Fed rate hike odds shift as Warsh targets 3.8%
Warsh pushes rates to 3.8% while J.P. Morgan flags a 35% recession chance. We decode what this split means for your EM pairs.
Vikram Nair
15 min readGeopolitical
Vikram Nair
15 min read
Geopolitical deescalation: Why oil's $4.50 drop matters
WTI crude's sudden $4.50 plunge erases war premiums. I analyze why gold miners surge and how airlines benefit as supply fears fade.
Aisha Rahman
13 min read
USDCAD Holds 1.39599 Despite Middle East Tensions
USDCAD stays firm near 1.39599 as algos ignore Middle East headlines. I break down why technical floors matter more than panic today.
Aisha Rahman
14 min read
Gold data gaps: Verify US-Iran shipping flows
Gold rose 3% to $4,337 on US-Iran news, but verified shipping data must match the hype before buyers clear the 200-day average.
Aisha Rahman
12 min read
Canadian dollar ignores risk rallies on USMCA
WTI crude fell $4.46, yet the loonie stalls. I analyze why USMCA risks and a 0.1% GDP dip block CAD gains against the USD.
Marcus Halloran
11 min read