Good article. It will backfire indeed. Sovereign nations will not take kindly to Trump trying to dictate terms. Great way to wipe 50% market cap off US companies and drive the USD into the isolationist dump. All he's done is add fuel to the fire, ...

Domestic inflation in the US is absolutely going to be the killer. The US Fed already knows this, battle lines have been drawn. Tuesday will be an interesting test of what market really thinks. End of month capital inflows will be done Monday. ...

Because in this current climate, a cut in interest rates indicates a country's economy is *supposedly* returning to health instead of inflation causing further decline. But the truth is ... CB's don't like to be proven wrong about their over ...

There's going to be a lot more of this from other Fed members too. The latest 25bp cut was unsupported by the data and Powell knew it. Battle lines being drawn.

There's a political element to the RBA's next decision too. Aussie voters are a tad cranky with the Albanese Labor govt. Labor just lost an election in QLD to the LNP this weekend. That's something of a warning shot about Labor's excessive ...

WTI contract rolled over at close on Friday. Gapped down a bit. Will be interesting to see what happens with it during the course of today.

Yep. It's much easier to have meaningful dialogue when there's a bloody big gun being held to your head and someone's finger is on the trigger.

Wait till the US is back on deck. Europe doesn't necessarily get the significance of these things but the US may have a different take on it. The USD is strong atm. I disagree Van about dialogue and diplomacy, they only go so far. Muscle is what ...

I'm looking at this, you just know it's going to plug at some point.

But this isn't any ordinary year. November election, Trump tariffs if he gets in. That will affect all markets.

There's always a big north binge prior to a much bigger dump, just taking the opportunity to pump atm. That bit never changes. Q3 earnings are the likely excuse but do think they're going to disappoint as it moves further into earnings season, and ...

It's all theatre Van, you know this. WTI ain't buying it.

Good article, well balanced.

UJ is problematic in that regard. But the USD is in serious trouble, last thing they need in another rate hike and higher bond yields. Everything else is looking rosier by comparison (imo). Market has always been it's own boss. We retail traders are ...

That's how things used to be. Not anymore. We're engaged in a race to the bottom (2%) to see who can get there first, and those who do, will be rewarded, because keeping inflation under control is good for the economy and (shock) good for the ...

Who wrote this rubbish? Let's start with ... 1. You posted the WRONG chart - you posted AUDUSD not NZDUSD. 2. You posted the WRONG price levels - you refer to price levels for AUDUSD not NZDUSD. 3. You ignore the fact that NZD is currently sitting ...

Agree. The devil is in the detail. I liked this comment from someone re the article - credit card spending, consumers in survival mode. The "haves" are happy to pay higher prices, while the "have not's" are being squeezed from all sides.

Incoming governments don't "win" government, incumbent governments "lose" government. Whoever the opposition is just happens to capitalise on the public's displeasure with the incumbent government. Same scenario plays out over and over and over in ...

The betting odds

Saving face. That's all. Lots of hot air, scapegoat predecessor, act like it's a new beginning. Keep the rhetoric going, same story, different face.