G10 Currency Consolidation Looks Constructive, but the Weekend Poses Risks north The dollar is mixed against the G10 currencies today, ahead of the March US CPI report. The dollar bloc and the Japanese yen are struggling. However, the tone is mostly consolidative. Equities were higher in the Asia Pacific region, with a few exceptions, and in Europe. Bond yields are firmer. [...]
Checkpoint #9: Apr 2026 north Ethereum's All Core Developer calls can be a lot to keep up with, so this "Checkpoint" series aims for periodic high-level updates, depending on what's happening in core development. See the previous update here. !image...
Rough Start to Ceasefire Curbs Yesterday's Enthusiasm north It seemed clear that yesterday’s euphoric reaction to the two-week ceasefire was exaggerated. Ceasefires often have been plagued with disputes and violations at the start. This one is no different. At the same time, Israel’s action in Lebanon complicates the situation and there is some dispute [...]
Bitcoin demand returns, giving bulls fuel to turn $72K to support north Bitcoin buy-side activity in the spot and futures markets supports the current rally toward $72,000, while short-term holders eased up on selling, increasing the chances of bulls taking control of BTC's price direction.
Ceasefire Lifts Animal Spirits north Risk appetites have been excited by the two-week cease fire in the Middle East. Stocks and bonds have rallied strongly. The precious metals are higher. May WTI is off more than 15%. June Brent is about 13% lower. The US dollar is weaker against all the G10 and emerging market currencies that [...]
On the Edge of the Abyss north The dollar is mostly narrowly mixed against the G10 currencies. Leaving aside the Swedish krona, which has fallen nearly 0.75% on the back of an unexpected soft March CPI, the other G10 currencies are +/- less than 0.2%. Investors remain on edge ahead the US ultimatum deadline, which is in the [...]
Cease-Fire Hopes Blunt US Ultimatum north The US deadline on Tehran for re-opening the Strait of Hormuz has subtly shifted until tomorrow. The holiday-thinned market initially bought dollars and oil and took risk off in response to the continued attacks and the escalation of US rhetoric. However, negotiations, apparently led by [...]