Forex
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Copper surgest more than 10% and then cools. What’s really driving it
2026-01-29 19:14:00 I have been writing about the case for buying copper for years and it’s borne fruit in the…
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Westpac trade recap: Doubling down on the antipodeans
2026-01-29 18:23:00 Westpac’s dealing desk is pressing three interconnected bets that all point to the same theme: the US dollar’s…
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Trump says Fed chair decision coming next week
2026-01-29 17:59:00 We’ve been waiting for a decision ‘next week’ for several weeks now but Trump is kicking back the…
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Trump says he will work in a bipartisan way to avoid US government shutdown
2026-01-29 16:50:00 The prior US government shutdown was a disaster and I’m getting the sense that it didn’t poll great…
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Atlanta Fed GDPNow 4.2% vs 5.4% previously
2026-01-29 16:46:00 Some of the dumbest people in the world have been running around touting the 5.4% forecast from the…
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Gold and silver prices sharply reverse in wild volatility
2026-01-29 16:35:00 The gold market has never seen anything like this. The moves over the past hour or so are…
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It’s the sixth-worst day in MSFT stock history
2026-01-29 15:59:00 Is OpenAI suddenly toxic? The market is sensing that ChatGPT is going to lose the generative AI race…
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The oil market is raising the risk of a US-Iran war
2026-01-29 15:13:00 “I think the market is underpricing the risks here,” I wrote yesterday, regarding oil prices, Iran and the…
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US November factory orders +2.7% vs +1.6% expected
2026-01-29 15:00:00 Prior was -1.3% Ex transport +0.2% vs -0.2% prior Revisions to November durable goods orders: Durable goods vs…
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Tech takes a hit: Microsoft drops while Meta soars in mixed market
2026-01-29 14:46:00 Sector Overview: Mixed Signals Across Key Sectors The tech sector witnessed significant turbulence today, highlighted by Microsoft (MSFT)…
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Tough day for David Tepper as WHR stock falls 8%
2026-01-29 14:26:00 David Tepper is one of the great hedge fund managers and made a killing last year in China…
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US November trade balance -56.8B vs -40.5B expected
2026-01-29 13:30:00 Prior was -29.4B Goods trade vs -56.57B prior The big improvement in October data led to a jump…
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