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The rose 9.3% ytd through July 2. Can it rise another 10.2% over the rest of this year to achieve our S&P 500 target of 8250? We still think so....

Interestingly, despite the IPO excitement surrounding SK Hynix, shares fell 10% on Tuesday after announcing a 19-fold earnings increase. This was the third straight quarter of record earnings for Samsung. So...

Memory-related stocks like (SNDK) and (STX) improved this week, which demonstrates that every dip is a buying opportunity in fundamentally superior stocks.  The other reason that memory stocks have firmed...

Rising US-Iran tensions pushed oil higher, reviving inflation concerns and weakening market sentiment. US dollar strength continues to press EUR/USD as geopolitical risks overshadow economic data. Markets await Fed minutes,...

On Wednesday, speaking at a NATO summit in Turkey, Trump accused Tehran of double-dealing and cast doubt on the status of the agreement."We make a deal, and everyone’s agreed. No...

continues recovering as markets balance renewed shipping disruptions against broader demand expectations ahead of the release of the . Treasury yields, positioning and expectations surrounding future policy remain important macro...

The escalation of the conflict in the Middle East has allowed oil prices to recover. The US dollar has gained favour as a safe-haven asset. The US dollar quickly regained...

Analysis of across multiple timeframes indicates that recent price movements reflect the renewed escalation between the U.S. and Iran. This escalation follows Iranian strikes on U.S. military sites in Bahrain...

The El Niño currently underway has the potential to become the “super” variety, with major adverse consequences for food production around the world and especially in Asia. Before we provide...

Over the first half of 2026, markets faced some expected — and unexpected — tailwinds and headwinds, ranging from geopolitical developments, blockbuster corporate earnings, increasing artificial intelligence (AI) scrutiny, resilient...