Opinions
- James Hyerczyk
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?
- Vladimir Zernov
Silver’s recent pullback is driven by rising gold/silver ratio.
- Vladimir Zernov
Gold is moving towards historic highs as traders prepare for the beginning of the rate cut cycle.
- James Hyerczyk
While tech continues to lead, this earnings season could mark a shift towards a broader, more balanced S&P 500 and Nasdaq rally.
- James Hyerczyk
Tesla’s future vision extends beyond cars, positioning itself at the forefront of multiple tech revolutions in AI, robotics, and energy storage.
- James Hyerczyk
Crude oil outlook turns bullish, driven by OPEC+ cuts, summer demand surge, and Middle East tensions. China’s recovery crucial for sustained rally.
- James Hyerczyk
First Solar’s growth potential is clear, but the stock remains vulnerable to political developments, especially the upcoming presidential election.
- James Hyerczyk
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.
- James Hyerczyk
Fed officials signal rate cuts off the table until robust data confirms inflation control—likely delaying easing until year-end or beyond.
- James Hyerczyk
The political upheaval in France is poised to significantly impact Forex volatility, particularly for the EUR/USD pair.
- James Hyerczyk
The Fed is expected to prioritize inflation control over immediate rate cuts, with future adjustments based on upcoming economic data.
- James Hyerczyk
The IEA forecasts a bearish long-term outlook for crude oil with peaking demand, significant supply surplus, and a shift to renewable energy sources.
- James Hyerczyk
The PBOC’s pause in gold purchases and global trends suggest a significant shift by China into Bitcoin and cryptocurrencies may be on the horizon.
- Vladimir Zernov
Just one rate cut is expected by the markets in 2024, so the price of gold may pull back towards the $2200 level.
- James Hyerczyk
As RBI optimizes asset management, repatriating gold will play a crucial role in maintaining India’s economic stability and financial resilience.
- Vladimir Zernov
The potential scenario for new highs implies gold at $2450 and gold/silver ratio at 70.
- James Hyerczyk
Traders should brace for significant price swings, reflecting the high stakes surrounding Nvidia’s performance and its impact on the AI industry.
- James Hyerczyk
Microsoft’s AI PCs with Qualcomm chips aim to counter Apple. Analysts forecast bullish growth, with 14% of Windows PCs Arm-based by 2026.
- Vladimir Zernov
Strong demand from China and Fed rate cut expectations may push gold to new highs.
- James Hyerczyk
Fed likely to maintain high rates amid persistent inflation to stabilize the economy.