Trading Insights

Macro Snapshot

  • Liquidity Boost: RRP drawdown channels cash into the real economy via Treasury spending.
  • Fed Shift: Trump appoints dovish Fed candidates; futures now see four cuts by Jan 2026.
  • Trade & Tariffs: U.S. Court challenges tariff powers; gold bar tariff repealed.
  • Data Watch: CPI this week could be pivotal for equities, gold, and FX.