A breakout failure, hawkish Warsh surprise, weak seasonality, and High Trend Fragility suggest odds favor a sentiment washout is on the table.

The AUD/USD exchange rate retreated after Donald Trump ended the speculation about the next Federal Reserve Chairman.

The Pound Sterling trades higher against its major currency peers.

From Atlanta Fed and Goldman Sachs, numbers that perhaps better represent the trajectory of aggregate demand.

A key corner of the credit market is experiencing sustained and even accelerated selling at the end of January 2026

Global markets are consolidating after sharp recent moves, with FX seeing an orderly pullback that still looks more like profit-taking than a true reversal.

The wait is over, and President Trump has nominated Kevin Warsh to head the Federal Reserve.

The dollar has recovered a bit further as gold and silver have plunged, and we think there is enough stability to let data do the talking in FX this week.

Bitcoin looks as if it is struggling to hold itself above major support. Ultimately, this is a market that is ready to make a bigger move.

The Canadian dollar continues to dominate its neighbour after the pair fell by more than 200 pips in recent sessions.

Intervention, no doubt, is very tempting for control freak central planners. Yet they would be wise to resist.

Japanese PM Sanae Takaichi said a weak JPY supports exports and helps cushion the auto sector from US tariffs.

Palantir stock reports Q4 2025 earnings Monday. Analysts expect 62% revenue growth to $1.34B. Wall Street remains divided on outlook.

If we lack amazement, we cannot tap into inspiration.  The narrowness of our perspective prevents us from broadening our horizons.  

No one will understand everything well enough to invest, just avoid the ones you don't understand.

China gets most Oil from Iran so they do have an indirect degree of leverage against the United States you don't hear of generally... because they were accumulating Treasuries during far calmer times and distributing 'some' more recently.

Tom Lee, ubiquitous chairman of Bitmine Immersion Technologies (BMNR), has been buying a lot of Ethereum. And lately he's lost $6 billion on it.

How inflation has changed over the past 10 years

As measured by the equities market, last week was kind of exciting.

On Friday – the day Warsh’s nomination was announced – the dollar, up 0.9 percent, and precious metals gold and silver, down 9.1 percent and 26.9 percent respectively, seemed to be pricing out concerns about Fed independence.