AUD/USD: Momentum favours further gains
In line with the broad recovery in the risk-linked complex, AUD/USD left behind a two-day negative streak and resumed its uptrend towards the 0.6400 region, always on the back of the resurgence of quite a strong downside pressure hitting the US Dollar on Thursday.
EUR/USD: Extra advances appear in the pipeline
EUR/USD followed the widespread improved sentiment in the risk-linked galaxy and managed to set aside two daily drops in a row and refocus on the upper end of its recent range around the 1.1400 zone on Thursday.
Gold price climbs past $3,300 on uncertainty about trade and weak USD
Gold snaps two-day losing streak, gaining 1.5% on fresh trade war fears. Trump softens tariff talk, but China denies negotiations and demands full rollback. Fed rate cut bets rise as yields drop and economic uncertainty builds.
Ondo Finance hits $3B market cap as CEO Nathan Allman meets SEC to discuss tokenized US securities
Ondo Finance met with officials of the SEC and the law firm Davis Polk to discuss the regulation of tokenized US securities. Topics included registration requirements, broker-dealer rules and proposed compliant models for tokenized securities issuance.
DEEPER DIVE
Strategic implications of “Liberation Day”
Liberation Day in the United States came with extremely protectionist and inward-looking tariff policy aimed at just about all U.S. trading partners. In this report, we outline some of the more strategic implications of Liberation Day and developments we will be paying close attention to going forward.
Emerging markets FX vulnerability: Q2-2025
Risks to emerging market currencies are accumulating—primarily due to tariff uncertainty—with the possibility of a “shock” scenario materializing currently elevated. In this report, we update and enhance our EM FX vulnerability framework to identify currencies most at risk in a shock tariff scenario.
Europe’s major investment projects: An increasingly complex financial equation
As a result of the post-Covid debts surge and rising interest rates, the financial burden on governments is increasing. In the OECD, it has reached 3.3% of GDP, its highest level since 2010.
CRYPTOCURRENCIES
SEC Crypto Task Force plans to establish digital asset regulatory sandbox
The Securities & Exchange Commission's (SEC) Crypto Task Force met with El Salvador's National Commission on Digital Assets (CNAD) representatives to discuss cross-border regulation and a proposed cross-border sandbox project.
DeFi Dev Corp buys additional 65,305 SOL amid broader institutional interest: Solana price slides below $150
Solana (SOL) price faces growing overhead pressure and slides below $150 to trade at $148 at the time of writing on Thursday. The sudden pullback follows the crypto market's edging higher on improving investor sentiment, which saw SOL climb to $154 on Wednesday.
Uniswap Price Forecast: UNI whale moves 9 million tokens to Coinbase Prime
Uniswap (UNI) price hovers around $5.92 at the time of writing on Thursday, having rallied 12.8% so far this week. According to Wu Blockchain, data shows that the address potentially related to the Uniswap team, investor, or advisor transferred 9 million UNI to the Coinbase Prime Deposit on Thursday.
STOCKS
Stocks vault higher as Trump blinks first on China tariffs Premium
Dow Jones and NASDAQ surge on news of lower Chinese tariff rates. The Trump administration admitted on Wednesday what Treasury Secretary Scott Bessent had alluded to on Tuesday.
S&P 500 update: These four indicators point towards a rally
This article will cover several indicators we track for our premium members. These indicators can help those who understand that “big time frames lead to big gains” determine if a significant low has been struck.
WEEKLY FORECAST
EUR/USD Weekly Forecast: Euro stalls, Dollar crawls as trade fears are back Premium
EUR/USD maintained its positive footing this week, extending its four‑week bullish run. While the pair hovered near the key 1.1400 resistance, a decisive break above that level remained elusive. Bolstered by upside momentum, EUR/USD continued trading above both its 200‑day and 200‑week simple moving averages (SMA) at 1.0756 and 1.0840, respectively.
GBP/USD Weekly Outlook: Pound Sterling buyers return with a bang Premium
The GBP jumped back into the game against the US Dollar (USD), allowing the GBP/USD pair to stage a solid comeback from five-week troughs. In doing so, GBP/USD recorded over 1.5% gain over the week, rejoicing in the USD’s demise across the board.
US Dollar Weekly Forecast: Tit-for-tat tariffs and a tired Dollar Premium
The US Dollar Index (DXY) kept its negative mood for yet another week. Stagflation concerns continued to hurt the mood around the Greenback. Chair Powell reiterated the Fed’s prudent stance and its focus on inflation.
Gold Weekly Forecast: US-China tensions continue to fuel bullish rally Premium
Gold started the week in a quite manner but gathered bullish momentum mid-week to reach a new record peak above $3,350 on Thursday. In the absence of high-tier data releases, geopolitical headlines are likely to continue to drive XAU/USD’s action.
Bitcoin Weekly Forecast: BTC holds steady, Fed warns of tariffs’ impact, as Gold hits new highs
Bitcoin price consolidates above $84,000 on Friday, a short-term support that has gained significance this week. The world's largest cryptocurrency by market capitalization continued to weather storms caused by US President Donald Trump's incessant trade war with China after pausing reciprocal tariffs for 90 days on April 9 for other countries.
The week ahead – UK Retail Sales, Unilever, Tesla, Boeing and Alphabet results
UK Retail Sales (Mar) – 25/04 – having seen the UK economy grow by 0.5% in February there may well be a case for arguing that the recent doom and gloom may well be overdone, after showing stagnation in January.
