Australian Dollar

Readers will know that my base case for the coming midterms gauntlet is a disaster for the American republic.

DXY is down and out after the dud BLS jobs report.

DXY held up despite a coordinated intervention into JPY by Japan and the US.

DXY crashed last night as Arthur Warsh gave the US a little external crisis.

I’ve often noted that the market likes to test a new Fed chairman with some hawkish expectations.

DXY is on the verge of a safe-haven breakout.

DXY is holding resistance turned support.

DXY paused overnight.

DXY continues its march.

DXY has been threatening, and now it has broken wild and free.

DXY is up and threatening to break away.

DXY is still threatening, but an ECB hike gave the world relief.

DXY has firmed up but not much more than that.

DXT is threatening to break out.

DXY is sideways.

Albert Edwards at Societe Generale: The latest BoJ meeting saw a hawkish hold, with even more dissenters voting for a rate rise.

When legends like Richard Koo weigh in, it is worth listening.

All tech is non-profitable these days despite a profits megaboom.

As the short war turns long and oil-led inflation is embedded in the outlook, DXY is rising, or EUR falling, or both.

DXY is enjoying peace in our time.

DXY is being whittled away as EUR hurtles towards a recession and grounded aircraft across the continent.

DXY is bouncing again with oil.

DXY has gone precisely nowhere since the war began.

Treasury Secretary Scott Bessent spent time late last week softening up Congress for an expansion of dollar swap lines with Gulf allies.

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