Markets
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The S&P500 is Bouncing Back. Let’s Explore The Fundamentals
The current S&P 500 is an index heavily weighted towards technology, with a marked reset in valuations relative to the…
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European Stocks Rise to Records
European stocks rose to record highs on Monday as lower energy prices drove benchmark borrowing costs to drop. The Euro…
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Geopolitical – Pride vs. Peace. Facts vs. Fiction
Donald Trump has once again announced negotiations with Iran and an almost inevitable “deal.” The oil market reacted very sharply…
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SpaceX Preview – It’s Time to See How Much of Its Valuation Is Based on Business and How Much on Promise
SpaceX’s stock market debut was one of the most anticipated events in the market, but the first few weeks of…
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Currency Talk – What’s Next for the Dollar After the Fed Meeting
Key takeaways The dollar has come bottom of the G10 currency rankings for the past week. The market does not…
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Eurozone PMIs: German Factory Revival Masks Underlying Stagnation 🇪🇺
The flash Eurozone Manufacturing PMI came in slightly below expectations (51.9 vs 52 forecast; previous: 51.4; revised: 52), nevertheless remaining…
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Baltic Dry Index Extends Gains to Over 2-Week High
The Baltic dry index surged 4.1% to 2,843 on Monday, its highest level since July 15. The capesize index, which…
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Wheat Falls to 3-Week Low
Wheat prices fell to around $6.40 per bushel, the lowest in three weeks, after Russia announced measures to strengthen the…
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Treasury Yields Fall
The yield on the US 10-year Treasury note fell to 4.67% on Monday, supported by lower oil prices and easing…
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Wall Street rebounds as Q2 earnings season significantly exceeds investors expectations
The Q2 2026 earnings season is significantly outperforming Wall Street expectations, highlighting the exceptional strength of U.S. corporations. Most companies…
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