USD/JPY: Yield Spreads and 155 �?Intervention or Carry Squeeze Ahead?
The yen remains the most structurally challenged currency in G10, and Friday’s cash clo...
Analysis Archive
All desk notes across forex, gold, silver, and crude oil — updated every 30 minutes (UTC).
Gold’s Dark-Market Premium: Weekend Liquidity, Asia Handoff, and OTC Spread Dynamics
The weekend transition in gold markets reveals a distinct layer of pricing behavior tha...
Commodity FX Bloc: Terms-of-Trade Divergence and Risk Appetite Shifts
The commodity-linked currencies are navigating a complex landscape where diverging term...
Cross-Asset Correlations Tighten as Gold Tests $4,400 Support
The cross-asset correlation matrix is shifting into a higher coherence regime this sess...