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Yesterday’s inflation update from the US didn’t go well. January data showed a hotter-than-expected report across monthly and annual readings and all categories including food, energy and housing.
As such, the Federal Reserve (Fed) rate cut expectations melted like snow under the sun after yesterday’s clear uptick in US inflation suggested that the Fed would better wait and see before doing anything else. The US yields rose, risk appetite weakened while the US dollar unexpectedly softened.
Gold, too, gained despite the rising US yields and the historically negative relationship between US yields and gold prices is no longer a thing....

Federal Reserve (Fed) Chair Jerome Powell’s testimony yesterday went smoothly and in line with the previous remarks that the Fed is not in a hurry to cut the rates.
All eyes are on today’s US inflation update. The US headline inflation is expected to steady near 2.9% y-o-y in January, core inflation may have eased from 3.2% to 3.1%. A set of softer-than-expected inflation numbers could help sooth inflation worries and encourage a deeper retreat in the US dollar and a further advance across the major peers. While a stronger-than-expected set of inflation figures could fuel worries, back a further...

The US dollar extended gains and gold hit a fresh ATH fuelled by fresh tariff threats from Donald Trump. Worries in Chinese markets and rising geopolitical tensions support further gains despite all-time high levels.
Elsewhere, the early moodiness due to Trump’s new tariff threats quickly waned. The euro and Loonie recovered losses against the greenback, while the stock markets in Europe gave a mere reaction to Trump news. The energy and mining heavy FTSE 100 led gains in Europe, goldminer Fresnillo jumped almost 5% to a year-high, while BP rallied more than 7% on news that the activist investor Elliott...

Another week starts with tariff threats. This time, everyone that applies tariffs to the US will be hit back with the same tariffs, and all aluminium and steel imports to the US – no matter from whom – will face a 25% tariff. ;ood this Monday in Asia is pretty mixed – to say the least. Aluminum and iron ore futures are slightly down, the US dollar index is up and the commodity currencies like Aussie and Loonie opened the week with a gap but the AUDUSD recovered early losses. The swift recovery in Aussie was certainly due to the...

Monday’s trade tensions have been gradually waning, last week’s DeepSeek shocker is also digested among global tech investors. Earnings continue to flow in, on the other hand, and reinforce the narrative – or the fear – of rising AI spending and slowing growth. In this context, Amazon – that reported its latest quarter results yesterday after the bell – was the latest to post better-than-expected earnings and revenue but a slower growth of its cloud division.
Zooming out, the S&P500 and Nasdaq 100 are surviving the less-than-wow Big Tech earnings. Both indices hang on near their ATH levels. The easing...

Sentiment across Europe and the US improves on waning trade tensions with the US. Most major indices ended the session in the green, but gains in the US were questionable due to the underwhelming set of earnings from big companies including Google, AMD and Ford, and a better than expected ADP report.
US yields fell and the dollar softened letting the euro and sterling recover recent losses. The short-term gains could be extended but medium-term outlook for both currencies remain bearish against the greenback.
Elsewhere, the convergence trade in favour of European stocks and Chinese AI, robot stocks is building...

What a start to the week, definitely not for the weak. Crypto or trade war up?

00:00 Intro
00:20 Preview
00:39 Bitcoin
01:45 Ethereum
03:00 World Liberty Financial & RWA Token
05:25 Charts
09:10 Subscribe & Good bye

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The Chinese markets opened for the first time after a long Lunar New Year holiday, and they opened down on a set of weaker-than-expected PMI figures, on the news of 10% tariff on its exports toward Trump’s USA, and a further escalation of the trade war with the tit-for-tat measures announced yesterday from Beijing.
Across the Pacific Ocean, Google hit a record high yesterday regardless of the Chinese threat. Magnificent 7 saw dip buying and rebounded near 1.80%. Palantir was the star of the day with a 24% rally in its share price after announcing lot better-than-expected quarterly results and...

The news of a month of delay for the tariffs targeting Mexico landed soon after the US opening bell and similar news about Canada came in later in the day. On the European front, nothing more than increased threats and mounting tensions among politicians, with Brexited Britain spotted as one bright spot in Europe. On the Chinese front, Xi and Trump are set to discuss the 10% tariffs this week, but Beijing has already announced retaliatory measures, including an antitrust probe into Google and a 15% tariff on U.S. coal and LNG imports.
The markets recovered from early losses but...

Risk sentiment is on the floor this morning after Donald Trump imposed 25% tariff on most Mexican and Canadian imports and 10% tariff on Chinese imports which will take effect from tomorrow – a move, I believe, will certainly backfire and end up in tears for everyone. But it will first add volatility and chaos to the financial markets.
The first market reaction on Monday’s open is a swift move to the US dollar. The Mexican peso gap-opened at the lowest levels since March 2022 and the USDCAD jump-opened and flirted with the 1.48 level, the euro fell and crude...