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 [...]
Solana Ecosystem Roundup: March 2026 north March brought a dense run of developments across regulation, real-world assets, enterprise infrastructure, payments, consumer apps, and protocol design. SOL received a clearer regulatory designation in the U.S., RWA activity on Solana reached new highs across holders, value, and lending. [...]
Week Ahead: Its Still Mostly about the War north The Middle East war remains the dominant fundamental condition. There continues to be some indication that market participants are hopeful of a resolution soon. The May WTI contract settled near $111.55 last week, which appears to build in the risk of near-term escalation, but the June [...]
Hope Dashed, Risk Appetites Slashed Ahead of Long Holiday Weekend for Many north President Trump’s national address seemed to contain little more than a reading of some of his recent social media posts. The market was eager for some sign of confirmation of its hope that had buoyed the capital markets in the last couple of sessions. It found none. The threat of escalating [...]