Inflation Heat Meets Gold’s Glow

Author

FX Rocket Profits
January 29, 2026

In partnership with

Inflation, Safe Havens & Market Flows

This issue captures the interplay of macro data, commodities, and crypto sentiment. Australia’s hotter‑than‑expected December inflation briefly lifted the AUD, reminding us how sensitive currencies are to economic prints. Meanwhile, gold continues to rally while Bitcoin falls — a classic divergence between traditional safe havens and speculative assets. The daily recap ties these threads together, showing how traders balance inflation risks, commodity strength, and shifting sentiment. The lesson? Markets are constantly weighing data surprises against broader risk psychology.

⚡Daily Forex Market Recap – Jan 27, 2026

  • Overview: A snapshot of the day’s key moves across currencies and commodities.

  • Insight: Risk sentiment and macro drivers shaped flows across FX and metals.

🔥Australia Inflation Hotter in December – AUD Briefly Higher

  • Focus: CPI data came in stronger than expected, sparking a short‑lived AUD rally.

  • Lesson: Inflation prints remain critical for central bank expectations and currency moves.

📊Explainer: Why Gold Rallies and Bitcoin Falls

  • Spotlight: Gold benefits from safe‑haven demand, while Bitcoin struggles under risk‑off sentiment.

  • Strategic Insight: Divergence highlights how traditional and digital assets react differently to uncertainty.

  • Macro Data: How Australia’s inflation print shaped AUD sentiment.

  • Safe Haven Dynamics: Why gold thrives when uncertainty rises.

  • Crypto Contrast: Why Bitcoin falters in risk‑off environments compared to traditional assets.

Together, these reads show how economic data, commodities, and crypto weave into the daily trading narrative — a reminder that successful traders connect the dots across markets.

Happy Trading!

Will Your Retirement Income Last?

A successful retirement can depend on having a clear plan. Fisher Investments’ The Definitive Guide to Retirement Income can help you calculate your future costs and structure your portfolio to meet your needs. Get the insights you need to help build a durable income strategy for the long term.

Dalio: “Stocks Only Look Strong in Dollar Terms.” Here’s a Globally Priced Alternative for Diversification.

Ray Dalio recently reported that much of the S&P 500’s 2025 gains came not from real growth, but from the dollar quietly losing value. Reportedly down 10% last year!

He’s not alone. Several BlackRock, Fidelity, and Bloomberg analysts say to expect further dollar decline in 2026.

So, even when your U.S. assets look “up,” your purchasing power may actually be down.

Which is why many investors are adding globally priced, scarce assets to their portfolios—like art.

Art is traded on a global stage, making it largely resistant to currency swings.

Now, Masterworks is opening access to invest in artworks featuring legends like Banksy, Basquiat, and Picasso as a low-correlation asset class with attractive appreciation historically (1995-2025).*

Masterworks’ 26 sales have yielded annualized net returns like 14.6%, 17.6%, and 17.8%.

They handle the sourcing, storage, and sale. You just click to invest.

Special offer for my subscribers:

*Based on Masterworks data. Investing involves risk. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.

The Free Newsletter Fintech and Finance Execs Actually Read

If you work in fintech or finance, you already have too many tabs open and not enough time.

Fintech Takes is the free newsletter senior leaders actually read. Each week, I break down the trends, deals, and regulatory moves shaping the industry — and explain why they matter — in plain English.

No filler, no PR spin, and no “insights” you already saw on LinkedIn eight times this week. Just clear analysis and the occasional bad joke to make it go down easier.

Get context you can actually use. Subscribe free and see what’s coming before everyone else.