https://www.lmax.com/blog/blog/special-report-hubspot-feed/ In-depth analysis and exclusive updates on key market events https://www.lmax.com/blog/special-report/fading-dollar-dominance-reinforces-structural-bid-for-bitcoin/ Wed, 13 May 2026 06:09:20 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62700

Fading dollar dominance reinforces structural bid for bitcoin

The gradual erosion of US dollar dominance in global reserves is reinforcing the structural case for Bitcoin and digital assets as credible, non-sovereign alternatives—particularly given their advantages over gold and growing institutional adoption.

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]]> https://www.lmax.com/blog/special-report/us-cpi-preview-will-inflation-surprise/ Tue, 12 May 2026 05:14:25 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62693

US CPI preview: Will inflation surprise?

Markets head into today’s CPI expecting a firm print, but with positioning already skewed hawkish, the risk is that anything short of a major upside surprise triggers a relief rally in equities and weakness in the Dollar.

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]]> https://www.lmax.com/blog/special-report/rba-decision-preview/ Mon, 04 May 2026 06:58:10 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62651

RBA decision preview

The Reserve Bank of Australia is set to deliver a likely 25bp hike to reinforce its inflation-fighting stance, but markets are focused on whether this marks a shift toward a pause as growth softens and energy-driven risks rise.

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]]> https://www.lmax.com/blog/special-report/all-about-the-tone-ecb-and-boe-in-focus/ Thu, 30 Apr 2026 06:48:34 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62636

All about the tone: ECB and BOE in focus

Markets head into today’s ECB and Bank of England decisions in the immediate aftermath of a more hawkish-leaning Fed. The broad consensus is that both central banks will hold on rates, leaving the real focus squarely on communication rather than action.

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]]> https://www.lmax.com/blog/special-report/fomc-decision-preview-6/ Wed, 29 Apr 2026 07:39:24 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62629

FOMC decision preview

Markets head into today’s FOMC with near-universal expectations for a hold, so this meeting is much less about the rate decision itself and much more about Powell’s tone, the inflation narrative and whether the Fed leans toward validating market calm or pushing back against it.

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]]> https://www.lmax.com/blog/special-report/keep-an-eye-on-crypto/ Wed, 22 Apr 2026 07:22:01 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62592

Keep an eye on crypto

Crypto is showing signs of a structural bullish shift, with bitcoin and ETH holding key breakouts amid improved sentiment, supportive macro dynamics, and early signs of capital rotating back into the asset class after a prolonged period of underperformance.

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]]> https://www.lmax.com/blog/special-report/fed-preview-oil-shocks-policy-optionality-and-a-changing-bias/ Wed, 18 Mar 2026 11:20:49 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62428

Fed Preview: Oil Shocks, Policy Optionality, and a Changing Bias

A Fed on hold is likely to maintain a hawkish tone, but growing macro uncertainty and supply-driven inflation risks point to an underappreciated shift toward prioritizing growth, leaving markets vulnerable to a post-event move of dollar weakness and renewed demand for equities.

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]]> https://www.lmax.com/blog/special-report/why-crypto-is-holding-up-better-than-youd-think/ Mon, 02 Mar 2026 07:51:01 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62337

Why crypto is holding up better than you’d think

Crypto markets have exhibited notable resilience into Monday, amid the ongoing joint US-Israel military operation targeting the Iranian regime. This relative stability stands in contrast to the sharper volatility seen in traditional markets, where equity futures have tumbled and oil prices have rocketed. Several structural advantages appear to underpin crypto’s outperformance.

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]]> https://www.lmax.com/blog/special-report/crypto-update-when-fear-rises-history-whispers/ Fri, 06 Feb 2026 09:56:08 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62215

Crypto Update: When fear rises, history whispers

Crypto markets have been back in the spotlight on a global scale as losses intensify in recent days, leaving bitcoin more than 50% below its October record high and ETH roughly 65% off its August peak. So what do we make of it and were do we go from here?

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]]> https://www.lmax.com/blog/special-report/fomc-decision-preview-5/ Wed, 28 Jan 2026 08:08:43 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62160

FOMC Decision Preview

Markets head into today’s FOMC decision expecting little in the way of policy fireworks, with the Fed widely forecast to hold rates steady at 3.50 to 3.75% after three consecutive cuts late last year. Futures markets are pricing in more than a 97% chance of a pause, with the earliest meaningful odds of another cut not emerging until June.

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]]> https://www.lmax.com/blog/special-report/the-elephant-might-not-be-that-large-crypto-thoughts/ Thu, 08 Jan 2026 08:03:52 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62054

The elephant might not be that large — crypto thoughts

Optimism remains abundant as the year gets underway, driven by growing excitement around bitcoin and the broader crypto complex amid continued signs of institutional adoption and regulatory progress. But the market has now encountered its first meaningful test.

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]]> https://www.lmax.com/blog/special-report/markets-adjust-to-a-new-balance/ Wed, 31 Dec 2025 08:02:58 +0000 https://www.lmax.com/blog/?post_type=special-report&p=62009

Markets adjust to a new balance

Looking back on 2025, the performance of assets against the U.S. dollar reflects a year of macroeconomic adjustment rather than outright disruption.

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]]> https://www.lmax.com/blog/special-report/fomc-decision-preview-4/ Wed, 10 Dec 2025 06:57:31 +0000 https://www.lmax.com/blog/?post_type=special-report&p=61915

FOMC decision preview

As markets head into today’s FOMC decision, the consensus expectation is for the Federal Reserve to deliver a 25bp rate cut, an outcome that is largely priced in. As a result, the policy move itself is unlikely to drive sustained market reaction unless accompanied by a meaningful shift in messaging.

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]]> https://www.lmax.com/blog/special-report/bitcoin-a-case-of-confidence-and-patience/ Thu, 13 Nov 2025 07:39:25 +0000 https://www.lmax.com/blog/?post_type=special-report&p=61774

Bitcoin: A case of confidence and patience

As we continue to emphasize, any bouts of weakness in the crypto market still look very much like pullbacks within a broader and highly constructive medium and longer term uptrend.

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]]> https://www.lmax.com/blog/special-report/fomc-decision-preview-3/ Wed, 29 Oct 2025 06:59:25 +0000 https://www.lmax.com/blog/?post_type=special-report&p=61689

FOMC decision preview

Attention now turns to the upcoming FOMC decision, where markets have already priced in a rate cut for October and anticipate another move before year-end.

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]]> https://www.lmax.com/blog/special-report/golds-glitter-may-be-too-bright/ Thu, 09 Oct 2025 05:30:48 +0000 https://www.lmax.com/blog/?post_type=special-report&p=61596

Gold’s glitter may be too bright

Gold’s spectacular surge beyond the $4,000 mark underscores a growing investor preference for the metal over the dollar, bolstered by expectations of further U.S. rate cuts and a Trump administration inclined toward a weaker currency. That said, we believe the time has come to be on guard for a meaningful short-term reversal.

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]]> https://www.lmax.com/blog/special-report/why-the-yen-selling-may-have-overshot-realities/ Wed, 08 Oct 2025 06:20:53 +0000 https://www.lmax.com/blog/?post_type=special-report&p=61589

Why the yen selling may have overshot realities

The yen has been under intense pressure in recent days, first on the back of the japan election result and then exacerbated by broad-based dollar demand as risk-off flows dominated global markets. However, with USDJPY surging, positioning now looks stretched. After all, the broader dollar downtrend remains intact, and we think the market may have overdone the aggressiveness of its yen sell-off.

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]]> https://www.lmax.com/blog/special-report/ecb-decision-preview-and-euro-outlook/ Thu, 11 Sep 2025 07:34:42 +0000 https://www.lmax.com/blog/?post_type=special-report&p=61477

ECB decision preview and Euro outlook

The European Central Bank is widely expected to hold rates steady at today’s meeting, with markets already having priced in a long pause on the back of resilient euro-area growth and inflation near target.

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]]> https://www.lmax.com/blog/special-report/fomc-decision-preview-2/ Wed, 18 Jun 2025 06:47:08 +0000 https://www.lmax.com/blog/?post_type=special-report&p=61026

FOMC decision preview

The Federal Reserve is expected to keep rates steady at today’s meeting, constrained by tariff-driven inflation, geopolitical risks, and mixed economic data. The big focus will be on the dot plot and whether or not we see any hawkish tweaks.

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]]> https://www.lmax.com/blog/special-report/fomc-decision-preview/ Wed, 07 May 2025 10:02:23 +0000 https://www.lmax.com/blog/?post_type=special-report&p=60804

FOMC decision preview

Today’s FOMC meeting will draw plenty of attention, as persistent inflation, robust April payrolls, and a positive ISM Services report suggest the Fed will likely resist President Trump’s pressure and hold rates steady.

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