Sergey Ershov / Blog
As we warned earlier, the geopolitical escalation in the Middle East and the strikes by the United States and Israel on targets in Iran led to a sharp reaction in commodity markets at the beginning of the week...
The past week unfolded in a consolidation mode for the US dollar, gold, and a number of other key assets...
On the past week, in the United States the focus was on the January labour market report, the publication of which had been postponed earlier. The data confirmed the resilience of employment and the absence of a sharp cooling in the economy, which supported cautious expectations of a Fed rate cut...
Last week can be described as crazy. Our forecast for the key trends turned out to be 100% accurate. However, we did not expect such a surge in abnormal volatility. Markets reacted in panic to the escalation of sanctions rhetoric and harsh steps by the United States toward Iran...
The past week became one of the weakest for the US dollar in recent months. USD began to lose its status as an unconditional safe-haven asset. Political and geopolitical uncertainty around the United States increased noticeably...
During the past week, trading sentiment was driven by key macroeconomic releases from the United States. Inflation data (CPI and PPI) confirmed the absence of a sharp acceleration in price pressures, allowing markets to maintain a restrained and relatively stable tone...
Drill, baby, drill is Trump’s slogan that, by 2026, has fully turned into a working strategy. The US president has focused on maximum oil production as a tool of economic and geopolitical pressure...