Ian Reynolds
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Overnight
More tariffs on 2nd April so we may have a week without having to hear about them.
And we switch our focus back to Greenland with Vance visiting on 27th.
FED speakers this week suggest the FED doing some messaging.
- FOMC MEMBER BOSTIC (MON. 1:45PM)
- FOMC MEMBER BARR (MON. 3:10PM)
- FOMC MEMBER KUGLER (TUES. 8:40AM)
- FOMC MEMBER WILLIAMS (TUES. 9:05AM)
- FOMC MEMBER KASHKARI (WED. 10:00AM)
- FOMC MEMBER MUSALEM (WED. 1:10PM)
- FOMC MEMBER BARKIN (THURS. 4:30PM)
- FOMC MEMBER BARR (FRI. 12:15PM)
- FOMC MEMBER BOSTIC (FRI. 3:45PM)
Breaking
Trump suggests US could join British Commonwealth if offered by King Charles [Fox News]
Scott Bessent: "We’re not revaluing gold'
Bitcoin
All sorts of stuff flying around this morning
- Now that US isn't going to revalue Gold, they'll buy BTC with it
- IMF has endorsed BTC as a digital Gold
- China & Russia buying Bitcoin
- Etc Etc
All long term investors know: focus on the timing, not the price -particularly now as we expect a cycle top in later 2025.
BITCOIN / USD Daily
Commodities
It's a perfect wedge for Brent with an imminent break one way or another.
Spot Brent Monthly
Equities
Monthly ASX at a crucial level.
ASX Monthly
Bonds
With everyone expecting US 10 year yields to go down, especially Trump and Bessent, is the surprise a move above 4.30? We certainly seem to have found a temporary floor.
US 10 Year Government Bond Yield Daily
Foreign Exchange
A floor in rates would support the USD after the big drop.
DXY Daily
Interesting
Australia Treasurer Warns of ‘Seismic’ US Global Economic Shock [Bloomberg]
Trillion Dollar India Rout Tests Resolve of Loyal Retail Traders [Bloomberg]
Economic Indicators Today
