Gold
US makes big economic threats at Iran; Iran blacklists tankers; US economic activity weakens; Canada gets new tariff threat; Singapore inflation up, baby bonus expanded; UST 10yr at 4.70%; gold rises and oil dips; NZ$1 = 59.5 USc; TWI-5 = 63
19
US makes big economic threats at Iran; Iran blacklists tankers; US economic activity weakens; Canada gets new tariff threat; Singapore inflation up, baby bonus expanded; UST 10yr at 4.70%; gold rises and oil dips; NZ$1 = 59.5 USc; TWI-5 = 63
Canada rejects US tariff positions; China FDI weak but forklift sales strong; Japan inflation rising, PMIs positive; EU PMIs up; Australia PMIs softer; UST 10yr at 4.74%; gold dips and oil holds; NZ$1 = 59.8 USc; TWI-5 = 63.3
16
Canada rejects US tariff positions; China FDI weak but forklift sales strong; Japan inflation rising, PMIs positive; EU PMIs up; Australia PMIs softer; UST 10yr at 4.74%; gold dips and oil holds; NZ$1 = 59.8 USc; TWI-5 = 63.3
US data stable but bond market loses faith it will stay like that; China FDI weak; Japanese inflation rises; Australia PMIs softer; Panama canal traffic restricted; UST 10yr at 4.74%; gold and oil prices up; NZ$1 = 59.8 USc; TWI-5 = 63.3
24
US data stable but bond market loses faith it will stay like that; China FDI weak; Japanese inflation rises; Australia PMIs softer; Panama canal traffic restricted; UST 10yr at 4.74%; gold and oil prices up; NZ$1 = 59.8 USc; TWI-5 = 63.3
Bessent moves off to a rocky start; US data positive; Japan, Taiwan and Malaysia exports strong; Australian inflation expectations rise, jobs market eases; UST 10yr at 4.70%; gold and oil prices up; NZ$1 = 59.4 USc; TWI-5 = 62.9
27
Bessent moves off to a rocky start; US data positive; Japan, Taiwan and Malaysia exports strong; Australian inflation expectations rise, jobs market eases; UST 10yr at 4.70%; gold and oil prices up; NZ$1 = 59.4 USc; TWI-5 = 62.9
US moves to hold back UST yield rises; Fed reveals inflation pressure reactions; USMCA deal close; Japanese machinery orders jump; UST 10yr at 4.71%; gold down; oil prices up again; NZ$1 = 58.8 USc; TWI-5 = 62.3
29
US moves to hold back UST yield rises; Fed reveals inflation pressure reactions; USMCA deal close; Japanese machinery orders jump; UST 10yr at 4.71%; gold down; oil prices up again; NZ$1 = 58.8 USc; TWI-5 = 62.3
Dairy prices rise; US data very underwhelming; USMCA trade deal on the ropes; China households risk averse; Australia sentiment less negative; UST 10yr at 4.71%; gold down; oil prices up again; NZ$1 = 58.8 USc; TWI-5 = 62.3
19
Dairy prices rise; US data very underwhelming; USMCA trade deal on the ropes; China households risk averse; Australia sentiment less negative; UST 10yr at 4.71%; gold down; oil prices up again; NZ$1 = 58.8 USc; TWI-5 = 62.3
Conflicting Hormuz stands harden; global long term yields rise; Canadian inflation rises; Singapore and Japan deliver upbeat data; China data uninspiring; UST 10yr at 4.73%; gold up; oil prices up; NZ$1 = 59 USc; TWI-5 = 62.6
22
Conflicting Hormuz stands harden; global long term yields rise; Canadian inflation rises; Singapore and Japan deliver upbeat data; China data uninspiring; UST 10yr at 4.73%; gold up; oil prices up; NZ$1 = 59 USc; TWI-5 = 62.6
China reveals some worrying slowdown data and inability to transition; US reveals spreading economic weaknesses; others expand at pace; UST 10yr at 4.70%; gold stable; oil prices firmer; NZ$1 = 58.9 USc; TWI-5 = 62.5
14
China reveals some worrying slowdown data and inability to transition; US reveals spreading economic weaknesses; others expand at pace; UST 10yr at 4.70%; gold stable; oil prices firmer; NZ$1 = 58.9 USc; TWI-5 = 62.5
US retail sales take an unexpected dip; US sentiment also dips; China bank lending in record fall; Taiwan & Malaysia expand fast; India bank lending leaps; UST 10yr at 4.69%; gold stable; oil prices firmer; NZ$1 = 58.9 USc; TWI-5 = 62.5
30
US retail sales take an unexpected dip; US sentiment also dips; China bank lending in record fall; Taiwan & Malaysia expand fast; India bank lending leaps; UST 10yr at 4.69%; gold stable; oil prices firmer; NZ$1 = 58.9 USc; TWI-5 = 62.5
US producer prices ease; bond markets warn US Administration; Japan readies another rate hike; Aussie wage rises less than inflation; Hormuz shut; UST 10yr at 4.63%; gold down; oil prices dip; NZ$1 = 58.5 USc; TWI-5 = 62.1
8
US producer prices ease; bond markets warn US Administration; Japan readies another rate hike; Aussie wage rises less than inflation; Hormuz shut; UST 10yr at 4.63%; gold down; oil prices dip; NZ$1 = 58.5 USc; TWI-5 = 62.1
US inflation high but unchanged; US budget deficit leaps; Canadian building permits strong; Japanese machine tool orders strong with sentiment; UST 10yr at 4.68%; gold up; oil prices hold; NZ$1 = 58.6 USc; TWI-5 = 62.2
67
US inflation high but unchanged; US budget deficit leaps; Canadian building permits strong; Japanese machine tool orders strong with sentiment; UST 10yr at 4.68%; gold up; oil prices hold; NZ$1 = 58.6 USc; TWI-5 = 62.2
US data uninspiring; US 50% tariffs on Canada imminent; Singapore & Malaysia industry expands; Australian business sentiment stalls; RBA holds; UST 10yr at 4.69%; gold holds; oil prices firmer; NZ$1 = 58.8 USc; TWI-5 = 62.5
22
US data uninspiring; US 50% tariffs on Canada imminent; Singapore & Malaysia industry expands; Australian business sentiment stalls; RBA holds; UST 10yr at 4.69%; gold holds; oil prices firmer; NZ$1 = 58.8 USc; TWI-5 = 62.5
Middle East mess gets worse; Japan sentiment improves; Indonesian sentiment eases; big drops in mortgage applications hits Aussie bank shares; UST 10yr at 4.70%; gold firm; oil prices jump; NZ$1 = 58.8 USc; TWI-5 = 62.5
49
Middle East mess gets worse; Japan sentiment improves; Indonesian sentiment eases; big drops in mortgage applications hits Aussie bank shares; UST 10yr at 4.70%; gold firm; oil prices jump; NZ$1 = 58.8 USc; TWI-5 = 62.5
China inflation reveals weaknesses building; eyes on new yuan loans; China & Taiwan exports strong; US labour market shrinks, consumer debt jumps; UST 10yr at 4.66%; gold firm; oil prices hold; NZ$1 = 58.9 USc; TWI-5 = 62.6
34
China inflation reveals weaknesses building; eyes on new yuan loans; China & Taiwan exports strong; US labour market shrinks, consumer debt jumps; UST 10yr at 4.66%; gold firm; oil prices hold; NZ$1 = 58.9 USc; TWI-5 = 62.6
A second wave of high inflation cannot be ruled out, says the World Gold Council. But it does not imply a major gold rally on its own. That depends on how real rates, the US dollar, growth expectations, Asian investor demand and central banks respond
1
A second wave of high inflation cannot be ruled out, says the World Gold Council. But it does not imply a major gold rally on its own. That depends on how real rates, the US dollar, growth expectations, Asian investor demand and central banks respond