Mid-Week Update (WN21 2026): May PMIs and Retail Sales Preview Set to Roil FX Markets Under Rising Sovereign Yield Tides
Sovereign bond yields have surged over the past few days following a hot US CPI print of 3.8 percent, which effectively dashed near-term Fed rate-cut…
UNITED STATES, AND USD
HIGHLY CONFIDENT OF A BULLISH STRENGTHENING
Forex Briefing (WN21 2026): Navigating UK Inflation and Global PMIs
Over the past few days, financial markets have been battered by severe macroeconomic squalls, driven by the ongoing Strait of Hormuz blockade and…
JAPAN, AND JPY
CONFIDENT OF A MODEST BULLISH RECOVERY
NEW ZEALAND, NZD, AND DAIRY
CONFIDENT OF A CAUTIOUSLY BULLISH RECOVERY
EURO AREA, AND EUR
Reviewing the previous 7 weeks, the EUR has navigated severe geopolitical squalls, primarily battered by the Middle East conflict and the resulting…
Forex Briefing (WN20 2026): Inflationary Squalls and Safe-Haven Swells
Recent days have seen global markets battered by severe geopolitical turbulence, primarily driven by the closure of the Strait of Hormuz and the ensuing…
SWITZERLAND, CHF, AND GOLD
In the treacherous waters of global finance, CHF and Gold have caught a powerful safe-haven tailwind over the past seven weeks. Driven by the fierce…
AUSTRALIA, AUD, COAL, AND IRON ORE
FUNDAMENTAL ANALYSIS: Over the past 7 weeks, the Australian dollar has caught a powerful tailwind, fundamentally strengthening on the back of a hawkish…
UNITED KINGDOM, AND GBP
The GBP has recently navigated exceptionally choppy waters, managing to catch a favorable breeze despite a broader tempest of global geopolitical…
Geopolitical Squalls and Energy Shocks Chart the Course
FUNDAMENTAL ASSESSMENT & WEEKLY OUTLOOK

April 2026

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