The US Dollar is opening the week on a sharp descent, with few catalysts to show for it. Are participants getting ready for dovish Non-Farm Payrolls? It could surely be the case. Last week showed a startling turn in pre-NFP labor surveys. Jobless Claims reached their highest in since early December, Challenger layoffs sent out […]

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One of the themes in markets right now is that the ‘old economy’ stocks are rising while the AI stocks are sliding. It’s something of a mean reversion trade but could also highlight some positive cyclical signs in things like manufacturing and transport. But here is an ‘old economy’ company that I didn’t not expect

​​​UK banks in focus: Barclays and NatWest earnings preview ​As the United Kingdom (UK) financial calendar turns towards mid-February, the London market braces for major disclosures from two of the country’s largest lenders. Barclays is scheduled to report full-year 2025 results on 10 February 2026, followed by NatWest Group on 13 February 2026. These updates arrive amid

TD Securities’ Senior Commodity Strategist Daniel Ghali argues that fear of US Dollar debasement, rather than actual money supply growth, has been a key driver of Gold prices. Ghali highlights surging retail bullion demand, which has outpaced official sector buying, and notes that upcoming US Supreme Court decisions could influence trust in US institutions and

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FUNDAMENTAL OVERVIEW USD: The US Dollar had a good run last week on some unwinding of overstretched US Dollar shorts and mostly stronger US data. The bullish momentum eventually faded as we got a very weak US Job Openings report that coupled with the selloff in the stock market weighed on the market pricing. The

Investor morale in the Eurozone improved sharply in February, with the Sentix Investor Confidence Index rising to 4.2 from -1.8 in January. This marked the third consecutive monthly increase and the highest reading since July 2025. According to Sentix, the latest data suggest that the Eurozone economy may be emerging from its downturn. “The recession

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Key takeaways Sharp drop, failed rebound: USD/JPY broke below 157.50 and slid 3% to a three-month low at 152.09 before rebounding, but the recovery toward 157 has now stalled, suggesting the bounce is losing steam. Politics didn’t weaken the yen as expected: Despite PM Takaichi’s landslide election win and scope for expansionary policies, the anticipated

Amid all the volatility in markets, precious metals continue to be among those being closely watched still. Both gold and silver are showing lively signs of a better recovery to start the new week, trading higher so far today. But after a setback last week, it’s best to be reminded that we’re still caught in

USD/INR depreciates as the Indian Rupee (INR) finds support from the United States (US)–India interim trade framework. New Delhi and Washington on Friday unveiled an interim framework aimed at lowering tariffs, reshaping energy ties, and deepening economic cooperation. The announcement follows a breakthrough in prolonged negotiations earlier last week and helped lift the Rupee to

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US market rebound and rotation trends United States (US) equity markets rebounded strongly on Friday, capping a highly volatile week that saw significant risk reduction across various asset classes, including precious metals, cryptocurrency, and tech stocks. Despite the turbulence, the week’s defining trend – rotation from tech into cyclical stocks, initially sparked by a stronger-than-expected