The tech giants are throwing a party, and Wall Street is the hottest club in town! Forget the Federal Reserve, it's Apple, Nvidia, and Microsoft leading the dance floor. Artificial Intelligence is the DJ, spinning the latest beats that have investors grooving to record highs.
In this issue of The...
As we dive into this week’s edition of The Market Pulse, the focus is squarely on the shifting dynamics of the market in response to Federal Reserve Chair Jerome Powell's recent Jackson Hole speech. After two years of anticipation, Powell signaled a potential pivot towards rate cuts—a move that...
When the Market Hopes, and the Fed Holds Back
Investors love a good narrative, and this week’s features Jerome Powell as the reluctant protagonist in a drama driven by market optimism and presidential pressure. With the Federal Open Market Committee meeting on May 6–7, many are hoping for fireworks, but...
The Pulse of Caution
The general feeling in the markets has certainly shifted. The broad optimism that defined the rally since April seems to be evaporating, replaced by a more hesitant and selective investor stance. That "buy everything" attitude is now facing significant headwinds, and last week's sharp downturn in...
When the Numbers Don’t Add Up
This week’s investing puzzle just got more complicated, and it’s not just inflation, jobs, or rates. It’s whether the data we’re using to make decisions is even reliable in the first place.
That’s right. U.S. economic data, long considered the gold standard, is now under...
When Containment Breaks
Markets don’t just react to headlines anymore. They calculate probabilities. But every now and then, something happens that breaks the model. This weekend, President Trump confirmed U.S. involvement in strikes on Iranian nuclear facilities, shifting the equation from “maybe” to a real-time recalibration of risk. Crude oil...
Markets, yields, and the election—Barclays has a bold prediction.
With the U.S. elections just days away, analysts at Barclays are projecting a scenario of relative market calm in the aftermath, expecting a mild rally that could drive both bond yields and stock prices higher. Despite concerns of potential unrest, the...
The Covid-19 pandemic triggered a financial and economic meltdown of epic proportions, rivaled only by the Great Depression, resulting in the fastest bear market in history.
While the energy industry is being forced to completely reinvent itself, with renewables coming out on top and diversification the new name of the game,...
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...
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...
