Opinions

Robinhood launches political betting, but Jones says neither Trump nor Harris can solve the U.S. fiscal crisis—a threat bigger than the election itself.

Fed’s July minutes may be a non-event, with focus shifting to Powell’s Jackson Hole speech for key clues on upcoming rate decisions.

The Fed hints at a September rate cut as inflation cools, but rising unemployment complicates the path to achieving economic growth and job market stability.

As price pressures ease, a crucial question looms: Is inflation fading away, or just catching its breath? The CPI report holds the answer.

The recent pullback was caused by global market panic, while gold’s fundamentals stay strong.

Oil markets have a decent chance to rebound from the low end of the yearly trading range as Fed is about to start its rate cut cycle.

Global market rout linked to unwinding of yen carry trades. Tech stocks hit hard as Nasdaq drops 8%+ in August. Traders expect 120+ bps Fed rate cuts by year-end.

By maintaining rates now while hinting at future cuts, the Fed can demonstrate its commitment to price stability while preparing markets for a shift in policy.

Microsoft’s Q4 revenue forecast of $64.39B (15% growth) pairs with surging AI spending. The capital expenditure spike raises questions on short-term returns.

Alphabet’s AI and cloud strides in focus as Q2 revenue expected to rise 12.9% to $84.2B. Will these advancements reignite investor enthusiasm?

Silver’s recent pullback is driven by rising gold/silver ratio.

Gold is moving towards historic highs as traders prepare for the beginning of the rate cut cycle.

While tech continues to lead, this earnings season could mark a shift towards a broader, more balanced S&P 500 and Nasdaq rally.

Tesla’s future vision extends beyond cars, positioning itself at the forefront of multiple tech revolutions in AI, robotics, and energy storage.

Crude oil outlook turns bullish, driven by OPEC+ cuts, summer demand surge, and Middle East tensions. China’s recovery crucial for sustained rally.

First Solar’s growth potential is clear, but the stock remains vulnerable to political developments, especially the upcoming presidential election.

The S&P 500 and Nasdaq rally, driven by few stocks and factors like triple witching and rebalancing, sets the stage for a volatile period.

Fed officials signal rate cuts off the table until robust data confirms inflation control—likely delaying easing until year-end or beyond.

The political upheaval in France is poised to significantly impact Forex volatility, particularly for the EUR/USD pair.

The Fed is expected to prioritize inflation control over immediate rate cuts, with future adjustments based on upcoming economic data.