Opinion
-

Politics in Brazil more important than high rates. Why is the BRL weakening and what does it mean for commodities?
Anatomy of the BRL weakness: Politics eats into carry trade Although the Brazilian real offers an exceptionally attractive real interest…
Read More » -

Commodity wrap – Oil, Gold, Natgas, Emiss
Oil: Crude oil, after declines at the beginning of last week, returned to strong gains in the face of huge…
Read More » -

Trade of The Day: AUS/USD
Facts AUDUSD has been holding above the 10-day exponential moving average (EMA10; yellow) for seven consecutive sessions. Michele Bullock, Governor…
Read More » -

Intel Raises the Stakes: $20 Billion for a Major Comeback
Just yesterday, we analyzed Intel’s decision to issue approximately $15 billion worth of new shares. At the time, the key…
Read More » -

Chart of the Day: USDJPY Rises Again. Intervention Is Not Enough — Markets Await BoJ Action
USDJPY is once again moving higher, while the yen is beginning to give back some of the gains it made…
Read More » -

FX Weekly: Yen Returns to Losses, Dollar Under Pressure
Following a record intervention by the Japanese Ministry of Finance and the US Department of the Treasury, the yen strengthened…
Read More » -

Berkshire earnings: What do the reports say about the market’s direction?
Warren Buffett’s legendary fund, now without Warren Buffett, published its Q2 2026 results on Saturday, August 8. Expectations for the…
Read More » -

Trade of The Day – OIL
Facts: The price has moved back above the EMA200 level. The EMA100 remains above the EMA200. RSI (14) is 52.4.…
Read More » -

Intel’s $15 Billion Funding Gap: A Financial Warning Sign or an Investment in Growth?
$15 billion. That is how much Intel plans to raise through a new share offering. For any company, that would…
Read More » -

The Week Ahead – Three Events to Watch
Key takeaways US inflation takes centre stage: July CPI could significantly influence expectations for a September Fed rate hike, particularly…
Read More »








