Everything on FX and Commodities

Persistent dollar weakness and geopolitical risks, particularly regarding Iran, are driving a 'de-dollarization' trade. This is supporting precious metals and commodities, although short-term corrections are possible due to hyperbolic price movements.

Impact: Investors should maintain exposure to gold and commodities as a hedge against currency risk, while monitoring geopolitical headlines for potential volatility spikes.

— from Apple Record Sales Drive Asia Tech Rotation · Bloomberg Daybreak: Asia Edition· Jan 30, 2026