Matt Weller CFA, CMT
@MWellerFX
Dadx2 || Global Head of Market Research w/ StoneX & http://FOREX.com || CFA & CMT Charterholder || Adult-Onset Runner + Triathlete Tweets reflect my own views.
Markets Close in on Another Trump Tariffs Deadline stonex.com/en/thought-lea…
Fun trendline bounce in $DXY, but I'm not calling a turnaround until it gains a foothold above the 50-day EMA ~98.60
cc @elerianm
New: Fed Chair Jerome Powell has recently told allies and associates there’s no chance he bows to calls to resign, even he girds for Trump to escalate his unprecedented pressure campaign over the next 10 months. cnn.com/2025/07/25/pol…
📈📉DAILY MARKET VIDEO📈📉 🇯🇵 Tokyo CPI comes in cool as ongoing political turmoil weighs on the yen. 📅 US Durable Goods meet expectations, HUGE week on tap 📈 $GBPJPY is consolidating below nearly 1-year highs around 200 - what next?
🚨 BREAKING: President Trump is OPENLY GRILLING Jerome Powell to his face at the Federal Reserve Building in DC This comes after Trump found out the total for the renovations are actually $3.1 BILLION “What are all these overruns about?!" Holy CRAP this is an amazing watch 🤣
Getting an early start on my FOMC preview for next week - will we see the first interest rate dissent in 3 years? (Waller dissented on balance sheet policy earlier this year)
📈📉DAILY MARKET VIDEO📈📉 🇪🇺 The ECB left rates unchanged as expected, remains data-dependent 🤖 $GOOGL +4% on AI, $TSLA -6% as profits collapse 📈 $EURUSD edging lower after strong US jobless claims, but long-term uptrend intact for now
They should auction off tickets to this breakfast like Warren Buffett does. Imagine being a fly on the wall for these conversations
TREASURY’S BESSENT SAID HE SEES 1–2 FEDERAL RESERVE RATE CUTS AS POSSIBLE THIS YEAR AND NOTED HE HAS BREAKFAST WITH FED CHAIR JEROME POWELL NEARLY EVERY WEEK.
DJIA Forecast: Dow Nears Record Highs, Boosted by US-Japan Trade Deal, Earnings Next - forex.com/en-us/news-and…
VIX to 5-month lows under 16 as big trade deals start to hit the wires. I wrote about the outlook for volatility in more detail on @StoneX_Official last week: stonex.com/en/thought-lea…
$EURUSD quick +25pips on this headline
US AND EU CLOSE IN ON 15% TARIFF DEAL: FT
full video from this week's webinar talked about $JPY carry unwind scenarios and why I think Trump doesn't actually want to fire Powell here. It's like he has a put and if markets (or economy) tanks - he can easily point the finger at 'too late' youtube.com/live/vc0w5JyHW…
Had a blast completing my second-ever Sprint Triathlon this weekend: 🏊8/10 swim, 🚴10/10 bike, 🏃6/10 run 🥈Took 2nd AG / 9th OA, missing 1st/7th by 7" ❤️Best of all, I got to cross the finish line with my biggest fan! ➡️ One more in 3 weeks before the season ends
📈📉DAILY MARKET VIDEO📈📉 🏦 Mohammed El-Erian @elerianm calls for Powell to resign while Treasury Secretary Bessent ups the pressure ❓ How would the US dollar, gold, and bond yields react to a surprise Powell resignation?