Daily Desk Views
The desk’s live read per asset, refreshed each sessionDXYUS Dollar IndexThe dollar read: the Fed path, real yields and the risk tone that drive the Dixie.Read the live view →EUR/USDThe EuroThe single currency read: the ECB versus Fed rate gap, with the energy overlay.Read the live view →GBP/USDCableThe pound read: the Bank of England versus Fed path and UK fiscal risk.Read the live view →GOLDXAU/USDThe metal read: real yields, the dollar and the haven bid that set the price.Read the live view →
The Week Ahead: geopolitics reopens the inflation trade into the FOMC
Crude has added better than 10% since 16 July, gold has cleared 4,100, and the whole Treasury curve has repriced higher with the 10 year at a two month high. The desk maps the ECB, UK inflation and the oil pass through, with the scenarios for the dollar, gold and stocks into the 29 July FOMC. Refreshed every Sunday.
Read the Week Ahead →Framework guides: how geopolitical risk moves oil and the 7-Day Macro Clarity Sprint.
All Macro Insights
Every reactive macro read the desk has shipped, sorted by latest. Filter by topic in the left rail, search by name above, or page through the full archive below.