Analýza

Shadow of Uncertainty: When Conflict Becomes the Market’s Compass

Shadow of Uncertainty: When Conflict Becomes the Market’s Compass

Geopolitical tensions surrounding Iran are reshaping global market dynamics. Investors are rotating capital into safer assets like energy and the U.S. dollar, while equities face pressure. This shift reflects not panic, but strategic repositioning amid rising uncertainty and renewed inflation risks.
IUX | Před 219 dny
Risk assets rebound on Middle East newsflow

Risk assets rebound on Middle East newsflow

US-Iran newsflow turns positive as markets prepare for Trump’s nation address; Oil stays resilient as truce hopes might not ease oil supply disruptions; Risk assets rebound after a difficult March, while dollar weakens across the board; Potentially weak US data today could fuel rate cut Fed expectations;
XM Group | Před 219 dny
Liquidity Is Back — But the Rally Isn’t

Liquidity Is Back — But the Rally Isn’t

The Fed is flooding the system with $381B, yet markets refuse to surge. QE no longer lifts all assets — capital is becoming selective. Safe havens stall, momentum fades. This isn’t a bubble cycle but a shift. The era of easy money is over — only assets with real demand will move.
Headway | Před 219 dny
Euro falls on rate expectations

Euro falls on rate expectations

The US dollar ends March with its best monthly performance since September 2022, whilst the euro ends with its worst quarterly performance since 2024.
FxPro | Před 220 dny
Dollar rises even as Trump reiterates willingness to end the war

Dollar rises even as Trump reiterates willingness to end the war

Dollar remains strong, but investors start considering rate cuts again - Traders are more concerned about economic growth than hot inflation - Gold extends recovery as fading rate hike bets increase its appeal - S&P 500 and Nasdaq slide, stock futures point to higher open
XM Group | Před 220 dny
Crypto: Fear Lingers, But the Market Holds

Crypto: Fear Lingers, But the Market Holds

The crypto market remains stable, having risen slightly over the past 24 hours, and market capitalisation has reached $2.33 trillion, rebounding from an intraday low of $2.28 trillion. The overall trend mirrors that of stock indices.
FxPro | Před 220 dny
Technical Outlook on GOLD, USDJPY, EURUSD

Technical Outlook on GOLD, USDJPY, EURUSD

Gold pushes for recovery as attention shifts to the U.S. jobs data. USDJPY dips after touching 160 but remains resilient despite intervention rhetoric. EURUSD edges lower as Eurozone CPI takes center stage - Will the 1.1400 floor hold this time?
XM Group | Před 220 dny
Three forces driving the Dollar upwards

Three forces driving the Dollar upwards

The dollar index is approaching the highs of its 11-month range, whilst Donald Trump reports on successful negotiations with Iran. The US President has stated that Iran has met most of his 15 demands.
FxPro | Před 221 dny