Análisis

Iran War and Global Capital Rotation:  Where Should Investors Hide?

Iran War and Global Capital Rotation: Where Should Investors Hide?

The Iran conflict is triggering a global capital rotation across oil, U.S. Treasury yields, the U.S. dollar, and gold. This article explains how geopolitical risk is influencing inflation expectations, monetary policy outlook, and cross-asset market positioning.
IUX | hace 87
Shocking NFP: −92K Jobs.  What Happens Next?

Shocking NFP: −92K Jobs. What Happens Next?

The 06 March NFP report delivered a major surprise to the market. Instead of the expected +58K jobs, the US economy lost 92K ones. Even more alarming was the private sector: −86,000 jobs, the worst reading since December 2020. This is not just a miss — it is a clear signal that the labor market may be weakening much faster than anticipated.
Headway | hace 89
The dollar outperforms safe-haven assets

The dollar outperforms safe-haven assets

The US dollar is behaving like a classic safe-haven asset. It followed the S&P 500, which fell at the start of trading but then saw investors buy the dip. As a result, EURUSD managed to recoup most of its losses, even amid positive unemployment benefit claims data and expectations of strong non-farm payrolls figures.
FxPro | hace 89
Event Preview: Nonfarm Payrolls (Feb)

Event Preview: Nonfarm Payrolls (Feb)

The current forecast — around 58K jobs vs 130K previously — indicates that the market expects a noticeable slowdown in hiring. If this slowdown is confirmed and continues for several months, it could signal that the labor market is moving from a tight expansion phase toward a more balanced state.
Headway | hace 90
US NFP report awaited amid Iran war

US NFP report awaited amid Iran war

Dollar rebounds as Middle East war rages - Nonfarm payrolls on tap as investors scale back Fed cut bets - WTI crude rallies above $80 per barrel, gold remains subdued - Wall Street slips as risk aversion intensifies
XM Group | hace 90
Ethereum held above the long-term uptrend

Ethereum held above the long-term uptrend

The crypto market cap has fallen by approximately 2% over the past 24 hours to $2.41 trillion. The market is cooling after a mid-week surge, consistent with the trend of large capital selling on the growth.
FxPro | hace 90
What Really Drives Petrol Prices?

What Really Drives Petrol Prices?

Global fuel prices are driven by crude oil markets, geopolitical tensions, refining capacity, and taxes, with disruptions like the Strait of Hormuz having a significant impact on costs.
VT Markets | hace 90
Middle East Tensions Weigh on Rate Cut Hopes Ahead of U.S. Jobs Data

Middle East Tensions Weigh on Rate Cut Hopes Ahead of U.S. Jobs Data

The market awaits tonight's February NFP report. Payroll growth is expected to slow sharply to 60,000 (from 130,000), with unemployment holding at 4.3% and wage growth at 3.7%. As the Middle East conflict shifts the narrative from "energy fears" to "inflation reassessment," this data refocuses the market on economic fundamentals, as rate cut expectations have already been scaled back.
ATFX | hace 90
Dollar rebounds as Iran war enters sixth day

Dollar rebounds as Iran war enters sixth day

Dollar pulled back on Wednesday on NYT report - Rebounds on Thursday as Iran strikes Israel - Investors further scale back Fed cut bets on inflation concerns - Oil extends gains, gold rebounds, Wall Street shows resilience
XM Group | hace 91
Crypto: An encouraging rebound in a bear market

Crypto: An encouraging rebound in a bear market

The crypto market cap rose 4.8% to $2.45 trillion, then climbed to $2.50 trillion at the end of the day on Wednesday, a four-week high. This is a strong indication of a base forming and a reversal to growth.
FxPro | hace 91