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Gold at all-time highs. Brent up 5% in five days. And a calendar that's actually packed — Bailey testifies, Trump gives the State of the Union, and the Fed Chair question finally has an answer. In this video: Why gold and rates are telling different stories right now The energy move and what it means for floating rate exposure Europe's quiet rotation — and why most people are missing it GBP, EUR and JPY — the key FX channels this week Crypto as a risk appetite signal The full week ahead calendar — Tuesday's BoE testimony, Wednesday's SOTU, German IFO, Thursday's by-election, Friday's CPI flash Kevin Warsh as next Fed Chair — and why it's the slow burn story of the year Dhesi Market Memo is a weekly markets briefing for capital markets professionals, rates and FX desks, and anyone who wants to cut through the noise. Market commentary only. Not investment advice.