Sydney NSW 2000. Level 2, 35
Clarence Street.
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US-Russia-Saudi talks: Revaluation of gold value amid geopolitical changes
- February 20, 2025
- Posted by: Macro Global Markets
- Category: News
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On February 19, 2025, the desert of Jeddah, Saudi Arabia, witnessed a dialogue that rewrote the modern geopolitical rules – the United States and Russia held secret consultations on ending the three-year war in the absence of Ukraine. This meeting went far beyond the scope of ceasefire negotiations, and was actually a redistribution of power during the transition period between the old and new international orders:
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The key to the US dollar in 2025 is here! Where are the opportunities and challenges?
- January 18, 2025
- Posted by: Macro Global Markets
- Category: News
As President-elect Trump prepares to return to the White House, the dollar has shown unexpected strength. Earlier this week, the dollar’s nominal trade-weighted exchange rate index compiled by the Federal Reserve was just below 130, the highest level since March 1973. The ICE Dollar Index recently broke through 110, reaching its highest level since November 2022. The dollar index has risen 9% since Election Day and 7.7% in the quarter ending December, its best quarterly performance since the first quarter of 2015.
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Pressure on Asian currencies and volatility in the U.S. bond market , waves in a strong dollar environment
- January 8, 2025
- Posted by: Macro Global Markets
- Category: News
Asian currencies have generally fallen to their lowest point in 20 years recently, mainly affected by the strong growth of the US dollar and the vow of US President-elect Trump to raise tariffs. The Bloomberg Asian Currency Index fell to 89.0409 on Monday, the lowest level since 2006. Federal Reserve officials are cautious about the path of interest rates, and investors are worried that Trump’s tariff policy may lead to inflationary pressures. These factors have combined to suppress Asian currencies from the broad rise of the US dollar .
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The Fed and the bond market are in a tug-of-war – the US dollar benefits from it!
- January 6, 2025
- Posted by: Macro Global Markets
- Category: News
The markets may be volatile in the coming months, but there are ways to avoid the fray and earn solid gains. Although the Federal Reserve has been cutting rates since September, long-term Treasury yields have bucked the trend and climbed sharply. Treasury yields move inversely to prices, a dynamic that has hit long-term Treasury funds hard. What happens next depends on a number of factors, including the Fed’s next move, the U.S. fiscal situation, inflation expectations, and the policies of President-elect Trump. Fed Chairman Powell has already taken a more hawkish stance, preparing for two additional quarterly rate cuts in 2025.
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The Fed’s “hawkish rate cut” policy forces emerging market central banks to actively respond to new monetary pressures!
- January 6, 2025
- Posted by: Macro Global Markets
- Category: News
In its recent policy meeting, the Federal Reserve unexpectedly showed a hawkish stance, a shift that occurred three months after it slashed interest rates by 50 basis points to “fend off a recession.” Financial blog Zero Hedge questioned this, pointing out the Fed’s unusual behavior of turning from an extremely dovish to a hawkish stance in just three months, and questioned whether this decision was another catastrophic policy mistake.
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