Opinions
- Vladimir Zernov
U.S. government bond prices are falling, and some money is moving into gold markets amid rising geopolitical tensions.
- James Hyerczyk
Earnings season shows mixed results, putting pressure on the “Magnificent Seven” amid high valuations.
- Vladimir Zernov
Venezuela cannot raise oil production quickly, so traders will remain focused on Israel – Hamas conflict.
- James Hyerczyk
As tensions between Israel and Hamas escalate, markets become predictably unpredictable, fueling volatility across various asset classes.
- James Hyerczyk
Vietnam’s PDP8, backed by $15.5B from G7, makes it a rising LNG player, potentially affecting global gas prices across short to long-term horizons.
- James Hyerczyk
Rising Treasury yields hit Nasdaq-100, signaling a bearish October; megacap tech stocks are especially vulnerable, impacting the broader market.
- James Hyerczyk
Amid global economic turmoil and rising governmental instability, gold’s (XAU/USD)’s resilience shines as central banks brace for impact.
- James Hyerczyk
The Federal Reserve’s insights on economic trends and Powell’s comments post-meeting could significantly sway gold prices and diverse stock sectors.
- Vladimir Zernov
Fundamentals are bullish, but technical indicators show that oil markets are overbought in the near term.
- James Hyerczyk
IEA confirmation of OPEC+ cuts fuels short-term bull run; oil prices surge on optimism, supply disruptions while differing visions create uncertainty.
- Vladimir Zernov
While the Fed is expected to leave the federal funds rate unchanged on September 20, strong economic data may force the central bank to raise rates by 25 bps in November.
- Vladimir Zernov
Global oil markets could get tighter in the remaining months of the year.
- James Hyerczyk
The upcoming CPI report indicates a 0.4% rise; experts predict no Fed rate hikes in September, amid investor concerns over S&P 500’s 5% dip.
- James Hyerczyk
Natural gas analysts note that initial strikes target Chevron’s efficiency, not production, casting doubt on a prolonged LNG price rally.
- James Hyerczyk
The Jolts and Non-Farm Payrolls reports suggest a labor market becoming increasingly balanced, aligning with the Fed’s objectives.
- James Hyerczyk
Lagarde vows high EU rates against inflation; Powell urges patience in assessment, stressing measured response.
- James Hyerczyk
BRICS expansion faces internal rifts and diverse goals, making its ambitious “de-dollarization” aspirations seem far from immediate reality.
- James Hyerczyk
Powell emphasized US resilience, suggesting higher rates are possible; Harker and Mester hinted at 2023 monetary policy adjustments amid inflation.
- James Hyerczyk
BRICS’ growth challenges US dollar’s dominance, potentially boosting gold demand, and reshaping global financial dynamics.
- Vladimir Zernov
Traders are overestimating the probability of another rate hike from the Fed.