Trading Opportunities

Oil Up, Wall Street Up, Pizza Index Flat

Wall Street has reacted positively to the extension of the U.S.-Iran ceasefire. The S&P 500 and Nasdaq both closed at record highs....

Kevin Warsh’s Vision for the Fed

Trump’s Fed nominee, Kevin Warsh, is set to replace Jerome Powell if confirmed by the Senate. This can matter massively for the US dollar and gold....

Losses and gains kept in check

Crude prices surged yesterday, with West Texas Intermediate (WTI) futures jumping 6% to trade above $89 per barrel....

California gasoline squeeze coming?

U.S. Energy Secretary Chris Wright said on Sunday that he believes U.S. gasoline prices have peaked. But added they could remain above $3 a gallon until 2027....

Yes…this matters for the US dollar

Williams flagged cybersecurity risks tied to Anthropic’s Mythos model as his biggest systemic concern. Whether it's a real risk or not, it's great marketing for Anthropic....

Stocks post record run… but WTI confirmation is weak 

Excluding one down day, stocks have posted an extraordinary 10 day rally and are now on pace for their best 11 day stretch in history....

Do GBP and EUR deserve to be back to old levels?

The euro is back to where it was on February 28. But the rebound in EUR/USD does not mean Europe’s macro risks have gone away. The euro zone is still highly exposed to imported energy costs...

What is HSBC’s latest view on the USD & Gold?

They said there may be some temptation to revise forecasts in favour of USD strength (due to its safe haven appeal). But, they stopped short of changing their view, pointing to the Federal Reserve as the key reason for restraint....

Is the Mexican peso rally built to last?

Banco de México has maintained relatively high interest rates compared with the U.S. Federal Reserve, creating a notable yield differential in favour of the Mexican peso....
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