When Good News Turns Sour  Welcome to this week’s edition of The Market Pulse, where we untangle intriguing trends in the markets now. What happens when positive economic surprises trigger market turbulence instead of optimism? This week, the spotlight is on the paradoxical market reaction to stronger-than-expected US jobs data....
The Return of the Commodities Supercycle Welcome to the second full week of 2026, and if you thought the markets were going to ease into the new year with a gentle stretch and a yawn, you were sorely mistaken. We are seeing a mix of old-school geopolitical tension and new-age...
In a surprise move that shocked global markets, Chile, which has about 40% of the world’s known lithium reserves, announced it was proposing a plan to nationaliize production of the rare earth metal - a key component in EV battery production. Almost immediately, lithium mining stocks nose-dived. Albemarle Corp (ABM)...
In just five short years, Huawei orchestrated one of the most rapid global expansions the world has ever seen. And without various US sanctions and pressure on other countries to shut it out, Huawei’s success would have been nearly limitless. Still, even in this intense atmosphere of a cold war...
Markets Brace for Trump 2.0: Policy Moves and Uncertainty Ahead Welcome to this week’s edition of The Market Pulse, with Donald Trump officially stepping into his second term as President of the United States, the global markets are watching closely. From proposed tariffs on Mexico and China to deregulation plans...
AI Billions and the Boldness Wall Street Demands As the giants of Big Tech prepare to reveal their quarterly earnings this week, one undeniable fact looms large: despite a staggering $300 billion investment in artificial intelligence, Wall Street remains restless and unfulfilled. Giants like Microsoft, Meta, Amazon, and Apple are...
A Stagflation Storm? As we dive into August, the market's pulse is quickening with anticipation. The latest inflation data is set to be released, and all eyes are on the Consumer Price Index (CPI) report for July. Expectations are mixed, with some predicting a modest uptick while others warn of...
It seems even an inverted yield curve can't dampen the market's spirits! While some investors sulk in the corner (we're looking at you, Big Bears), others are dancing to the tune of opportunity. But who's really pulling the strings in this economic symphony? Is it the Fed? The elusive...
When Inflation Comes Knocking Again… After months of relatively calm waters in the investment seas, investors had comfortably settled into the idea that interest-rate fluctuations were yesterday’s concern. But like an uninvited guest showing up late to a party, inflation fears have returned—prompting fresh unease across markets. With consumer inflation...
Gold had fallen out of favor for many investors since war broke out in Ukraine. Spot prices for gold ran as high as $2,066 in March 2022 before plummeting over 20% down to $1,630 in October of the same year. Many investors switched to other assets like cryptocurrencies in search of...