Monthly Archives: January 2026

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Australian Dollar Outperforms on Robust Data and Hawkish Policy Expectation

Written on January 23, 2026 at 6:37 am, by

Key Takeaways: *AUDUSD hit 0.6852, its highest since Nov 2024, after unemployment fell to 4.1% and jobs surged +65.2k, reinforcing a hawkish tilt for the RBA. *Robust Australian data contrasts with a dovish-leaning Fed and a still-weak JPY, allowing the Aussie to capitalize on broad USD and funding-currency softness. *A sustained hold above this levelContinue Reading

Dollar Navigates Political Uncertainty and Macro Resilience

Written on January 23, 2026 at 6:35 am, by

Key Takeaways: *Trump’s reversal on European tariffs temporarily eased safe-haven demand, giving the dollar a short-lived boost. *Q3 U.S. GDP was revised higher to 4.4%, supporting the greenback amid strong consumption and output. *Core and headline PCE inflation remained stable, signaling contained price pressures. Market Summary: The U.S. dollar has been navigating a complex combinationContinue Reading

Trump’s Greenland Reversal Fails to Shake Gold’s Strength

Written on January 23, 2026 at 6:33 am, by

Key Takeaways: *Gold repeatedly breached record highs above $4,800/oz amid geopolitical tensions and safe-haven demand. *Trump’s retreat on Greenland tariffs caused only modest retracements, showing gold’s structural resilience. *Ongoing concerns about Fed policy, central bank independence, and fiscal uncertainty support elevated gold prices. Market Summary: Gold’s recent price trajectory has been dominated by a potentContinue Reading

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