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Slowing Data, Rising Geopolitical RiskThe week ahead blends two powerful forces: moderating economic momentum and increasing geopolitical tension. While US and Eurozone data suggest steady but unspectacular growth, rising friction...

is holding firm, but a deeper wobble in risk assets could alter the tone fast. Haven flows lifting silver Not a pure defensive asset like gold Broader risk weakness would...

and are higher as traders confront a fat left tail that is easy to describe but hard to price. A quick normalisation keeps the fade narrative alive. Sustained disruption changes...

Friday’s session delivered a brutal end to what had already been a painful month for risk assets. A wholesale price report that nobody wanted to see, combined with mounting fears...

.com, Inc. has announced a landmark $50 billion investment in OpenAI as part of the AI company’s record-breaking $110 billion funding round, the largest private financing in history. The deal,...

The view is and has been disinflation first, then a return of the inflationary macro. Sometimes I feel as though I write the same article over and over. But that...

The has fallen below 4%, and mortgage rates are below 6%, which is the lowest rate since 2022. There is a flight to quality underway as nervous investors flee stocks due...

U.S./Israel-Iran tensions, U.S. jobs report, Broadcom earnings will be in focus in the week ahead. Costco is poised for a potential breakout with its earnings report on Thursday. Broadcom faces...

NASDAQ (and technology stocks in general), are like a finely tuned sports car. They can run circles around your grandmother’s Oldsmobile (the Dow), but they tend to break down often,...

Inflation measurement sits at the centre of modern macroeconomics. Interest rates, asset prices, fiscal planning, and central-bank credibility ultimately depend on the trajectory of price pressures. Yet the primary reference...