Research desk
Weekly FX Wrap: Carry Rebuilds as Intervention Risk Fades
Positioning data shows carry demand returning while the MoF stays quiet — where the asymmetry now sits.
Market analysis & reports.
Commentary reflects the information available when it was published. It is for information and education, not personalised investment advice.
Senior strategist
Gold Holds Key $2,380 Support Ahead of Jackson Hole
Real-money accumulation absorbing every dollar rally — the range floor has been defended three sessions running.
Rami Haddad
Where the Region’s Capital Is Actually Moving
Rate-path repricing has done more to move regional flows this quarter than any single data print.
Research desk
Weekly Outlook: Sterling Faces a Data-Heavy Week
CPI and retail sales land inside 48 hours — the risk skews to a downside break of the ascending channel.
Chief strategist
EUR/USD Fails 1.0920 Retest as Rate Differential Widens
Third rejection from the same supply shelf while two-year spreads keep widening in the dollar’s favour.
Research desk
Monthly Metals Outlook: Bullion Inventories and the Industrial Bid
Vault flows and the gold-silver ratio point to a rotation the spot price has not yet reflected.
Research desk
Q3 Global Macro Outlook: The Road Ahead
Our flagship quarterly — rate paths, capital flows and commodity cycles with defined scenario weights.
Research desk
Special Report: Gold as a Reserve Asset After De-Dollarisation
Separating settlement-currency headlines from measurable reserve reallocation, with the flow data.
Research desk
Q2 Global Macro Outlook: Liquidity at the Turn
How the liquidity cycle repriced risk assets last quarter, and which of those calls we got wrong.
