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U.S. ADP Employment Report for February 2026 - Previous: 22k Forecast: 43k
U.S. ADP Employment Report for February 2026 - Previous: 22k Forecast: 43k
2026-03-04
February ADP data shows slower job growth, with manufacturing losing 8,000 jobs. Wage gains remained stable amid a continuing labor market slowdown.
Why the US Sets the Price of Money, but China Sets the Direction
Why the US Sets the Price of Money, but China Sets the Direction
2026-03-04
The Fed acts as the global price setter for money via rates, while the PBOC directs credit allocation and growth through targeted tools and state-led policies.
Supply Chain Shocks And Inflation: Forecasting Central Bank Interest Rate Moves
Supply Chain Shocks And Inflation: Forecasting Central Bank Interest Rate Moves
2026-03-02
Middle East tension, Red Sea rerouting & tariffs are reshaping inflation. A 2026 Asia-first framework to forecast central bank rate moves.
Silver’s Rise and Fall: Volatility Versus Sovereignty
Silver’s Rise and Fall: Volatility Versus Sovereignty
2026-02-26
Silver’s 2026 surge to $121.6 then crash in days shows XAGUSD’s sovereignty premium colliding with dollar strength, margin hikes, and forced deleveraging.
Trade Wars To Capital Wars: How New Cross-Border Investment Limits Impact Forex Markets
Trade Wars To Capital Wars: How New Cross-Border Investment Limits Impact Forex Markets
2026-02-25
A forward-looking 2026 market analysis of how outbound screening, tougher FDI reviews, sanctions risk, and capital friction reshape FX forwards, basis, volatility, and reserve flows.
How Will The New Global Tariffs Affect The US Dollar?
How Will The New Global Tariffs Affect The US Dollar?
2026-02-24
Tariffs Are Back. Here Is How The New Global Tariffs Could Move The US Dollar In 2026 Through Inflation, Fed Policy, Growth Differentials, Risk Sentiment, And Capital Flows, Plus Scenarios And Indicators To Watch.
Europe’s Russian Gas Exit Just Got Real
Europe’s Russian Gas Exit Just Got Real
2026-02-23
EU locks in a phased Russian gas ban in 2026 as storage runs low. Europe leans on US LNG, making shipping chokepoints and US weather key risks for XNGUSD.
The S&P 500 Is Waiting on Earnings to Confirm the Trend
The S&P 500 Is Waiting on Earnings to Confirm the Trend
2026-02-19
With US markets back after the holiday, the S&P 500 looks to earnings and guidance to validate the rally, with yields and the dollar as key backdrops.
U.S. Consumer Price Index (CPI) for January 2026 -  Previous: 2.7% Forecast: 2.5%
U.S. Consumer Price Index (CPI) for January 2026 -  Previous: 2.7% Forecast: 2.5%
2026-02-13
Inflation stalled in December as price pressures persisted. Economists expect easing in Q2, but tariff uncertainty and trade risks remain a concern.
The Warsh Twist: Why Lower Rates May Not Mean Looser Conditions
The Warsh Twist: Why Lower Rates May Not Mean Looser Conditions
2026-02-13
A Warsh Fed could cut short rates yet keep long yields high as term premium, liquidity drain and independence risk tighten conditions.
Why Friday’s CPI Could Be Messier Than Usual
Why Friday’s CPI Could Be Messier Than Usual
2026-02-12
Friday’s US CPI tests whether cooling inflation still holds and can quickly shift expectations for Fed cuts, with January revisions adding extra noise.
Is Greenland the Spark Behind Gold's New Risk Premium?
Is Greenland the Spark Behind Gold's New Risk Premium?
2026-02-12
Greenland’s shock to alliances revived safe-haven demand in gold. Base case: support with sharp pullbacks as USD and real yields shift over the next 3–6 months.
Non-Farm Payrolls (NFP) Employment for January 2026 - Previous:50k Forecast: 70k
Non-Farm Payrolls (NFP) Employment for January 2026 - Previous:50k Forecast: 70k
2026-02-11
US job gains slowed to 50,000 in December, with unemployment easing to 4.4%, as trade and immigration policies weighed on hiring.
Is Iran's 'Oil on Water' the Biggest 2026 Crude Risk?
Is Iran's 'Oil on Water' the Biggest 2026 Crude Risk?
2026-02-11
Hormuz fears can spike Brent, but Iran’s record oil-on-water near Singapore makes moves two-way: stuck barrels lift, clearing caps rallies quickly in 2026.
Is This the AI Hangover? When Big Tech's Vision Met Wall Street's Calculator
Is This the AI Hangover? When Big Tech's Vision Met Wall Street's Calculator
2026-02-11
Big Tech’s AI splurge hit a new wall: investors want proof, not promises. A quick timeline shows how capex, funding and fear turned tech volatile overnight.