Cohen & Steers’ Post

Global risk sentiment is shifting again. After months of US dollar strength, early signs suggest the tide may be turning but not all currencies are set to benefit equally. In this month’s Aura Group Monthly Forex Outlook, Tong Hoe Sng unpacks: - Key drivers behind AUD, EUR, GBP, USD/JPY and SGD moves - What recent central bank decisions mean for currency markets - Why Asia-Pacific investors should watch USD/SGD and AUD/SGD closely - The macro forces shaping gold, commodities and bond yields Whether you’re managing portfolios or just tracking the markets, this month’s report will help you cut through the noise. Read the full analysis: 🔗 https://lnkd.in/gnfXK8Z9 #Forex #Markets #FXOutlook #Macro #WealthManagement #AUD #USD #SGD #CurrencyTrends #AsiaPacific

In our latest weekly market review, we explored how ongoing U.S.–China trade tensions could define currency markets for the next two to three years. Export controls, tariffs, and geopolitical posturing are reshaping global liquidity trends — and the rand is responding accordingly. What stood out this week is the continued move by global central banks into gold, signalling declining trust in U.S. fiscal direction. This has long-term implications for FX positioning, interest rate expectations, and commodity-linked currencies. WATCH: https://lnkd.in/d6B8FTXE #FXMarkets #Rand #TreasuryStrategy #MarketRisk

Is the era of US dollar dominance coming to an end? With global trade realigning and record US deficits sparking concern, the dollar’s role as the world’s primary reserve currency is under growing scrutiny. Are we witnessing the dawn of a new chapter in global capital flows, or will the dollar’s unique status prevail despite mounting challenges? Read our latest article to discover the shifting dynamics of global trade, the reshaping of supply chains, and what the future holds for the US dollar: https://lnkd.in/etvm3CJH #PictetInsights #GlobalEconomy #USDollar #TradeRebalancing

In this edition of "Thoughts from Within," titled “Macro Mosaic: Rehearsed Stability, Unscripted Volatility”, I unpack the latest twists in Macro, Currencies, Bonds, Rates, and Commodities. From the US dollar’s starring role and the eurozone’s unfinished rehearsal, to commodities making dramatic improvisations (gas steals the spotlight, gold questions its lines), this week’s global market show keeps audiences guessing. With bond yields drifting, short-term rates holding their breath, and policymakers improvising new acts at every turn, volatility remains one scene change away. Explore how shifting economic signals, central bank choreography, and price surprises write the next act for global investors. As always—adapt, anticipate, and enjoy the spectacle. #thoughtsfromwithin #macroeconomics #marketinsights #currencies #bonds #rates #commodities #research

💹 Financial Market Today (06, November) Today’s FX market feels quiet, but the story underneath is far from still. The US Dollar remains firm, supported by strong US data that’s trimming hopes for a near-term rate cut. Yet, despite the good numbers, the dollar isn’t breaking higher, a clear sign that positioning is already heavy and traders are hesitating to chase it further. Risk currencies like the Aussie, Kiwi, and Loonie are still under pressure, struggling to find momentum as commodities soften and global sentiment flickers between optimism and caution. Meanwhile, safe havens such as the yen and franc are on standby, not leading the market, but ready to catch any shock that revives risk aversion. Today’s moves aren’t about big headlines or central bank surprises. They’re about micro shifts, tone from Fed speakers, small yield adjustments, and how traders react to subtle changes in flow. It’s one of those days where reading positioning and patience matter more than predicting direction. The big move often starts quietly, beneath a surface that looks calm. #Forex #Trading #USD #MarketSentiment #FinancialMarkets #FXAnalysis

📢 New Blog Published! 🌍 Global Reserve Shift: How Gold Is Outperforming US Treasury Bonds✨ As global markets navigate uncertainty, one trend stands out — gold is reclaiming its shine as a preferred reserve asset. This article explores how central banks and investors are rethinking traditional safe havens, marking a shift that could reshape global finance. Inside the article: 🏦 Gold vs. Bonds — why gold is outpacing US Treasuries in returns and confidence 🌐 Central Bank Moves — countries diversifying away from the dollar 📉 US Debt Concerns — how rising yields and fiscal imbalances are changing investor behavior 🪙 Historical Context — lessons from past gold booms and crises 🔮 What Lies Ahead — implications for global reserves, currencies, and long-term portfolios 🔗 Read the full blog here: https://lnkd.in/dqN_yYZt Manav Trivedi Team Kautilya

💹 FX Market Outlook — Subtle Shifts Beneath a Calm Surface The forex market feels quiet today, but there is a lot happening beneath that calm. The US dollar is still holding strong. It is not surging, but it remains the anchor as traders wait for the next real catalyst. Risk currencies like the Australian, New Zealand and Canadian dollars are struggling to find direction. Without stronger commodity prices or good news from China, they are moving sideways at best. Safe havens such as the yen and the franc are staying quiet for now, but they are ready to move if uncertainty creeps back in. With no major data releases today, the market is paying more attention to small details — trader positioning, tone in speeches, and how price reacts around key levels. It is one of those days where patience matters more than prediction. The big move often starts in moments like this. #Forex #Trading #USD #MarketSentiment #FinancialMarkets #FX

The gold price experienced its third-largest drop in history, hitting both local and international markets. Analysts attribute the fall to strengthening global currencies and cautious investor sentiment..... Read more: https://lnkd.in/enYMEBBy #NewsGuru #GoldPrices #SilverPrices #PakistanMarket #PreciousMetals #MarketUpdate #InvestorAlert

Investor Insights 💡 Investor Takeaway — Asian Forex Outlook The October 30 session highlighted the return of dollar strength and divergent central bank tones. 🔸 The USD remains the anchor amid policy uncertainty. 🔸 JPY and GBP stay pressured. 🔸 AUD and INR show resilience on domestic fundamentals. 📈 With commodities stabilizing and trade optimism improving, traders should focus on macro alignment and risk management heading into November. #ForexTrading #MarketInsights #FXStrategy

What Happens If the World’s Currencies Collapse and Gold Becomes the Global Repayment Standard? If fiat currencies fail, gold would instantly transform from a “store of value” to the core of global trade and debt settlement. The surge in demand would catapult its price to unprecedented levels — not merely doubling, but multiplying exponentially. Nations with large gold reserves would gain unmatched power, while those dependent on fiat liquidity would plunge into economic paralysis. Central Banks would scramble to revalue their reserves, triggering a chain reaction of inflation, liquidity shortages, and global trade realignments. Yet, the paradox remains: as gold’s price soars, real purchasing power could stagnate since everything else — from energy to food — would adjust to the “gold-based economy.” In essence, gold wouldn’t just rise in price; it would redefine global wealth, hierarchy, and monetary order. #Gold #Economy #Finance #Investment #GlobalMarkets #Wealth #Inflation #Commodities #MacroEconomics #FinancialAnalysis #SafeHaven #MonetarySystem #CurrencyCollapse #EconomicForecast #Trading #FiscalPolicy #WealthPreservation #LinkedInFinance #MarketInsights