Nothing Resolved: CPI Lifts Fed Hike Odds as Dollar, Yields and Oil Fade
Why a stronger-than-expected CPI print sharply raised September Fed hike odds without producing a Dollar, yield or oil breakout that actually held
What's happening: August...
Gold Is Falling, but Silver Has the Bigger Problem as Oil Drives Yields Higher
Gold and Silver are both falling as oil-driven yields lift Fed hike expectations, but Silver is losing twice—once through the same rate pressure hitting Gold, and again through its industrial-demand exposure—a divergence the Gold/Silver ratio has just confirmed with a decisive breakout.
Dollar Rebounds Across the Board as 10-Year Breaks 4.9%, Houthi Escalation Lifts Brent Above $105
Dollar is rising against every major currency tracked on the daily Heat Map as the US 10-year Treasury yield breaks 4.9% and Brent climbs above $105, after Houthi militants seized Yemen's port city of Mocha and advanced toward the Hanish islands, putting Bab el-Mandeb, a second strategic oil chokepoint, into focus alongside the already-impaired Strait of Hormuz.
Markets Now Put RBA September Hike Above 70%. How Far Can AUD/NZD Run?
Markets now price a 71.2% probability of a September RBA hike, with every cited forecaster expecting another increase and disagreeing only on timing — a relative-rate shift that lines up with AUD/NZD’s breakout above 1.2283.
