The week ahead / What did I miss last week? I arrived home in the early hours of Sunday morning following a lovely week celebrating my sister in law's wedding. I thought I was going to have time to trade throughout the week but unfortunately time got away from me, I apologise for my lack of narrative last
Weekly Review. The week starting Monday 31 September began with Chair Warsh's JACKSON HOLE speech ringing in its ear. I for one felt USD strength would 'kick on' following the speech, but it didn't really transpire that way. In fact, the week as a whole had
Friday 4 September: Bumper NFP data. I was wondering how long it would take for the the president to comment on interest rates. Given how vocal he was during chair Powell's tenure, I'm surprised he's taken so long to tell Mr Warsh that rates should be lower. I find the
Weekly Review There was a 'last week of vacation feel' about a large part of the week starting Monday 24 August. Throughout the week I was commenting how amongst the back and forth war headlines and generally low volatility, it just felt like there was always something on the horizon
Thursday 27 August: The week so far. Rightly or wrongly, it's been one of those weeks I haven't quite found a conviction in the direction of the currencies. Obviously the AUD is the week's stand out performer following hot inflation data. My issue has been that... A: Recently, I've
Weekly Review The USD is never too far from the centre of attention. But the spotlight shone even brighter than usual during the week starting Monday 17 August. Softening data and growing calls for a September pause, ensured the USD began the week on the back foot. Then Wednesday's surprise
USD vs CHF As the new week begins, as things stand, I think it'll be a battle between the USD and CHF as to which will be the weakest currency.