Need to know
1CBFed's Waller signals June cut on the table if labour market softens — USD support fading at the margin.
2MacroUS Q1 GDP revised to 1.1%; stagflation narrative gaining traction — markets pricing more cuts by year-end.
3GeoMiddle East ceasefire talks collapse — oil rebounds $2.40, safe-haven flows return to CHF and Gold.
4RiskCOT alert: AUD net-long positioning at 18-month extreme — crowded long risk flagged against 83 score.
5MacroRBA minutes hawkish surprise — rate hike discussed at April board meeting. July hike 58% priced.
G10 CB rate paths — 12m implied
Rate paths.
G10 relative strength
Strength.
Currency intelligence
Scored · Apr 2026 · Divergence flags included
Currency
Score
Bias
CB Stance
COT Signal
Markets
G10
Metals
Indices
Educational research tool only. Not financial advice. James LNE © 2026