Analysis

The dollar may defy expectations

The dollar may defy expectations

The return of American exceptionalism will help the greenback. The yen will start the new year with interventions, and the RBA with a rate hike.
FxPro | 14 days ago
Dollar recovers as Santa Rally hopes fade

Dollar recovers as Santa Rally hopes fade

Dollar rebounds as US stocks fail to catch a bid; Balanced FOMC minutes keep January rate cut expectations in check; Gold struggles persist as silver volatility intensifies; Recent S&P 500 weakness points to strong returns in 2026;
XM Group | 14 days ago
Silver stirs up the markets

Silver stirs up the markets

Precious metal sell-offs shake investors. Donald Trump renews criticism of the Fed . Silver saw a record rally in 2025.
FxPro | 14 days ago
Markets Cautious After Precious Metals Volatility, Eyes on U.S. Data

Markets Cautious After Precious Metals Volatility, Eyes on U.S. Data

Global markets turned more defensive on Monday as sharp volatility in precious metals and renewed geopolitical tensions weighed on sentiment. The U.S. Dollar Index traded sideways near recent lows, closing slightly lower at 98.01, while U.S. Treasury yields declined across the curve. The benchmark 10-year yield eased to 4.111%, and the policy-sensitive 2-year yield fell to 3.438%
ATFX | 15 days ago
XAG/USD: After Hitting Fresh Highs, Silver Tumbles Over 15%

XAG/USD: After Hitting Fresh Highs, Silver Tumbles Over 15%

Silver posted its strongest weekly gain since 1998, surging 18%, driven by the "China factor"—specifically, Beijing's announcement of mandatory export licensing effective from 2026. This echoes the 1979 silver squeeze, when inflation soared and the Hunt brothers attempted to corner the market.
RoboForex | 15 days ago
Risk assets struggle ahead of FOMC minutes in thin liquidity

Risk assets struggle ahead of FOMC minutes in thin liquidity

Gold and silver recover from Monday’s plunge as implied volatility remains high; Dollar searches for direction while US stocks mostly skip the Santa Rally; Risk markets would enjoy dovish FOMC minutes today; Oil reacts to Russian rhetoric and Trump’s threats towards Iran;
XM Group | 15 days ago
Bitcoin and FOMO in 2025

Bitcoin and FOMO in 2025

This article examines the Bitcoin FOMO episode of October 2025, where strong spot ETF inflows, rising open interest, and volatile funding rates revealed how institutional capital sparked a rally that was later amplified by leveraged speculation and market psychology.
IUX | 15 days ago
Precious metals sink after fresh records, dollar steady

Precious metals sink after fresh records, dollar steady

Fed rate cut bets continue to power rally in precious metals and equities. But silver, platinum and palladium correct lower after surge, gold also slips. Dollar steady in holiday-thin trading, yen catches a bid on BoJ summary. Oil climbs on geopolitical tensions but still headed for fifth monthly loss.
XM Group | 16 days ago
XAU/USD: Markets Unmoved by US GDP Strength

XAU/USD: Markets Unmoved by US GDP Strength

At first glance, the US economy’s sharp acceleration in Q3 - with GDP growth exceeding 4% year-on-year - appears to decisively counter narratives of an economic slowdown. Yet the muted reaction in bond markets tells a different story. Yields have barely budged, and the yield curve continues to flatten in a pattern consistent with a “bull steepening” environment.
RoboForex | 16 days ago
A confident Euro and a vulnerable Yen

A confident Euro and a vulnerable Yen

Rapid GDP growth in the eurozone has helped EURUSD. USDJPY risks rising to 164. The strengthening of the greenback has caused gold to retreat from record highs.
FxPro | 16 days ago