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Trump sacks Fed governor Lisa Cook, as he tries to take over the independence of the Federal Reserve, so the bank can slash interest rates to 0%

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The Australian dollar is sitting at Two year lows of 0.61 cents, due to Trump 2.0 global trade war and China slowing down. Sticky inflation is now, returning 'inflation' as the Fed and central banks may refrain from cutting rates.

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Markets are pricing in 'hopium' via the Fed for a 50 basis point cut on 18th September 2024 before the U.S. elections. Never mind 'sticky' U.S. inflation via the CPI and PPI.

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Former U.S. president Donald Trump was shot Sunday while delivering a campaign speech. Trump economic policies are protectionist driven, as the U.S. economy is already within stagflation 'lite', note PPI release for June showing that prices are accelerating. A trump victory in November would add to already embedded inflation. Short end yields and the USD rise on the uncertainty of Trump's reaction after the shooting.

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S&P 500 Bull run since December 2023, with the NASDAQ 100, oil price and U.S. Dollar. Is this a reflation trade on rate cuts or a speculation trade? S&P 500 pierces through the psychological 5000. 1st time in history.

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Self explanatory chart: Has risk aversion on U.S Dollar and oil hedges been replaced with gold the doomsday hedge?

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Oil spikes $4, touching $89 on the Oil futures. Yemen rebels shoot missiles/drones towards Israel, shot down by a U.S. warship on the Black Sea. Fed chairman Jerome Powell says no more rates for 2023 = USD negative. Oil maintains its rally.

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The Gold price collapses as U.S. short end bond yields and U.S. Dollar surge. Oversold and holding above 1845. Awaiting a Bitcoin crash as a feigned inflation hedge. History repeats ala end of 2022.

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The Markets are acting very odd. Interest rates and speculation are rising at the same time. With wonky forecasts for a U.S. recession, thus rates pauses and cuts. Energy prices are still too high relative to the USD

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Australian Dollar rallies after the RBA sets the cash rate at 4.10%. Indicating to the broader markets that Central Banks bias towards further interest rates is continuing. Liquidity is beginning to tighten.

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S&P 500 futures are looking stretched. The U.S. government most likely will not default on its debt, yet confidence in the market is being tested. Liquidity is not as tight as it could be.

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IS something big about to hit the markets? Oil crashes 5%, yields and the U.s. Doller sell off. Gold the doomsday hedge remains bid since March 2022.

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Oil price stays fairly supported as the market prices in a .25% rate hike by the Fed. Energy and food inflation is beginning to creep up in 2023. Will the Fed pause?

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Gold is rallying above its 1980 support, while the U.S. Dollar has fallen out of favor as a safe haven, probably due to the indecisiveness of rate hikes for 2023 by the Fed. China may launch a surprise attack on Taiwan earlier than official analysis have decreed. Chinese war ships remain in the Taiwan strait.

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Self explanatory chart of the DXY (USD) and the oil price. Showing the start of 2022 risk aversion with oil and the USD bid, decoupling at the tail end of 2022 ala the Fed's rate hikes. Oil began to sell and the USD was nicely bid.

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*UPDATED* Gold the Doomsday hedge has been activated as the U.S. Dollar trades in a narrow range. America shoots down 4 Chinese spy balloons. Awaiting U.S. sanctions and/or restricting Western tech companies that may have been used to create the balloons hardware.

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S&P 500 is now above the Powell 'Put' (July 26th) as the Fed has decided to slow down its rate hikes, with its fight with inflation which is still at 40 year highs. Confusion and hope is guiding market expectations.

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Bank of England offers to buy bonds from pension funds before they raise rates. The U.K. is a whisper away from becoming bankrupt. How long can Central Banks take hits on their balance sheets?

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Amusing chart of U.S. Dollars (Futures) Bid and the DXY (U.S. Dollar against a basket of currencies) is sell = Volatility. Will the Fed trigger 0.75%? Probably. Oh, and the Chinese have said they've detected an alien civilization. Strange days...

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Australian Dollar has collapsed through its price supports, I caught the two day trade. The Federal Reserve may trigger a 0.75% increase at their June meeting. Inflation is now out of control. A Strong U.S. Dollar will sink Asian and Oceanic currencies. May lead to a Asian/Australian currency crisis.

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