implicit
NDX
RUT
Oil
inferred
explicit
Bloomberg
5.5
Financial Media
Damian Sassower 7.0
Financial Media
Damian Sassower 7.0
1/26/2026 7:52:04 PM
dxy
the dollar Asia FX trade is back and focus... It's the Asian block and it's back and focus and it's very divergent.
Sassower explicitly describes Asian currencies (including yen and yuan) rolling over and driving focus, which implies relative dollar weakness against this bloc in the near term.
| 1/26/2026 4:46:43 AM | short term down | 6 days later | +1.44% | -1.44% |
| 1/20/2026 6:00:07 PM | short term down | 5 days later | -1.74% | +1.74% |
| 1/20/2026 5:25:20 AM | short term down | 5 days later | -1.74% | +1.74% |
| 1/14/2026 6:48:56 AM | medium term down | 20 days later | -1.71% | +1.71% |
| 1/12/2026 3:24:56 PM | short term down | 6 days later | +0.27% | -0.27% |
| 1/12/2026 2:06:59 PM | short term down | 6 days later | +0.27% | -0.27% |
| 12/23/2025 10:14:37 AM | medium term up | 20 days later | +1.17% | +1.17% |
| 12/11/2025 6:13:10 AM | short term cautious down | 5 days later | -0.03% | +0.02% |
| 12/4/2025 6:49:20 PM | short term cautious down | 5 days later | -0.20% | +0.10% |
| 12/1/2025 5:28:31 AM | medium term cautious down | 20 days later | -1.08% | +0.54% |
| 11/4/2025 12:00:38 PM | long term up | 61 days later | -1.93% | -1.93% |
| 10/17/2025 10:27:37 AM | short term down | 5 days later | +0.43% | -0.43% |
| 10/1/2025 10:52:02 AM | short term cautious down | 5 days later | +0.75% | -0.37% |
| 10/1/2025 8:12:58 AM | short term down | 5 days later | +0.75% | -0.75% |
| 10/1/2025 8:12:58 AM | medium term down | 20 days later | +1.07% | -1.07% |
| 9/30/2025 7:44:54 AM | short term cautious down | 5 days later | +0.41% | -0.20% |
| 9/25/2025 1:14:48 PM | short term up | 5 days later | -0.45% | -0.45% |
| 9/17/2025 10:11:21 AM | short term cautious down | 5 days later | -0.09% | +0.05% |
| 9/17/2025 8:33:28 AM | short term cautious down | 5 days later | -0.09% | +0.05% |
| 9/5/2025 10:16:54 AM | short term down | 7 days later | -0.15% | +0.15% |
| 8/26/2025 8:35:09 AM | short term down | 6 days later | +0.17% | -0.17% |
| 8/1/2025 2:29:07 PM | short term up | 7 days later | -0.26% | -0.26% |
| 8/1/2025 12:29:01 PM | short term up | 7 days later | -0.26% | -0.26% |
metals
The interview is framed around gold surging past $5,000. Sassower's analysis of Asian FX weakness and 'crowding out' concerns due to fiscal pressures provides a macroeconomic rationale for safe-haven flows into gold, supporting the ongoing upward move.
| 1/26/2026 2:05:23 PM | short term cautious down | 6 days later | -18.04% | +9.02% |
| 1/26/2026 10:56:46 AM | short term cautious down | 6 days later | -18.04% | +9.02% |
| 1/26/2026 10:10:52 AM | short term sharp up | 6 days later | -18.04% | -27.06% |
| 1/23/2026 10:16:13 AM | short term up | 7 days later | -16.21% | -16.21% |
| 1/21/2026 3:54:53 PM | short term sharp up | 5 days later | +9.15% | +13.73% |
| 1/19/2026 10:27:54 AM | short term sharp up | 6 days later | +9.93% | +14.89% |
| 1/15/2026 8:01:10 PM | short term up | 5 days later | +4.70% | +4.70% |
| 1/14/2026 9:49:21 AM | short term sharp up | 5 days later | +2.92% | +4.38% |
| 1/14/2026 6:48:56 AM | medium term up | 20 days later | +1.48% | +1.48% |
| 1/10/2026 2:50:05 AM | medium term cautious up | 21 days later | -2.27% | -1.14% |
| 12/24/2025 10:09:01 AM | short term sharp up | 5 days later | -7.53% | -11.30% |
| 12/24/2025 8:43:44 AM | short term up | 5 days later | -7.53% | -7.53% |
| 12/24/2025 7:08:10 AM | short term sharp up | 5 days later | -7.53% | -11.30% |
| 12/23/2025 7:24:06 AM | short term sharp up | 5 days later | -1.80% | -2.71% |
| 12/22/2025 11:02:38 PM | medium term cautious down | 20 days later | +7.73% | -3.87% |
| 12/22/2025 9:48:16 PM | short term up | 6 days later | -2.16% | -2.16% |
| 12/19/2025 9:48:49 PM | short term up | 7 days later | +0.39% | +0.39% |
| 12/1/2025 1:30:08 PM | medium term up | 20 days later | +10.54% | +10.54% |
| 11/24/2025 10:10:50 AM | long term up | 62 days later | +50.41% | +50.41% |
| 11/11/2025 3:01:41 PM | short term sharp up | 5 days later | -4.54% | -6.81% |
| 11/11/2025 2:03:07 PM | short term up | 5 days later | -4.54% | -4.54% |
| 11/11/2025 10:07:03 AM | short term sharp up | 5 days later | -4.54% | -6.81% |
| 11/10/2025 2:14:07 PM | short term up | 6 days later | -2.26% | -2.26% |
| 10/22/2025 11:01:29 PM | short term sharp down | 5 days later | -3.73% | +5.60% |
| 10/22/2025 10:20:48 AM | short term sharp down | 5 days later | -3.73% | +5.60% |
| 10/21/2025 9:16:26 PM | short term cautious down | 5 days later | -3.09% | +1.55% |
| 10/20/2025 6:00:17 PM | short term up | 6 days later | -2.71% | -2.71% |
| 10/8/2025 9:39:08 PM | short term cautious down | 5 days later | +4.31% | -2.16% |
| 10/8/2025 1:58:52 PM | short term sharp up | 5 days later | +4.31% | +6.47% |
| 10/7/2025 5:54:39 AM | short term sharp up | 5 days later | +2.72% | +4.07% |
| 10/2/2025 12:01:12 PM | short term up | 5 days later | +4.07% | +4.07% |
| 10/1/2025 10:25:13 PM | short term sharp up | 5 days later | +3.05% | +4.58% |
| 10/1/2025 3:37:28 PM | short term up | 5 days later | +3.05% | +3.05% |
| 10/1/2025 8:12:58 AM | short term sharp up | 5 days later | +3.05% | +4.58% |
| 9/29/2025 10:23:48 AM | medium term sharp up | 20 days later | +13.19% | +19.78% |
| 9/24/2025 12:53:15 PM | short term sharp up | 5 days later | +2.86% | +4.29% |
| 9/19/2025 10:47:12 AM | short term up | 7 days later | +3.81% | +3.81% |
| 9/8/2025 11:19:17 PM | short term sharp up | 6 days later | +2.35% | +3.53% |
| 9/5/2025 10:16:54 AM | short term up | 7 days later | +1.91% | +1.91% |
| 9/2/2025 8:43:37 AM | short term sharp up | 5 days later | +1.32% | +1.98% |
| 8/18/2025 11:31:36 PM | medium term sharp up | 20 days later | +9.56% | +14.34% |
| 8/18/2025 11:10:24 PM | short term down | 6 days later | +1.94% | -1.94% |
| 8/14/2025 11:46:57 PM | short term down | 5 days later | +0.09% | -0.09% |
| 8/11/2025 9:25:03 PM | short term up | 6 days later | -0.16% | -0.16% |
| 8/11/2025 10:07:32 AM | short term cautious down | 6 days later | -0.16% | +0.08% |
| 8/8/2025 8:23:48 PM | short term sharp up | 7 days later | -0.25% | -0.38% |
yields
Sassower's core thesis is about 'fiscal pressures' and rising 'treasury issuance' in major economies (US, Japan, Germany, China) in H1, which is a fundamental driver for higher bond yields.
| 1/21/2026 3:54:53 PM | long term up | 60 days later | +2.00% | +2.00% |
| 1/20/2026 6:00:07 PM | short term up | 5 days later | -0.94% | -0.94% |
| 1/20/2026 3:56:13 PM | medium term sharp up | 20 days later | -2.49% | -3.74% |
| 1/20/2026 5:25:20 AM | short term sharp up | 5 days later | -0.94% | -1.41% |
| 1/8/2026 11:18:05 PM | medium term cautious down | 20 days later | +1.34% | -0.67% |
| 12/24/2025 2:57:09 PM | medium term cautious up | 20 days later | +0.58% | +0.29% |
| 12/23/2025 7:24:06 AM | medium term up | 20 days later | +0.85% | +0.85% |
| 12/22/2025 2:42:18 PM | medium term up | 20 days later | +0.43% | +0.43% |
| 12/19/2025 10:45:28 AM | medium term up | 21 days later | +0.43% | +0.43% |
| 12/19/2025 8:37:44 AM | medium term up | 21 days later | +0.43% | +0.43% |
| 12/18/2025 11:18:27 PM | short term down | 5 days later | -0.36% | +0.36% |
| 12/18/2025 9:42:38 PM | medium term down | 20 days later | +0.77% | -0.77% |
| 12/18/2025 1:08:16 PM | medium term up | 20 days later | +0.77% | +0.77% |
| 12/18/2025 8:02:41 AM | medium term down | 20 days later | +0.77% | -0.77% |
| 12/17/2025 7:04:39 AM | medium term cautious up | 20 days later | +0.53% | +0.27% |
| 12/16/2025 11:40:23 PM | short term down | 5 days later | +0.43% | -0.43% |
| 12/11/2025 10:26:28 AM | short term down | 5 days later | -1.03% | +1.03% |
| 12/11/2025 10:09:14 AM | short term up | 5 days later | -1.03% | -1.03% |
| 12/9/2025 10:56:25 PM | short term up | 5 days later | +0.43% | +0.43% |
| 12/9/2025 10:44:30 AM | short term sharp up | 5 days later | +0.43% | +0.65% |
| 12/9/2025 6:08:48 AM | medium term sharp up | 20 days later | -0.82% | -1.22% |
| 12/8/2025 7:49:51 AM | medium term cautious up | 20 days later | -1.67% | -0.84% |
| 12/4/2025 5:57:16 AM | short term down | 5 days later | +0.60% | -0.60% |
| 12/1/2025 5:28:31 AM | short term cautious down | 6 days later | +2.10% | -1.05% |
| 11/28/2025 12:53:14 PM | short term cautious up | 7 days later | +1.86% | +0.93% |
| 11/25/2025 8:46:35 PM | short term down | 5 days later | +2.45% | -2.45% |
| 11/25/2025 8:46:35 PM | medium term down | 20 days later | +3.78% | -3.78% |
| 11/18/2025 10:02:58 AM | short term down | 5 days later | -2.30% | +2.30% |
| 11/13/2025 1:46:53 PM | medium term cautious down | 20 days later | -0.96% | +0.48% |
| 11/12/2025 2:18:30 PM | short term cautious down | 5 days later | +0.27% | -0.13% |
| 11/12/2025 10:01:21 AM | short term sharp down | 5 days later | +0.27% | -0.40% |
| 11/12/2025 7:56:58 AM | short term sharp down | 5 days later | +0.27% | -0.40% |
| 11/11/2025 3:01:41 PM | short term cautious down | 5 days later | +1.67% | -0.84% |
| 11/6/2025 11:18:53 PM | short term down | 5 days later | -0.68% | +0.68% |
| 11/6/2025 2:13:19 PM | short term down | 5 days later | -0.68% | +0.68% |
| 11/4/2025 12:00:38 PM | short term cautious up | 5 days later | -1.13% | -0.57% |
| 10/21/2025 10:46:09 AM | medium term up | 20 days later | +4.22% | +4.22% |
| 10/8/2025 9:34:41 PM | short term cautious down | 5 days later | -3.04% | +1.52% |
| 10/2/2025 3:40:39 PM | short term cautious down | 5 days later | +0.24% | -0.12% |
| 10/2/2025 12:44:17 AM | short term down | 5 days later | +0.24% | -0.24% |
| 10/1/2025 10:52:02 AM | short term cautious down | 5 days later | +0.95% | -0.48% |
| 9/30/2025 7:44:54 AM | short term down | 5 days later | +1.36% | -1.36% |
| 9/26/2025 7:55:36 AM | short term cautious up | 7 days later | +0.51% | +0.25% |
| 9/26/2025 1:25:54 AM | short term cautious up | 7 days later | +0.51% | +0.25% |
| 9/19/2025 10:47:12 AM | short term up | 7 days later | -0.05% | -0.05% |
| 9/17/2025 10:11:21 AM | short term cautious down | 5 days later | +0.39% | -0.19% |
| 9/12/2025 7:15:05 AM | short term down | 7 days later | +2.70% | -2.70% |
| 9/11/2025 8:51:28 PM | short term cautious down | 5 days later | +0.37% | -0.18% |
| 9/10/2025 8:24:03 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 9/5/2025 10:16:54 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 8:47:44 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 8:47:44 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 7:27:44 AM | short term cautious down | 7 days later | -0.30% | +0.15% |
| 9/3/2025 7:42:12 PM | medium term sharp up | 20 days later | -0.69% | -1.04% |
| 8/29/2025 8:13:51 AM | medium term cautious down | 20 days later | -3.13% | +1.57% |
| 8/29/2025 8:13:51 AM | medium term sharp up | 20 days later | -3.13% | -4.70% |
| 8/28/2025 1:17:57 PM | short term cautious up | 5 days later | -0.38% | -0.19% |
| 8/28/2025 7:11:09 AM | medium term sharp up | 20 days later | -2.91% | -4.36% |
| 8/27/2025 10:15:27 AM | short term cautious up | 5 days later | +1.66% | +0.83% |
| 8/27/2025 6:53:39 AM | medium term cautious up | 20 days later | -3.11% | -1.56% |
| 8/27/2025 6:53:39 AM | medium term cautious up | 20 days later | -3.11% | -1.56% |
| 8/27/2025 2:10:17 AM | short term cautious down | 5 days later | +1.66% | -0.83% |
| 8/26/2025 7:44:57 AM | short term cautious down | 6 days later | +0.92% | -0.46% |
| 8/25/2025 12:19:20 PM | short term down | 7 days later | +0.45% | -0.45% |
| 8/20/2025 11:22:19 PM | short term cautious down | 5 days later | -1.66% | +0.83% |
| 8/20/2025 6:36:06 AM | short term cautious down | 5 days later | -1.66% | +0.83% |
| 8/19/2025 7:37:21 AM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/19/2025 7:37:21 AM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/19/2025 7:37:21 AM | medium term cautious down | 20 days later | -5.17% | +2.58% |
| 8/15/2025 10:20:21 AM | short term cautious up | 7 days later | -1.52% | -0.76% |
| 8/7/2025 6:34:17 PM | long term sharp up | 60 days later | -3.69% | -5.53% |
| 8/5/2025 10:44:07 AM | short term cautious down | 5 days later | +1.26% | -0.63% |
| 8/4/2025 10:45:50 AM | short term sharp down | 6 days later | +1.84% | -2.75% |
| 7/22/2025 6:22:47 PM | short term cautious down | 5 days later | +0.73% | -0.36% |
