Gold Crushes All — Big Bank Turns Even More Bullish
UBS Wealth Sees Global Gold Demand Surging to Highest Since 2011 Markets are in a holding pattern ahead of Fed Chair Jerome Powell’s Jackson Hole speech on Friday, and gold investors are watching closely for any hint of rate cuts. Lower borrowing costs typically benefit gold, as they reduce the appeal of yield-bearing assets like […]
Markets Face 15% Drop Without Jackson Hole Signal
Evercore’s Emanuel Warns Powell May Disappoint Markets at Jackson Hole U.S. stocks entered the week hovering just below record highs, buoyed by strong corporate earnings and optimism that the Federal Reserve will soon begin cutting interest rates. Investors now look to Fed Chair Jerome Powell’s keynote address at the Jackson Hole symposium on Friday for […]
Goldman Warns: Market’s Next Big Move Might Hurt
Goldman Warning: Low-Volatility Calm May Be Fading for Equities The S&P 500 heads into Friday’s trading fresh off its 18th record close of the year, powered by strong U.S. corporate earnings—helped by AI-related spending—and growing expectations for a more dovish Federal Reserve, according to Goldman Sachs. This run has been accompanied by tighter credit spreads, […]
Market Titans Collide
Andrew Left Warns Palantir’s Valuation Makes Nvidia Look Cheap The past two trading days have been unusual — maybe the long-anticipated market rotation has begun, or perhaps it’s just summer’s light-volume quirks paired with optimism over the Fed’s rate-cutting path. Small-cap stocks and homebuilders have surged for two straight sessions, while high-flying momentum names have […]
Tech & Policy Fuel Bold Market Forecast
An ‘Unreasonable Rally’ Is Brewing, Fueled by Tech Breakthroughs and Fiscal Shifts Tuesday’s hotter-than-expected inflation reading barely slowed Wall Street’s momentum—stocks pushed higher anyway. For James Thorne, chief market strategist at Wellington-Altus, that’s just the start. In a new report, he sets a bold target: the S&P 500 hitting 7,500 by next spring—a 16% jump […]
Markets Poised for Liftoff at 6,500, Says Trader
In Thin Summer Markets, Round Numbers Can Pull Prices Higher, Says Lord Fed The S&P 500 is hovering just shy of a record close, and while some see the thin air at these levels as unsustainable, one market voice sees it differently. Lord Fed — the pseudonymous investor behind Lord Fed’s Gazette, Substack’s 13th most […]
