US money market assets are at record highs, implying large cash overhang that could support…
Gold’s strong risk-adjusted returns and post-rate-hike tailwinds point to further upside despite its polarising reputation
Limited global policy divergence and stronger US growth should keep the dollar range-bound, supporting risk…
Falling CPI ex-shelter signals mild deflation, explaining the Fed’s pivot toward rate cuts and supportive…
“Table Mountain” vs “Matterhorn” = rates steady vs sharp cuts, with history pointing to earlier…
Weak bank stocks (KBW index) signal economic fragility, but cheap valuations offer rebound potential if…
Mega-cap tech dominance is masking weak breadth, but cyclicals could catch up if risk appetite…
Tech and crypto rally lead market breakout
