Opinions
- James Hyerczyk
Dovish Fed policy, positive earnings forecasts, and historical patterns bolster optimism for sustained U.S. stock market gains.
- Vladimir Zernov
Oil markets are moving towards yearly lows as China’s economic rebound misses analyst expectations.
- James Hyerczyk
Federal Reserve set to temporarily halt rate hikes as it evaluates economic impact.
- Vladimir Zernov
This summer, the Fed will likely make its last rate hike, which may trigger another rally in the gold markets.
- Vladimir Zernov
Traders may “sell the news” and focus on the potential rate hike at the next Fed meeting.
- James Hyerczyk
Tentative US debt ceiling deal sparks market concern over liquidity as financial markets eagerly await details and implications.
- James Hyerczyk
Intel’s struggles raise concerns about competitiveness in AI space, while GPU manufacturers like Nvidia and Marvell reap rewards amid stock declines.
- James Hyerczyk
With the fragile state of the economy and historical context of past standoffs, policymakers must act urgently to protect the nation from a potential recession.
- James Hyerczyk
US debt default risks recession, job losses, and global impact; Treasury Secretary warns of delays, credit downgrade; experts estimate fallout.
- Vladimir Zernov
Silver remains below its all-time high while gold is trading near its record levels. If the gold/silver ratio drops below 78, it could give silver a sustainable bullish trend and potentially push it towards multi-year highs.
- James Hyerczyk
The Fed says US banks are in good shape, but high commercial real estate valuations could lead to sizable correction if telework trend continues.
- Vladimir Zernov
Most likely, the Fed has stopped raising rates, while the ECB is not done with rate hikes.
- James Hyerczyk
The Federal Reserve’s frequent interest rate hikes, expected to peak at 5-5.25%, are accompanied by challenges posed by the recent banking crisis.
- Phil Carr
Recently released Minutes from the Fed’s March Monetary Policy Meeting – revealed that several members of the Federal Open Market Committee finally admit that the economy is heading for recession later this year.
- Phil Carr
There is no denying that the current macroeconomic backdrop is fuelling a “perfect storm” for Commodities positioning the entire sector on track for its biggest year since 2008.
- Vladimir Zernov
CPI data will have a big impact on gold price dynamics. In the longer term, central bank purchases will stay the key driver for gold markets.
- James Hyerczyk
The CPI inflation statistics might indicate that more efforts are required to combat inflation, even though it’s decreasing from its peak levels.
- James Hyerczyk
Fed expected to pause rate hikes after May policy meeting as job openings decline signals cooling labor market.
- James Hyerczyk
Federal Reserve leaders express caution over uncertain economic outlook and monetary policy.
- Bob Mason
It has been another impressive morning for XRP and the broader crypto market that continues to show resilience in the face of intensifying scrutiny.