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Gold Forecast: Worst 3-Day Run in 5yrs as Investors Flock to Cash
When gold falls alongside stocks, you know there's trouble. But we're also seeing bond bears return to push yields higher, but not in a 'risk-on' fashion.

US dollar, yields dragged lower with consumer confidence, reviving rate-cut bets
Fed rate-cut bets are on the rise again after following another weak consumer sentiment report weighed on sentiment and warned of a slowing US economy.

How Will the 2025 German Federal Election Impact the DAX and Major German Stocks?
Different German Election coalition scenarios could have dramatically different impacts on the DAX and key German stocks like Volkswagen, Siemens, SAP, and Deutsche Bank.

Equities weekly earnings forecast: Alphabet, Amazon & Disney
This week sees earnings from more US tech firms, including Alphabet, Amazon, and Disney.

EUR/USD: Morning Star Spark or Just a False Dawn?
Has EUR/USD finally found its floor? A clear morning star pattern suggests near-term lows may be in, but with Scott Bessent’s confirmation hearing looming, could a bond market twist drive the euro’s next big move?

Top 2025 Trades: Bullish U.S. Equities (After a Pullback)
Stocks continued with strength in 2024 and with a market-friendly administration taking over in the United States, the backdrop is open for continuation of equity gains.

2025 Technical Forecast for U.S. Equities
It was a banner year for stocks and the last time the S&P 500 rallied by this much over a two-year period, the index continued with a strong outing in 1999.

2025 Forecast for US Equities (Fundamental)
It was a banner year for stocks and the last time the S&P 500 rallied by this much the index continued with a strong outing in 1999.

Equities Weekly Forecast: Broadcom, MARA & GameStop
Earnings from Broadcom and GameStop are in focus while Bitcoin-related stocks are also likely to remain under the spotlight as BTC hovers around 100k.

USD/JPY: Bearish break signals deeper slide as US yields retreat
USD/JPY bulls are on the back foot as US bond yields retreat, triggering a key technical break. With Scott Bessent’s bold fiscal plan easing fears and Fed rate cut bets fading, the pair now skews firmly to the downside.

Yields, gold slump on Trump Treasury pick, ceasefire deal
It's not every day you see gold plunge alongside yields. But that is what Monday served on reports of a potential ceasefire in Gaza and Trump's picking a relatively 'safe pair of hands' for the US Treasury Secretary role. With a prominent swing high on gold, I suspect it could be headed much lower from here.

Equities weekly forecast: JP Morgan, Wells Fargo & PepsiCo
US banks kick off Q4 earnings season, with JP Morgan and Wells Fargo reporting. PepsiCo will also report earnings.

Weekly equities forecast: Nike, Carnival & Tesco
Earnings this week from Nike, Carnival and Tesco will be under the spotlight.

Weekly Equities Forecast: Costco, Micron Technologies & AutoZone
Earnings from Costco, Micron Technologies and AutoZone are due this week,