Currencies

US equities make solid gains, with the S&P up more than 1%. Rates markets were broadly stable. The US dollar weakened against European currencies, while the yen fell to its lowest level against the US dollar since 1986

US equities make solid gains, with the S&P up more than 1%. Rates markets were broadly stable. The US dollar weakened against European currencies, while the yen fell to its lowest level against the US dollar since 1986

Roger J Kerr has two good reasons as to why the FX markets, in buying up the USD, have misread the Fed. He also sees the Aussie dollar pulling back, but retaining its yield advantage

Roger J Kerr has two good reasons as to why the FX markets, in buying up the USD, have misread the Fed. He also sees the Aussie dollar pulling back, but retaining its yield advantage

Oil prices fall despite ongoing tensions between the US and Iran. An escalation over the weekend could further threaten the ceasefire. Currency and rates markets little were changed. NZD/USD remains near multi-month lows

Oil prices fall despite ongoing tensions between the US and Iran. An escalation over the weekend could further threaten the ceasefire. Currency and rates markets little were changed. NZD/USD remains near multi-month lows

Harold James sees promise in Eastern and Central Europeans' resistance to foreign encroachments in their national politics

Harold James sees promise in Eastern and Central Europeans' resistance to foreign encroachments in their national politics

Iranian Navy fires at ship crossing Strait Of Hormuz, following warnings. Oil prices rise. US core PCE rises, but not as high as some feared; UST 10-year rate falls

Iranian Navy fires at ship crossing Strait Of Hormuz, following warnings. Oil prices rise. US core PCE rises, but not as high as some feared; UST 10-year rate falls

Oil prices continue to fall. Lower oil prices pull down global rates. USD continues to strengthen, building on the gains since the Fed's hawkish hold last week. Other major currencies probe fresh lows

Oil prices continue to fall. Lower oil prices pull down global rates. USD continues to strengthen, building on the gains since the Fed's hawkish hold last week. Other major currencies probe fresh lows

Risk appetite weaker, linked to selling pressure across semi-conductor and AI-related stocks. Global equity markets fall. Move supports lower global rates, overpowering concern about prospect of tighter US monetary policy

Risk appetite weaker, linked to selling pressure across semi-conductor and AI-related stocks. Global equity markets fall. Move supports lower global rates, overpowering concern about prospect of tighter US monetary policy

Brent crude prices dip towards US$78 per barrel on US-Iran talk optimism. US Treasury agrees a temporary waiver on Iran oil sanctions

Brent crude prices dip towards US$78 per barrel on US-Iran talk optimism. US Treasury agrees a temporary waiver on Iran oil sanctions

Roger J Kerr sees a hawkish Kevin Warsh but one who kicks the can on Fed reforms. He also sees a local economy doing better than most realise

Roger J Kerr sees a hawkish Kevin Warsh but one who kicks the can on Fed reforms. He also sees a local economy doing better than most realise

A delay to US-Iran negotiations weighed on risk appetite and supported oil prices. NZD/USD saw only a limited recovery after falling to two-month lows. NZD was weaker on the crosses

A delay to US-Iran negotiations weighed on risk appetite and supported oil prices. NZD/USD saw only a limited recovery after falling to two-month lows. NZD was weaker on the crosses

US-Iran MOU signing has led to an earlier end to the conflict and a re-opening of Hormuz; oil and gas is flowing freely; Brent crude probing fresh 3-mth lows. US equities rebound. USD strength returns, sending DXY index to highest in over a year

US-Iran MOU signing has led to an earlier end to the conflict and a re-opening of Hormuz; oil and gas is flowing freely; Brent crude probing fresh 3-mth lows. US equities rebound. USD strength returns, sending DXY index to highest in over a year

Hawkish hold by the US Federal Reserve at Kevin Warsh’s first meeting as chairman. Front end US Treasury yields higher supporting the US dollar. US retail sales stronger than expected

Hawkish hold by the US Federal Reserve at Kevin Warsh’s first meeting as chairman. Front end US Treasury yields higher supporting the US dollar. US retail sales stronger than expected

Oil prices continue to tumble, ahead of the official signing of a US-Iran peace deal, seeing Brent crude trade down to USD79 per barrel; Iranian oil on the move already. BoJ rate hike and steady RBA policy both as expected

Oil prices continue to tumble, ahead of the official signing of a US-Iran peace deal, seeing Brent crude trade down to USD79 per barrel; Iranian oil on the move already. BoJ rate hike and steady RBA policy both as expected

US-Iran MOU signed electronically, paving the way for the Strait of Hormuz to gradually reopen. Brent crude falls to US$83/bbl; solid gains in many equity markets. Muted reaction for bonds and currencies

US-Iran MOU signed electronically, paving the way for the Strait of Hormuz to gradually reopen. Brent crude falls to US$83/bbl; solid gains in many equity markets. Muted reaction for bonds and currencies

Roger J Kerr sees the pullback in the Aussie dollar as a healthy market flush-out. And he is watching what the markets will be telling Kevin Warsh at his first US Fed meeting

Roger J Kerr sees the pullback in the Aussie dollar as a healthy market flush-out. And he is watching what the markets will be telling Kevin Warsh at his first US Fed meeting