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The US CPI data came in a little bit stronger-than-expected especially from the core inflation perspective. Shelter was to blame for most of the upside. Energy prices fell and are expected to fall further in the current month. US yields moved up by are coming off the high levels. The US dollar also moved higher…
The JPY is the strongest and the NZD is the weakest as the North American session begins. The USD is lower ahead of the US CPI data. Stocks (in premarket trading) and bond yields are also lower to start the US session. The consensus on the headline number is +0.2% m/m and +2.6% y/y. The…
Fundamental Overview Last Friday, the Russell 2000 sold off following the weaker than expected NFP report even though the details were better than the prior month. The technical break below the key support around the 2120 level eventually increased the bearish momentum. The market has become very sensitive to soft growth and labour market data….
Fundamental Overview The bullish momentum in the USD is starting to fade as Treasury yields continue to fall. We had two possible catalysts yesterday. The first one was the much weaker than expected US NFIB Index which dropped to a 3 month low. There wasn’t an immediate reaction in the markets on the release, but…
Fundamental Overview The bullish momentum in the USD is starting to fade as Treasury yields continue to fall. We had two possible catalysts yesterday. The first one was the much weaker than expected US NFIB Index which dropped to a 3 month low. There wasn’t an immediate reaction in the markets on the release, but…
Fundamental Overview The Yen is having another good week as the USDJPY pair dropped to new lows as Treasury yields continue to fall. We had two possible catalysts yesterday. The first one was the much weaker than expected US NFIB Index which dropped to a 3 month low. There wasn’t an immediate reaction in the…
The US yields are trading at new session lows. The two year is trading at 3.598%. That’s the lowest level going back to March 2023. The 10 year yield is an 3.642%. That’s is lowest level going back to June 2023. The low has the USDJPY also extending back toward session lows for the day….
The major US stock indices have seen a run lower over the last hour or so of trading. The move lower now has the Dow down around -400 points or 1%. It was up 134 points at session highs. The S&P is down -23.36 points or -0.42%. At highs the index was up 24.08 points…
After a trend-like move like we saw to the upside in August, the price of the NZDUSD has been correcting lower over the last 9 or so trading days. The price action on Friday after the US jobs report saw a spike higher to swing area resistance at 0.6253, but then reversed lower, and fell…
The AUDUSD yesterday moved down to test a cluster of support defined by the 200 bar moving average on the 4- hour chart, 100 day moving average, and the 38.2% retracement of the August trading range All those levels come between 0.6642 and 0.66499 (call it 0.6650). Getting below that level would have traders looking…