FX Daily: Data Can Trigger New Leg Up In USD
Our view for this week remains that data has the most potential to steer USD crosses, and today’s busy US calendar offers a couple of opportunities.
The 4-Year Cycle: Will Gold Rise Even Further?
The current year, 2026, is a so-called midterm election year. For stocks, it is the weakest year in the four-year cycle.
ISM Manufacturing Supports Reflationary Forecasts
Over the last couple of weeks, we have shared evidence that supports the reflationary narrative and some that defies it.