gold

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    Looking Past the Fed Noise in Gold and FX Markets

    Looking over the multi-timeframe charts this morning with my first cup of coffee, I couldn't help but notice the stark disconnect between everyday macro commentary and structural market reality. We are currently watching the usual frantic positioning ahead of the upcoming Federal Reserve rate...
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    Macro Macro disconnect is wild rn Gold cracking $4k, tech wobbles bidding Treasuries, and BoJ chop

    Dropping this quick from my phone while staring at three red monitors and a half-cold espresso. Excuse any fat-finger typos, typing this between order fills. Look, we need to talk about the absolute clown show divergence happening across macro assets right now. If you’re just blindly following...
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    Macro Crossroads Crude-Driven Inflation, Diverging Central Banks, and Technical Setups in Gold and USDCHF

    Market participants navigating the current macro landscape are finding themselves at a fascinating intersection of commodity shocks, shifting central bank expectations, and critical technical inflection points. When we cross-reference recent developments in the energy complex with monetary...
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