Stocks continue to bleed but gold and cryptos...

Send us a textEquities and cryptos on the back foot. US technology stock underperformance lingers. Dollar rally pauses; focus shifts to ECB and BoE meetings. Pound under pressure as political crisis deepens.Risk Warning: Our services involve a significant risk and can result in t ...  Afficher plus

Send us a textTech stocks tumble amid fears of AI disruption to software companies. Gold benefits from tech jitters, soars back above $5,000; Bitcoin hits new low. Yen remains pressured despite softer dollar, US data eyed as NFP delayed. Oil jumps after US shoots down Iranian dro ...  Afficher plus

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ...  Afficher plus

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 ...  Afficher plus

Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ...  Afficher plus

This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ...  Afficher plus