In this week’s Weekly Wrap: Market contradictions as signals collide This week’s key themes: · A big data week sets United States (US) bonds’ course · Wall Street remains resilient against an uncertain backdrop amid earnings season · Gold sheds 2% as dollar dominates · Dollar

Daily Commentary: Dollar slides further as weak US jobs data and Trump’s BLS firing fuel market jitters The dollar extended its slide, assisting emerging market currencies to edge higher. The dollar was pressured by a much lower-than expected US payrolls reading on Friday and a

Daily Commentary: Asian markets edge higher as Fed rate cut bets rise and rand holds steady amid local tariff plans Asian currencies traded within tight ranges in early trade, with the dollar steadying after its recent selloff. Markets are now pricing in a 91% probability of a

Daily Commentary: Asian markets fall as US services data renews stagflation fears and Trump escalates tariff threats Asian equities tracked Wall Street lower after weak US services data underscored the toll Trump’s tariffs are taking. The data is stoking US stagflation fears as

Daily Commentary: Asian markets rise as Fed pivot hopes grow and UK rate decision looms Asian markets extended gains in early trade, following yesterday’s tech-led rally on Wall Street and a growing conviction that the Fed will pivot towards rate cuts. The S&P 500 and Nasdaq

In this week’s Weekly Wrap: Crude calculations: India’s risky bet on Russian oil This week’s key themes: · US bonds anticipate a Fed rate cut · All eyes on tariffs and company results across global equity indices · Trump-Putin discussions weigh on oil prices · Rand stronger, as

Daily Commentary: Asian markets steady as traders await key US–China trade deadline and US CPI data As Asia ushered us into the new trading week, currencies held in tight ranges with all eyes on a looming 12 August US–China trade deadline. Tariffs remain front and centre after

Daily Commentary: Asian markets gain as US-China extend tariff truce; focus shifts to US inflation data Asia traded on a firmer note this morning, as currencies edged higher and the dollar steadied, after the US and China agreed to extend their tariff truce by 90 days. The move

Daily Commentary: Global stocks hit new highs as softer US inflation fuels Fed rate cut expectations Tuesday’s market momentum continued into midweek, with Wall Street pushing deeper into record territory and Asia following in its footsteps. The S&P 500 and Nasdaq both closed at

Daily Commentary: Dollar slides to two-week low as Fed rate cut bets grow The dollar extended its slide in early trade, touching a two-week low as traders doubled down on expectations for the Fed to resume rate cuts next month. Softer US labour-market signals and muted US

In this week’s Weekly Wrap: A mirage of resilience The week’s key themes: · US Treasury markets wrestle with PPI surprise · Indices largely flat after stellar week · Gold losing ground, heading for its poorest week since late June · Dollar continues its dance with inflation

Daily Commentary: Cautious optimism in markets as US-Russia talks show progress Asian markets started the week cautiously higher, with risk sentiment lifted by signs of progress in US-Russia talks. Japanese equities set fresh records in early trade and Chinese shares advanced

Daily Commentary: Markets steady ahead of Jackson Hole as investors await Powell’s signal Asian markets were fairly quiet in early trade, with most indices trading flat to lower as investors keep risk in check ahead of the Federal Reserve’s Jackson Hole Symposium and the

Daily Commentary: Tech selloff triggers global market pullback as investors await Powell’s Jackson Hole speech Global equities lost steam overnight as investors took profits in megacap tech, triggering a sharp sector rotation. The Nasdaq 100 saw its second-biggest fall since

Daily Commentary: Markets brace for Powell’s Jackson Hole remarks as equities pull back Markets started today in wait-and-see mode as attention is on the Fed’s Jackson Hole Economic Symposium. Fed Chair, Jerome Powell’s remarks on Friday are expected to set the tone for

In this week’s Weekly Wrap: Tech’s jolt: Risk reset or harbinger of something deeper? The week’s key themes: · Bond markets eye Jackson Hole as yields hold ground · Stocks steady ahead of Powell’s speech as earnings and tariffs stir sentiment · Crude firms on geopolitics, gold

Daily Commentary: Emerging markets rally as Fed pivot expectations rise and rand strengthens on weaker dollar Emerging market currencies continue to firm as the week starts, extending Friday’s rally, after Powell’s Jackson Hole speech signalled that US labour market risks could

Daily Commentary: Markets cautious as Trump ousts Fed governor and rand weaker amid risk-off sentiment Markets turned cautious after President Trump abruptly removed Fed Governor, Lisa Cook, heightening worries over the US central bank’s independence. The dollar slipped, with

Daily Commentary: Markets steady as investors await Nvidia earnings amid political jitters and key US inflation data Asian markets treaded water midweek as investors await earnings from Nvidia — a bellwether for AI sentiment. S&P 500 futures edged higher after modest Wall Street

Daily Commentary: Asian equities edge higher as EM currencies firm amid dollar pullback; markets await Fed signals Asian equities traded slightly higher in early trade, though tech shares remained muted as investors digested Nvidia’s mixed earnings. Gains in the broader market