Banks Bet Big on Gold as Fed Turmoil Escalates
Banks Urge Investors to Diversify Into Commodities as Fed Turmoil Fuels Inflation Fears This week could prove pivotal for the Federal Reserve’s independence. On Thursday, Stephen Miran, former President Donald Trump’s nominee for Fed governor, faces his Senate confirmation hearing. By Friday, a judge may rule on whether Governor Lisa Cook can remain in her […]
Sonic Traders Blasting Thru Market Noise
After a long weekend, traders returned to the market Tuesday with plenty to analyze. Using the Sonic Trading System, we explored opportunities in the E-mini S&P 500 futures and highlighted key strategies that can help you navigate September’s volatility. Why Speed and Strength Matter The first thing to check when markets reopen is how fast […]
Gold vs. Markets: The Hedge You Can’t Ignore
Gold deserves up to a 9% slice of a portfolio — precisely because it doesn’t zig when stocks and bonds zag. As September kicks off, markets look shaky: gold is at record highs while bond yields in the U.S., U.K., and France climb amid political uncertainty. A recent note from hedge fund DE Shaw digs […]
Market Set for ‘Rational Exuberance’ Before Bubble Risk
Evercore’s Emanuel: The Tech-Fueled Bull Market Still Has Legs When investors compare today’s market rally to the late 1990s, it’s often a warning of bubbles and cautionary tales. But Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, sees it differently. In a Sunday note, Emanuel described a “technological revolution lifting stocks, multiples, and […]
Ed Yardeni: The Wealth Effect Is Supercharging Growth
The stock market’s wealth effect is set to fuel even stronger growth, says Ed Yardeni. The S&P 500 just logged its 20th record close of the year, while investors shrugged off Nvidia’s latest results, closing out a supportive earnings season. Another tailwind is policy expectations: futures now assign an 85% chance that the Federal Reserve […]
Nvidia Stock Dips Despite Record Earnings
Nvidia’s stock slid more than 5% in after-hours trading on Thursday after the chipmaker flagged challenges in China, even as it posted strong quarterly earnings. Shares of the US semiconductor giant closed flat at US$181.60 but dropped to US$172.45 in extended trade. Revenue for the quarter ended July 27 jumped 56% year-on-year to US$46.7 billion, […]
