Oil’s Ceasefire Relief Fades as Ukraine Doubts and Saudi Attacks Revive Risk Premium
An Announced De-Escalation Is Not Yet a Credible Reduction in Disruption Risks
What’s happening: Oil reversed sharply higher on Monday as early optimism over a...
Will RBA Minutes or Australian Jobs Finally Give AUD a Direction of Its Own?
The Australian Dollar remains directionless as RBA hike-timing bets stay split across November, December and February, leaving AUD/NZD, AUD/CAD and GBP/AUD range-bound while AUD/USD tracks the Dollar and EUR/AUD tracks Euro weakness—with October 28's quarterly CPI, not this week's minutes or jobs data, likely the real catalyst.
Gold and Silver Find a Bottoming Setup, But US CPI Must Confirm the Turn in Treasury Yields
Gold and Silver have rebounded on a retreat in US Treasury yields, with Gold breaking its falling trendline and Silver bouncing off channel support—but neither has confirmed a bottom, making Wednesday's US CPI report the critical catalyst for whether yields extend their correction or snap back toward recent highs.
Has the Dollar Rally Stalled, or Is It Already Waiting for the Midterms?
TL;DR: The Dollar rally has lost momentum rather than direction. DXY stalled at 102.232 as Fed urgency faded, long-end Treasury yields met buyer demand...
