Opinion
-

The era of high interest rates will be back for good—and what does that mean for stocks
The interest rate market has undergone a quiet but dramatic transformation in recent weeks. Just a month ago, investors were…
Read More » -

Chart of the Day: Gold at five-week lows – what stands behind the decline?
Gold continues its September sell-off. An ounce is currently trading below $4,270, representing its lowest level in five weeks. The…
Read More » -

Michael Burry Rebalances His Portfolio: Capitulation or Smarter Risk Management?
Today Markets Analysis: Michael Burry has once again adjusted his portfolio, reigniting debate over whether the investor is backing away…
Read More » -

Trade of the Day: USDIDX
Facts A Federal Reserve interest rate hike at the September Fed meeting is almost fully priced into futures contracts (approx.…
Read More » -

Chart of the Day: AI to Slow Down? US100 Drops 1.7% as Investors Reassess the AI Trade
US100 falls 1.7% at the start of the week as investors reassess AI valuations, massive technology spending and the sustainability…
Read More » -

The Week Ahead: Central Banks, Oil Shock and a Market Facing Three Major Tests
Markets enter one of the most important weeks of September The week ahead brings an unusually concentrated combination of monetary…
Read More » -

When Financial Journalism Starts Telling Readers What to Think
Today Markets Analysis: Financial journalism has one fundamental responsibility: to give readers the facts, the numbers and the economic relationships…
Read More » -

Europe’s Labour Paradox: More Workers, or More Productive Workers?
Today Markets Analysis: Europe has spent years treating demographic decline as fundamentally a shortage of people. But the economic problem…
Read More » -

Oracle Earnings: Strong Cloud Growth, but Cash Flow and Debt Concerns Remain
Today Markets Analysis: Oracle delivered a stronger-than-expected earnings report after the close of the US session on September 10, with…
Read More » -

Three Markets to Watch Next Week: USD/JPY, Gold and Nasdaq 100 Face Major Central-Bank Test
Today Markets Analysis: The past week leaves financial markets facing a potentially significant increase in volatility as investors prepare for…
Read More »









