The broad rally in the world of metals has continued during the first full week of 2026. During December, the upward price momentum in the white metals became extreme, but now we are seeing dramatic upward price acceleration elsewhere.

AUDCAD continues its bullish cycle from April 2025. The recent pullback hit the Elliott Wave blue-box zone, triggering long entries and initial targets. More upside is expected, with another long setup likely if a deeper pullback occurs.

China reached a trade agreement with the EU today. Chinese internet stocks exploded. Brandon Chapman caught the move in real time and found institutional money piling into calls.

The second-largest Dutch pension fund published new details about their hedging strategy, challenging speculative positions for steeper curves. Expect more volatility from the very long end.

USD/JPY strengthens to around 158.10 in Tuesday’s early Asian session.