Despite sharp volatility and pullbacks from historic highs, gold’s secular bull market remains firmly entrenched, according to Crescat Capital. The firm projects that expanding global money supply and unsustainable sovereign debt burdens will ultimately...
A hawkish shift in Federal Reserve policy guidance under Chair Kevin Warsh has interrupted gold's upward momentum. Bart Melek, Head of Commodity Strategy at TD Securities, noted that this stance is poised to create significant near-term headwinds for bullion....
Renewed Middle East tensions lifted oil prices and revived inflation concerns, sending U.S. equities, Treasuries and the dollar lower. Risk appetite remained guarded as higher yields, oil-price volatility and geopolitical risks kept investors defensive. Daily...
U.S. stock index futures edged lower on Monday as escalating military strikes between the U.S. and Iran drove crude oil higher, compounding risk-off sentiment alongside rising rate hike expectations following Fed Chair Kevin Warsh's Jackson Hole address. Europ...
Investors have largely brushed aside geopolitical tensions and mid-year tech pullbacks to push U.S. equities toward fresh highs. However, Bank of America warns that market conditions could shift sharply this autumn. According to a strategy team led by Michael...
U.S. equities fell on Friday as Kevin Warsh’s hawkish Jackson Hole remarks lifted expectations for a future rate hike. The repricing pushed investors toward a more defensive stance, while policy uncertainty, higher yields and uneven risk appetite kept vo...
U.S. stock index futures traded in tight ranges on Friday, August 28, with market participants adopting a cautious stance ahead of Federal Reserve Chair Kevin Warsh's keynote address. Dow Jones futures edged up 0.22%, S&P 500 futures added 0.11%, and Nasda...
A fresh leg of the secular bull market may be underway for AI chipmaker Nvidia (NVDA). Raymond James analyst Simon Leopold lifted his price target on the stock from $352 to a Street-high $550 on Thursday, implying roughly 140% upside from current levels. At th...
U.S. equities rallied on Thursday after NVIDIA’s powerful guidance reinforced confidence in durable AI-computing demand. The technology-led advance was broad but uneven, while elevated rates, geopolitics and trade frictions remained headwinds; attention...
U.S. equity futures traded mixed on Thursday. Dow contracts slipped modestly, while Nasdaq 100 futures rallied nearly 1% following blockbuster earnings from Nvidia. Major European bourses traded mostly lower. Nvidia topped Wall Street estimates across all majo...
Recent pullbacks in gold appear to have done little to damage its secular investment thesis. With sovereign debt sustainability anxieties re-emerging across global markets, one strategist sees bullion testing $5,000 per ounce by year-end. Aakash Doshi, Head of...
U.S. equities edged lower on Wednesday as slightly firmer-than-expected PCE inflation reinforced policy uncertainty. Nvidia’s results materially exceeded consensus estimates, confirming robust AI demand, but the initially muted after-hours response showe...
U.S. stock index futures traded mixed on Wednesday, with Dow futures edging higher while S&P 500 and Nasdaq 100 contracts retreated. Major European bourses traded mostly higher. Pre-market macroeconomic data showed the U.S. headline PCE price index rose 3....
Nvidia (NVDA) is scheduled to release its second-quarter earnings for fiscal 2027 after the market close on Wednesday, August 26, followed by its earnings conference call. Investors are closely tracking Blackwell shipment numbers and forward revenue guidance f...
As multiple systemic vulnerabilities intersect across agricultural supply chains, major Wall Street institutions are issuing back-to-back warnings that a protracted and far-reaching global food crisis is rapidly taking shape. Following warnings from JPMorgan C...
U.S. equities advanced across the board on Tuesday as technology stocks rebounded and easing oil prices and Treasury yields supported risk appetite. Investors remain cautious ahead of Nvidia’s earnings, the PCE inflation report and Kevin Warsh’s Ja...
U.S. stock index futures advanced broadly on Tuesday, with Nasdaq 100 futures rising nearly 1% as Treasury yields declined for a second consecutive session. Major European equity benchmarks traded mostly higher. The 10-year U.S. Treasury yield fell more than 3...
A softening U.S. dollar—pressured by what markets perceive as quasi-quantitative easing from the U.S. Treasury—propelled Bitcoin past the $80,000 mark on Tuesday, setting a fresh high in over three months. Bitcoin traded steadily above $80,500, lif...
As the U.S. Q2 corporate reporting season winds down, semiconductor capital expenditures have broadly outpaced Wall Street consensus, while major equipment manufacturers have delivered increasingly bullish forward guidance. Spurred by these twin tailwinds, Gol...
U.S. equities closed mixed on Monday as investors weighed Washington’s intensified economic pressure on Iran, rising trade-policy risk and a renewed reassessment of AI-related valuation and political risks. With Nvidia earnings, Kevin Warsh’s Jacks...
