Why SpaceX Could Ignite the Hard-Asset Supercycle You Can’t Afford to Miss
But the rally is no longer isolated. Rare Earths are up more than 17%, Copper has gained 28%,…
Tariffs and War: How Trade Risks and Middle East Tensions Are Moving Global Markets
Final Thoughts Tariffs and war push markets in opposite directions, and both factors apply significant downward pressure on…
The Upcoming Inflation Shock and What it Means for Traders
If the 1.0% monthly jump materialises this Friday, it would likely force a massive repricing in the interest…
First Light News – A Tale of Two Labour Markets: Headline Strength Masks Underlying Weakness
The large revisions help rationalise the lacklustre market reaction following the announcement. Take the USD/JPY, for example. We…
First Light News: Delayed US Data and Fed Uncertainty Pressure Risk Assets
Stateside, the USD ended the session on the ropes. Technically, I see little in the way of support…
First Light News: US Government Reopens, Data to Return, and Australia Jobs Surprise
In terms of Fed rate-cut expectations, we have seen a moderate hawkish repricing, with 13 bps of easing…