Oil swings between China disappointment, Midd...

AI headlines are back in focus, but this earnings season may be less about hype and more about scrutiny. Strong results from TSMC and a broad rally in semiconductor stocks reminded markets of AI’s growth potential, yet underlying risks remain. From complex financing structures at ...  Show more

US crude tumbles, silver plunges, and copper pulls back — all while the geopolitical heat from Iran cools slightly. But in tech, the cost story is just heating up. Nvidia’s H200 chips can now be sold to China, but a 25% fee collected when the chips pass through the US raises cost ...  Show more

All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ...  Show more

The major U.S. equity indexes were all up more than 1% late in Monday’s regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a strong start to earnings reporting season. According to Bloomberg, 38 of the 48 ...  Show more

Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? W ...

August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ...  Show more