Latest Posts
PCE Confirmed the Rate-Cut Story. But $616 Billion in Annual Interest Costs Means the Macro Picture Is More Complicated Than That.
Weekend Edition — the daily read of 4 | Macro Pulse PCE Confirmed the Rate-Cut Story. But $616 Billion in Annual Interest Costs Means the…
Asset Managers Loaded the Long. Dollar Shorts Are Building. Gold Is at Record. What COT Says Heading Into NFP Week.
Weekend Edition — the daily read of 4 | Positioning Pressure Asset Managers Loaded the Long. Dollar Shorts Are Building. Gold Is at Record. What…
Gold $4,589, Dow Above 51,000, NFP Week Ahead: Pre-Asia Brief for Saturday 30 May 2026
Pre-Asia Brief Gold $4,589, Dow Above 51,000, NFP Week Ahead: Pre-Asia Brief for Saturday 30 May 2026 Date: Friday 29 May 2026 | Pre-Asia Brief…
Gold +$101, Dollar Below 99, Dow Past 51,000 — The Week That Confirmed Everything
Post-Close Brief Gold +$101, Dollar Below 99, Dow Past 51,000 — The Week That Confirmed Everything Date: Friday 29 May 2026 | Post-Close Brief |…
Gold Hits $4,561 on Month-End Friday: Central Banks, Thin Volumes, and the Trade That Keeps Working
Pre-NY Brief Gold Hits $4,561 on Month-End Friday: Central Banks, Thin Volumes, and the Trade That Keeps Working Date: Friday 29 May 2026 | Pre-NY…
Soft PCE Afterglow Meets Month-End: Gold Structural Bid, Dollar on the Ropes, Friday Rebalancing Risk
Pre-London Brief Soft PCE Afterglow Meets Month-End: Gold Structural Bid, Dollar on the Ropes, Friday Rebalancing Risk Date: Friday 29 May 2026 | London open…
Pre-Asia Brief: S&P at Third Consecutive ATH, Gold $4,530, NZD Leads FX: Friday 29 May 2026
Pre-Asia Brief Pre-Asia Brief: S&P at Third Consecutive ATH, Gold $4,530, NZD Leads FX: Friday 29 May 2026 Date: Thursday 28 May 2026 | Pre-Asia…
Meta (META) — Daily Framework Read | Thursday 28 May 2026
Meta (META) — Daily Framework Read | Thursday 28 May 2026 Meta (META) — Daily Framework Read | Thursday 28 May 2026 Meta (META) |…
AMD (AMD) — Daily Framework Read | Thursday 28 May 2026
AMD (AMD) — Daily Framework Read | Thursday 28 May 2026 AMD (AMD) — Daily Framework Read | Thursday 28 May 2026 AMD (AMD) |…
XRP (XRP/USD) — Daily Framework Read | Thursday 28 May 2026
XRP (XRP/USD) — Daily Framework Read | Thursday 28 May 2026 XRP (XRP/USD) — Daily Framework Read | Thursday 28 May 2026 XRP (XRP/USD) |…