Authorized and Regulated Entities: SARACEN MARKETS (PTY) LTD

Gold Catches a Bid as Markets Price In Policy Pivot, Tariff Tensions Resurface 1

Gold Catches a Bid as Markets Price In Policy Pivot, Tariff Tensions Resurface

Gold edged higher early Thursday, recovering quickly from yesterday’s mild pullback as traders rotate back into safe-haven assets. The yellow metal remains underpinned by growing conviction that the Federal Reserve is nearing a policy shift, with the US economy flashing signs of fatigue and geopolitical risk mounting once again. The dollar slipped as investors doubled […]

Gold Catches a Bid as Markets Price In Policy Pivot, Tariff Tensions Resurface Read More »

Trade Turbulence and Weak Services Data Complicate Fed Path, Roil Global Outlook 3

Trade Turbulence and Weak Services Data Complicate Fed Path, Roil Global Outlook

A fresh wave of global trade uncertainty and downbeat US economic signals is challenging investor confidence and clouding the outlook for central bank policy, just as rate cut expectations peak. President Donald Trump signaled that new tariffs targeting key sectors will be unveiled “within the next week,” keeping markets on edge. At the same time, Japan’s top trade

Trade Turbulence and Weak Services Data Complicate Fed Path, Roil Global Outlook Read More »

Rate Cut Bets Accelerate as Labor Data Fuels Fed Pivot Narrative 5

Rate Cut Bets Accelerate as Labor Data Fuels Fed Pivot Narrative

Investor conviction around an imminent Federal Reserve rate cut deepened on Monday, following a sharply disappointing US labor market report that rattled risk assets and pushed Treasury yields lower. Equities have since staged a recovery, led by US tech, as traders weigh the balance between recession risk and resilient corporate performance. Interest rate futures now imply a

Rate Cut Bets Accelerate as Labor Data Fuels Fed Pivot Narrative Read More »

Trump’s Tariff Escalation Triggers Policy Fog as Markets Brace for NFP Print 7

Trump’s Tariff Escalation Triggers Policy Fog as Markets Brace for NFP Print

President Donald Trump has reignited global trade uncertainty, unveiling a sweeping new tariff regime that includes a 10% global minimum duty and elevated levies of 15% or higher on countries maintaining trade surpluses with the United States. The move marks the latest effort by the administration to overhaul global commerce through a protectionist lens one that risks further unsettling

Trump’s Tariff Escalation Triggers Policy Fog as Markets Brace for NFP Print Read More »

Markets Reprice Fed Outlook as Trump Softens Tariff Blow on Copper 9

Markets Reprice Fed Outlook as Trump Softens Tariff Blow on Copper

Traders are confronting a volatile cocktail of macro headlines this week, with the US dollar fluctuating as market participants recalibrate expectations around Federal Reserve policy and the evolving stance on trade tariffs. The greenback initially surged following the Fed’s decision to keep interest rates unchanged, but later pared gains as Treasury yields retreated and investors reassessed the likelihood of a September

Markets Reprice Fed Outlook as Trump Softens Tariff Blow on Copper Read More »

Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds 11

Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds

Gold prices hold steady below the key $3,345 mark in early Wednesday trade, as markets enter a state of suspended animation ahead of the Federal Reserve’s policy decision. Despite a modest rebound from last week’s dip to $3,302, the yellow metal remains rangebound, caught in the gravitational pull of two high impact U.S. economic events which is Q2

Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds Read More »

Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds 13

Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds

The initial relief from recent trade de-escalations has lost momentum as global investors recalibrate expectations ahead of a pivotal week marked by dense macroeconomic data releases and key central bank decisions. The US dollar has steadied after its strongest advance in months, with market participants reducing exposure to speculative narratives and instead awaiting confirmation of

Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds Read More »

Global Sentiment Lifted by Trade De-escalation, but Policy Decisions and Data Loom as Pivotal Risk Catalysts 15

Global Sentiment Lifted by Trade De-escalation, but Policy Decisions and Data Loom as Pivotal Risk Catalysts

Global markets have entered the final week of July with renewed optimism, buoyed by signs of de-escalation in trade tensions and expectations of continued monetary policy support. The announcement of a formal US European Union trade agreement, alongside speculation that the US and China will extend their existing tariff truce, has alleviated fears of a

Global Sentiment Lifted by Trade De-escalation, but Policy Decisions and Data Loom as Pivotal Risk Catalysts Read More »

Gold Consolidates Below Key Levels Amid Rising Regional Tensions and Fed Policy Anticipation 17

Gold Consolidates Below Key Levels Amid Rising Regional Tensions and Fed Policy Anticipation

Gold prices experienced a modest retreat early Friday after testing the psychological support near $3,350, following a recent rally that brought the metal to five week highs. Despite this pullback, gold remains positioned for a weekly gain, reflecting the persistent demand for safe-haven assets amid escalating geopolitical risks and uncertainty ahead of major central bank

Gold Consolidates Below Key Levels Amid Rising Regional Tensions and Fed Policy Anticipation Read More »

US Policy Divide Deepens as Fed Officials Signal Divergent Paths Amid Political Pressure 19

US Policy Divide Deepens as Fed Officials Signal Divergent Paths Amid Political Pressure

Diverging signals from Federal Reserve policymakers, coupled with persistent political pressure on Chair Jerome Powell, continue to drive uncertainty across global markets. While strong labor data and improving retail sales support the underlying resilience of the US economy, an increasingly fractured policy environment raises critical questions about the central bank’s ability to maintain a consistent

US Policy Divide Deepens as Fed Officials Signal Divergent Paths Amid Political Pressure Read More »