Here’s the honest gut-check on this week: Sunday’s cheat sheet called this a coin-flip between a muddle-through base case and a risk-off PCE shock that would end the S&P 500’s winning streak. What we got instead was something closer to the scenario that carried the worst odds — the Risk-On case at 25%. Traditional risk assets largely moved…
MON: Global Manufacturing Final PMIs (May), South Korean Balance of Trade (May), German Retail Sales (Apr), Swiss Retail Sales (Apr), GDP (Q1), EZ Unemployment Rate (Apr), US ISM Manufacturing (May) TUE: NBP Policy Announcement (Jun), South Korean CPI (May), EZ HICP (May), JOLTs Job Openings (Apr), RCM/TIPP Economic Optimism, New Zealand Export/Import Prices (Q1) WED: Fed Beige Book, Global…
United States CFTC Oil NC Net Positions down to 161K from previous 172.6K
A look at why the Nasdaq 100 pushed to record highs, from Dell’s AI boom and easing yield pressure to the overextended signals building beneath the surface.
Iran must agree that they will never have a Nuclear Weapon or Bomb The Hormuz Strait must be immediately open, no tolls, for unrestricted shipping traffic, in both directions All water mines, if any, will be terminated The US naval blockade will now be lifted Uranium will be unearthed by the US in coordination with Iran, plus the International…
Japan CFTC JPY NC Net Positions down to ¥-114.7K from previous ¥-93.9K
2026.05.29 2026.05.29 US Dollar Slides on US-Iran Peace Hopes. Forecast as of 29.05.2026 Dmitri Demidenkohttps://www.litefinance.org/blog/authors/dmitri-demidenko/ De-escalation of the conflict in the Middle East will likely trigger a rally in EUR/USD quotes. The US dollar may face a sell-off as a safe-haven asset. The euro will benefit from falling oil prices. Let’s discuss this topic and develop a trading plan….
If you trade XAG/USD, silver CFDs, silver futures, or silver ETFs, here is a closer look at what moved silver this week and what to watch next week. Silver moved back and forth around the 50 SMA all week and finished almost exactly where it started. The Week in Review The two biggest events this week were the reported…
Al Jazeera reporter, Ali Hashem, posted on X: “A highly informed source tells me that Trump’s post on the “Truth Social” platform regarding lifting the siege was actually the first condition before moving on to the rest of the agreement steps. And according to the source, Tehran insisted on an official and public announcement first. It seems that Trump…
Australia CFTC AUD NC Net Positions: $60.2K vs previous $85.6K
