NEW YORK2026-05-18MIXED✓ GRADED · 0/5 (0%)
USD-GRIND-HIGHER on rising UST yields + hawkish Fed pricing, but OIL-SUPPLY headlines cap inflation premium and prevent clean risk-off
USD B ✗ -0.029%EUR B ✗ +0.128%JPY B ✗ -0.031%AUD B ✗ +0.143%GOLD B ✗ +0.36%
ASIA2026-05-17RISK_OFF✓ GRADED · 0/7 (0%)
USD-STRENGTH on rising geopolitical premium (Ukraine/Iran/Iraq strikes) + hawkish Fed repricing despite mixed growth signals
USD B ✗ 0%EUR B ✗ 0%GBP B ✗ 0%JPY B ✗ 0%AUD B ✗ 0%CHF B ✗ 0%GOLD B ✗ 0%
LONDON2026-05-15RISK_ON✓ GRADED · 5/7 (71%)
USD-STRENGTH on sticky inflation signals (hot oil +7.4%, rising yields +11bp 2Y) + divergent UK growth surprise offsetting weak EUR narrative
USD B ✓ +0.077%EUR B ✓ -0.081%GBP B ✗ -0.153%JPY B ✓ +0.167%CAD B ✗ +0.016%CHF B ✓ +0.125%GOLD B ✓ -0.452%
NEW YORK2026-05-14RISK_ON✓ GRADED · 6/6 (100%)
USD-STRENGTH on inflationary PPI shock + hawkish Fed Chair confirmation; commodities rally reinforcing growth/inflation narrative ahead of retail sales.
USD B ✓ +0.108%EUR B ✓ -0.28%JPY B ✓ +0.237%CAD B ✓ -0.019%CHF B ✓ +0.175%GOLD B ✓ -0.636%
LONDON2026-05-14RISK_ON✓ GRADED · 6/6 (100%)
USD-STRENGTH on hawkish PPI blowout + rising real yields; commodities ripping signal reflation trade alive
USD B ✓ +0.158%EUR B ✓ -0.35%GBP B ✓ -0.36%JPY B ✓ +0.157%CHF B ✓ +0.259%GOLD B ✓ -0.204%
ASIA2026-05-14RISK_ON✓ GRADED · 6/6 (100%)
USD-STRENGTH on scorching PPI (+1.0% core vs +0.3% exp) forcing hawkish Fed repricing; commodities rally confirming reflationary tilt
USD B ✓ +0.062%EUR B ✓ -0.07%GBP B ✓ -0.153%JPY B ✓ +0.051%CHF B ✓ +0.082%GOLD B ✓ -0.166%
ASIA2026-05-13MIXED✓ GRADED · 3/6 (50%)
USD-MIXED on sticky core inflation vs. flattening curve; commodity rally favors AUD/CAD but JPY gains safe-haven bid from rising VIX
EUR B ✓ -0.234%GBP B ✓ -0.11%JPY B ✗ +0.104%CAD B ✗ +0.053%AUD B ✗ -0.036%GOLD B ✓ -0.019%