade modestly higher, ES +0.3%; Shell has “no intention” of making an offer for BP.DXY hammered amid reports Trump is to name a Powell successor early; a report which has also weighed on US yields.Crude trims initial gains, metals glean strength from the dovish Fed source report, USD weakness and Chinese commentary.Looking ahead, US Durable Goods, GDP Final (Q1), PCE (Q1), Jobless Claims, National Activity Index, Advance Goods Trade Balance, Wholesale Inventories, Banxico Policy Announcement, ECB's de Guindos, Schnabel, Lagarde; BoE's Bailey; Fed's Daly, Barkin, Hammack, Barr, Kashkari, Supply from the US, Earnings from Walgreens, Nike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Economist Steve Hanke says a U.S. recession is almost inevitable, and warns that the Fed, Wall Street, and Donald Trump are all looking in the wrong direction. In this sharp, wide-ranging interview with James Connor, he explains why ignoring money supply is a fatal flaw in today's policy and why the economy may be headed for a major contraction. Hanke also unpacks global warning signs: deflation in China, collapsing demand, rising youth unemployment, and geopolitical chaos, all while markets remain near all-time highs akin to the early 2000s dot-com bubble. Key Topics: • Why Steve thinks there's an 80 to 90% chance of a U.S. recession • Why Powell is ignoring money supply growth, and why it matters • China's economic weakness and deflation • The weaponization of the dollar and its global fallout • Why the stock market looks like the early 2000s dot-com bubble • Bond market concerns and real yields rising • U.S. defense spending: “a black hole” fueling endless war • Still bullish on gold, and how to track sentiment • Market vs. macro disconnect: Buffett's caution is a clue Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://wealthion.com/free/ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Steven Hanke's books: - Making Money Work: How to Rewrite the Rules of Our Financial System: https://a.co/d/6Oip6hx - Capital, Interest, and Waiting: Controversies, Puzzles, and New Additions to Capital Theory: https://a.co/d/2PuBVMV Chapters 0:57 - Trump's “Too-Late Powell” Tweet: Hanke Fires Back 5:36 - Is the Fed Still Behind the Curve? 7:06 - Money Supply at 4 %: Recession Brewing? 10:35 - Global Demand Cracks: Louis Vuitton to JetBlue 16:40 - Is the Dollar Doomed? DXY in Focus 18:10 - Q2 GDP Guess: Hard Landing Ahead? 23:12 - “One Big Beautiful” Bill or Budget Bust? 26:18 - G7 Discord & Canada's $4 B Ukraine Pledge 30:39 - Why Is Zelensky on the G7 Stage? 31:47 - Can the Battlefield End the Russia-Ukraine War? 32:38 - Market Bubble Detector: S&P at 6000 41:26 - Gold's 25 % Surge: Still Time to Buy? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Recession #FederalReserve #Inflation #Geopolitics #StockMarket #Gold #ChinaEconomy #UkraineWar #DebtCrisis #MarketBubble ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

US President Trump confirmed the launch of “Operation Midnight Hammer”, which involved targeted strikes on Iranʼs nuclear facilities at Fordow, Natanz, and Isfahan.US President Trump warned that “many targets remain,” emphasising that the US had no desire for regime change but threatened larger future strikes if Iran failed to engage diplomatically.The Iranian parliament has approved the closure of the Strait of Hormuz after the US launched strikes against the countryʼs nuclear facilities. Iranʼs security body will make the final decision on whether to proceed with the plan, state television reported. Iranian Foreign Minister said “all options” are on the table.European bourses opened lower in reaction to US-Iran but some managed to climb into the green as the session progressed; US equities are modestly firmer.DXY benefits from the US attack on Iran and currently trades near session highs, JPY the clear G10 laggard.Brief upside in fixed income gives way to energy-induced inflation concern, bearish bias added to by the improving equity tone.Brent gapped higher by 5% at the open in reaction to US strikes on Iran, but has since entirely pared that move.Looking ahead, US Flash PMIs, ECB President Lagarde; Fed's Goolsbee, Kugler, Supply from EU, and Trump's National Security meeting.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump offered Iran a two-week window to monitor negotiations before deciding on military action.European stocks benefit from geopolitical optimism whilst US futures are slightly lower.DXY flat, JPY mildly boosted by Y/Y Core CPI beat.Two-way action for JGBs after reports suggest Japan plans to cut FY25 superlong JGB issuance by JPY 3.2tln, Gilts gap higher on retail sales but fade.Crude curtailed by negotiating updates, European risk tone weighs on gold.Looking ahead, US Philly Fed Business Index, Leading Index Change, Canadian Producer Prices & Retail sales, EU Consumer Confidence, Quad witching, Iranian Foreign Minister Araghchi meets with European Ministers, Holidays in Sweden, Finland, New Zealand.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this KE Report daily editorial, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex, for a timely breakdown of the latest Fed meeting, ongoing U.S. economic data deterioration, and key currency market developments.   Key points include:  Federal Reserve Recap: The Fed left rates unchanged, but the dot plot revealed a sharply divided committee, ranging from no cuts to three cuts in 2025. Marc notes the underlying message: elevated uncertainty remains, despite Powell's claim of improved clarity since April. Economic Data Trending Lower: Marc outlines a string of disappointing economic reports - retail sales, industrial output, and housing starts - that point to a gradual weakening of the U.S. economy. He notes that data surprise models have cratered, and the Fed's GDP forecast for 2025 was revised down to 1.4%. Rate Cut Timing: July vs. September? Despite dovish remarks from Governor Waller, Marc views a July cut as unlikely. Most Fed officials are signaling a wait-and-see approach, with September now the key window, especially if labor market softness persists. Is It Stagflation? While the term is gaining traction, Marc pushes back, arguing inflation remains moderate and real growth, while slowing, is still above recessionary levels. But he acknowledges the “stagflation psychology” is creeping into markets and sentiment. Currency Market Focus: The U.S. dollar remains under pressure, despite a short-term rebound above 99 on the DXY. Marc notes positioning is crowded short and highlights the structural shift in asset allocations away from the U.S. as a longer-term drag. Potential Shocks Ahead: Marc flags two looming risks: • Tariffs - July 9 could bring new U.S. trade actions across pharma, chips, and more. • Middle East Conflict - Oil prices have responded, but broader markets remain cautious unless the conflict escalates. Click here to visit Marc's site - Marc To Market.

Crypto News: Uncertainty hits investors in the Crypto market as Bitcoin stalls and War rises in the middle east. Trump Media gets SEC Approval for share sell to buy Bitcoin.Show Sponsor -

Craig Hemke, Founder & Editor TF Metals Report, joins us for his weekly editorial to break down the latest moves in the U.S. Dollar, the precious metals sector, and positioning in the silver market.   Key Themes Covered: U.S. Dollar Breakdown: With the DXY falling below 98, approaching multi-year lows, Craig discusses how this weakness acts as a tailwind for precious metals and broader commodities. He outlines the inverse tick-for-tick trading patterns between the dollar and gold, especially during key Fed events. Silver COT Warning Signs: Despite silver pushing above $36, Craig flags caution based on the CoT (Commitment of Traders) report positioning. Speculative interest may be topping out, creating the potential for a pullback tied to July contract expirations and positioning rollovers. Gold/Silver Ratio Outlook: While some traders use the gold-silver ratio to toggle exposure, Craig remains focused on fundamental and technical price action. He wouldn't be surprised to see the ratio revisit 100 before silver regains momentum. Silver Stocks Divergence: We analyze the recent disconnect between silver prices and the underperformance of silver equities like SIL and SILJ, even amid record volume. Craig discusses how shallow market depth and investor skepticism may still be suppressing upside despite stronger silver pricing. Gold's Long-Term Drivers: With central banks continuing to add to gold reserves and global debt exploding (e.g., $116,000/second added to U.S. debt in May alone), Craig emphasizes that fiat devaluation remains the core bullish case for gold in the years ahead. Visit https://www.tfmetalsreport.com for more of Craig's insights Drop your questions in the comments and subscribe for future updates.

APAC stocks traded lower and US equity futures were pressured amid the worsening geopolitical situation in the Middle East.Israel conducted pre-emptive strikes on Iranian nuclear and military targets; Iran warned that Israel and the US will pay a heavy price.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 1.9% after the cash market closed with losses of 0.6% on Thursday.DXY has been boosted by geopolitical risk, antipodeans hit, EUR/USD is back on a 1.15 handle.Crude futures have rallied, given geopolitics; Iran says refining facilities and oil storage did not sustain damage in the Israeli attack.Looking ahead, highlights include UoM Sentiment (Prelim), S&P to Review Germany's Credit Rating, ECB's Panetta & EldersonRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Israel conducted pre-emptive strikes on Iranian nuclear and military targets; Iran warned that Israel and the US will pay a heavy price.Iran's President to speak on the subject soon; US President Trump urged Iran to "make a deal, before there is nothing left".Geopolitics driving all price action with crude posting significant gains & equities under pressure; ES -1.2%, Euro Stoxx 50 -1.4%FTQ ensued overnight, supporting fixed income and XAU; gold remains near best, but fixed has pulled back to Thursday's parameters.DXY on the front foot, but shy of Thursday's high, as the USD benefits from its haven status. JPY surprisingly softer vs USD. EUR and GBP both hit, antipodeans lag.Looking ahead, highlights include UoM Sentiment (Prelim), S&P to Review Germany's Credit Rating, Speakers including ECB's Panetta & Elderson. Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Nossos sócios Luiz Eduardo Portella, Tomás Goulart, Sarah Campos e Victor Ary debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo.⁠ ⁠ No cenário internacional, foram divulgados números de inflação nos EUA, abaixo da expectativa, tanto para bens, quanto para serviços; e de emprego - os pedidos de auxílio-desemprego novamente vieram acima do esperado. No contexto geopolítico, Israel realizou o que chamou de ataque preventivo a instalações nucleares e militares no Irã, que já respondeu ao ataque e ameaça retaliação adicional. ⁠ No Brasil, o Galípolo reforçou que a mensagem principal do Copom está contida na ata. Em termos de dados econômicos, o IPCA de maio veio melhor que o esperado, inclusive nos núcleos; a PMC um pouco mais fraca, e a PMS em linha com a expectativa. O cenário político também esteve conturbado ao longo da semana: após publicação de MP pelo governo, propondo medidas compensatórias diferentes das anunciadas anteriormente, o presidente da Câmara pautou urgência para derrubada do decreto do IOF; e o STF pediu explicações sobre a existência de “emendas paralelas”, gerando atrito na relação com o Congresso. ⁠ No mercado de crédito, a semana também foi marcada por maior demanda nos mercados primário e secundário, com volume de negociação elevado, e R$16 bi de emissões primárias – além de um pipeline robusto para a próxima semana, que também tende a ser influenciado, nas próximas semanas, por uma antecipação do mercado à possível aprovação da MP 1.303/2025 e taxação de diversos instrumentos hoje isentos. ⁠ Nos EUA, os juros fecharam (vértice de 5 anos -12 bps), o dólar (DXY) enfraqueceu 1,06% e as bolsas tiveram desempenho negativo – S&P500 -0,39%, Nasdaq -0,60% e Russell 2000 -1,49%. No Brasil, os juros também fecharam (jan/29 -20 bps), o Ibovespa subiu 0,82% e o real +0,30%. O petróleo subiu 13%. ⁠ Na próxima, será importante acompanhar os dados de varejo nos EUA, além das decisões do Fed e do Copom. ⁠ Não deixe de conferir!⁠

US President Trump said at a certain point, they will send letters out for countries to take or leave and will send those letters out in a week and a half.Geopolitics is driving newsflow as Iran was judged to have violated IAEA rules. An update which has sparked increasingly escalatory rhetoric.Given the above, equities are in the red with the DXY pressured and havens leading FX while EUR/USD hits a new YTD peak and XAU climbs.Crude pressured despite the above, given the gains seen on Tuesday, Trump's tariff rhetoric, ongoing OPEC+ action and the lack of specificity on what the Iranian response will be.EGBs benefiting from the risk tone, Gilts outperform after soft GDP. USTs in-fitting but with magnitudes more contained into data.Air India flight AI171 to the UK from Ahmedabad, India crashed outside the airport after takeoff. Craft was a Boeing (BA) 787-8 Dreamliner; Boeing lower by as much as 8% in pre-market trade.Looking ahead, highlights include US Initial Jobless Claims & PPI, ECB's de Guindos & Elderson, Supply from the US, Earnings from Adobe & Carnival.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Commerce Secretary Lutnick said they have reached a framework to implement the Geneva consensus; will return to the US to see if Trump approves.Chinese Vice Commerce Minister Li Chenggang said the two sides reached a consensus regarding the Geneva meeting; will report on the framework to leaders.European bourses are firmer this morning, though with Retail lagging; Stateside, futures are just into the red into CPI.DXY choppy but contained within Tuesday's parameters so far. Fixed benchmarks pressured into CPI, Gilts lag.Crude has seen notable two-way action on reporting around Iran. XAU edges higher, base metals mixed. Looking ahead, highlights include US CPI & Weekly Earnings, UK Spending Review, Speakers including ECB's Cipollone, Supply from the US, Earnings from Oracle.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mostly higher following last Friday's gains on Wall St; participants also digested mixed Chinese data.Chinese Y/Y CPI remained in deflationary territory, trade data saw imports and exports fall short of expectations.US President Trump said they are very far advanced on a China deal ahead of high-level talks in London on Monday.US President Trump said he is thinking about the next Fed Chair and it is coming out very soon.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 future down 0.2% after the cash market finished with gains of 0.4% on Friday.DXY has pulled back a touch after gaining on Friday, antipodeans lead, EUR/USD has returned to a 1.14 handle.Looking ahead, highlights include ECB's Elderson, Holiday Closures in Switzerland, Norway, Hungary, Greece & Cyprus.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed following the subdued handover from the US amid a stunning online bust-up between US President Trump and Elon Musk.US President Trump said that trade talks with China have never been off track and straightened out the complexity.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 future down 0.1% after the cash market finished with gains of 0.1% on Thursday.DXY is a touch higher, EUR/USD ran out of steam ahead of 1.15, JPY marginally lags with FX markets otherwise steady.RBI cut the Repurchase Rate by 50bps to 5.50% (exp. 25bps cut) and changed its stance to neutral from accommodative.Looking ahead, highlights include German Industrial Output & Trade Balance, French Trade Balance, EZ Employment, GDP & Retail Sales, US NFP, Canadian Jobs, Bundesbank Semi-Annual Forecasts, ECB President Lagarde & BoE's Pill.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses trade flat/lower following the fallout of the dramatic Trump-Musk spat, but with traders setting their sights on the US jobs report.USD is slightly firmer in what has ultimately been a week of losses for DXY. EUR is trivially softer vs. the USD. JPY is the laggard across the majors.USTs are a touch higher ahead of the US jobs report and following yesterday's ECB-led losses. Bunds are attempting to atone for yesterday's downside. Gilts are being led by the upside in German paper.Crude Futures are subdued amid a firmer Dollar and overall cautious risk tone heading into the US job. Spot gold and silver are largely treading water. Base metals are mixed.Looking head, highlights include US NFP, Canadian Jobs, Speakers include BoE's Pill.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mostly higher as the region took impetus from the rebound on Wall St; gains capped by disappointing Chinese Caixin Manufacturing data.US President Trump's administration wants countries' "best offer" by Wednesday in tariff talks, according to Reuters.White House Press Secretary said US President Trump and Chinese President Xi will likely talk this week.European equity futures indicate a slightly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market closed with losses of 0.2% on Monday.DXY is a touch higher after yesterday's session of losses, EUR/USD remains on a 1.14 handle, antipodeans lag.Looking ahead, highlights include Swiss CPI, EZ HICP, Unemployment Rate, US Durable Goods, JOLTS Job Openings, RCM/TIPP Economic Optimism, Fed's Goolsbee, Logan & Cook, ECB's Lagarde, BoE's Bailey, Breeden, Dhingra & Mann, Supply from UK & Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were subdued heading into month-end as participants digested a slew of data and amid trade uncertainty; Euro Stoxx 50 futures indicate a flat open.DXY little moved after US President Trump-Fed Chair Powell meeting, JPY benefits after mostly-firmer than expected Tokyo CPI.US appeals court temporarily reinstated US President Trump's tariffs during the appeal and said it needs time to consider filings.US President Trump's advisers are considering a stopgap tariff regime if the court appeal against the tariff block fails, while the effort that the Trump administration is considering would allow tariffs of up to 15% for 100 days, according to WSJ.US Treasury Secretary Bessent said the China talks are a bit stalled but believes they will have more talks in a few weeks and noted the EU's deal is in motion.Germany is reportedly eyeing a 10% digital tax on global tech giants like Meta (META) and Google (GOOGL), according to FT.Looking ahead, German Retail Sales, Spanish, German & Italian Inflation, US PCE (Apr), Canadian GDP, S&P Credit Review on France, DBRS on Germany & Spain, Speakers including Fed's Logan, Bostic & Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump's advisers are considering a stopgap tariff regime if the court appeal against the tariff block fails, while the effort that the Trump administration is considering would allow tariffs of up to 15% for 100 days, according to WSJ.US Treasury Secretary Bessent said a couple of large deals are close. Furthermore, he said China talks are a bit stalled but believes they will have more talks in a few weeks and noted the EU's deal is in motion.European stocks opened with modest gains and have continued to build on that, whilst US equity futures are incrementally lower.DXY is firmer and towards session highs, JPY marginally benefits post-Tokyo CPI.USTs marginally lower/flat, two-way EGB action on prelim. inflation prints ahead of Germany's figure and US PCE.Crude is trading with modest gains given the risk tone and into weekend OPEC events, base metals move lower.Looking ahead, German Inflation, US PCE (Apr), Canadian GDP, S&P Credit Review on France, DBRS on Germany & Spain, Speakers including Fed's Logan, Bostic & Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Stocks boosted after NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.NVIDIA (NVDA) shares +6% pre-market following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).US President Trump ordered US chip designers to stop selling to China, according to FT; US halts exporting aircraft engine technology and chip software to China, according to NYT.DXY firmer & havens broadly lag given the risk tone; USTs/XAU both in the red.Looking ahead, Highlights include US GDP 2nd Estimate (Q1), Core PCE Prices (Q1), Jobless Claims, SARB Policy Announcement, Swiss & Scandinavian Holiday, Speakers including Fed's Barkin, Goolsbee, Kugler & Daly, BoE's Bailey & Breeden, Supply from the US Earnings from Marvell, Costco, Dell, Gap, ULTA, Foot Locker, Best Buy & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks mostly higher following the Wall St. strength, futures since off best awaiting NVIDIA earningsUS President Trump says Canada joining the Golden Dome is free if they are the 51st State, adding "They are considering the offer!"DXY continues to pick up, EUR/USD tests 1.13 to the downside & Cable lost 1.35, JPY choppyRBNZ cut as expected, but refrained from overtly dovish languageJGBs came under pressure after a somewhat mixed 40yr auction, USTs & EGBs also softCrude marginally firmer ahead of OPEC, gold indecisive, base peers lacklustreLooking ahead, highlights include German Unemployment Rate, ECB SCE, US Richmond Fed Index, FOMC Minutes, OPEC+/JMMC, Speakers including Fed's Williams, Kashkari & BoE's Pill, Supply from UK, Germany & US, Earnings from NVIDIA, Salesforce, Abercrombie & Macy's.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed with price action contained amid a lack of major fresh catalysts and in the absence of a lead from Wall St.European equity futures indicate a slightly softer cash market open with Euro Stoxx 50 futures down 0.2% after the cash market finished with gains of 1.3% on Monday.DXY is back above 99.00 and attempting to claw back yesterday's downside, EUR/USD is back on a 1.13 handle.US President Trump is said to be eyeing sanctions against Moscow this week, according to the WSJ.Looking ahead, highlights include German GfK, EZ Sentiment, French CPI, US Durable Goods & Consumer Confidence, NBH Policy. Announcement, ECB's Villeroy & Fed's Kashkari, Supply from Netherlands, Italy & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump announced a delay to the 50% tariff deadline on EU goods to July 9th.APAC stocks traded mixed as the initial uplift following Trump's announcement gradually waned.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.6% after the cash market closed with losses of 1.8% on Friday.DXY has started the week on the backfoot and has slipped below the 99 mark, EUR/USD is on a 1.14 handle, antipodeans outperform.Trump called Russian President Putin "crazy" after Russia launched the largest air attack on Ukraine in the war so far despite the sides conducting a three-day prisoner swap.Looking ahead, the only notable highlight on the calendar is ECB's Lagarde. UK & US markets are closed.The desk will run to 18:00BST/13:00EDT on Monday 26th May, at which point the service will close due to holiday closures. The service will then re-open later that evening at 22:00BST for the beginning of the Asia-Pacific session.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded with a mild positive bias as the region mostly shrugged off the lacklustre lead from Wall St.US House Speaker Johnson said a Thursday tax bill floor vote is still realistic.European equity futures indicate a quiet cash market open with Euro Stoxx 50 future flat after the cash market closed with gains of 0.5% on Tuesday.DXY is extending its losing streak for a third session, EUR/USD is back above 1.13, Cable sits above 1.34 ahead of UK CPI.Israel is preparing a possible strike on Iranian nuclear facilities, according to CNN; not clear whether Israeli leaders have made a final decision.Looking ahead, highlights include UK CPI, G7 Central Bank and Finance Ministers Meeting, ECB's Lagarde, Lane, Nagel & Cipollone, Fed's Barkin & Bowman, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Mixed APAC trade, US futures range bound while European futures point to a marginally firmer open.DXY remains lower after Thursday's data, EUR/USD marginally reclaimed 1.12, USD/JPY found support at 145.00.Fixed benchmarks extended/held on to recent gains.Crude benchmarks remain underpinned by the latest on US-Iran, metals marginally softer.Looking ahead, highlights include US Export/Import Prices, UoM Sentiment Survey, BoC SLOS, Speakers including ECB's Lane, Cipollone & Fed's Barkin.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

DXY fell to its lowest value in more than two years. That means the dollar is crashing, right? Everyone says so, but when it comes to the dollar or anything related to the monetary system what everyone says is rarely ever so. The dollar IS going nuts, at least that part's right.Eurodollar University's Money & Macro AnalysisReuters US dollar stranglehold on global FX sets stage for euro parity: Reuters pollhttps://www.reuters.com/markets/currencies/us-dollar-stranglehold-global-fx-sets-stage-euro-parity-2025-01-08/Reuters Next up for markets: A crisis of confidence in the dollarhttps://www.reuters.com/markets/wealth/next-up-markets-crisis-confidence-dollar-2025-04-04/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU