Today we step away from the conflict in the Middle East and return to equities, once again linked to AI. Over the past two days, Broadcom and Marvell Technology have reported their earnings (and by now 96% of the companies in the S&P 500 have done so). These two players are perhaps less well known […]
DXY Near 99, Middle East War Lifts Oil Prices
The US Dollar Index (DXY) remained under pressure near the 99.00 level during Asian trading hours on Friday, March 6, trimming gains from the previous session. Despite lingering safe-haven demand triggered by escalating geopolitical tensions, the Greenback struggled to maintain upward momentum. The conflict between Iran and Israel has intensified in recent days, increasing volatility […]
Market Commentary 2026-03-05
Daily market commentary featuring timely analysis of price action and economic events. Stay informed with expert observations on the themes shaping global markets.
EURUSD Struggles to Stabilize at 1.16
Since the beginning of the week, the USD has been strengthening significantly against all currencies, and the exchange rate with the euro is no exception. The rush to secure USD—potentially needed to meet upcoming financial obligations and part of the broader safe-haven demand—has pushed the USDX up by about 1.35% so far. Yesterday there was […]
Magnificent Seven: The Tech Giants Shaping Global Markets
Imagine a handful of companies so powerful that their decisions can influence the entire global economy. For investors, these firms are more than familiar names—they are market movers. They dominate major indices such as the S&P 500 and often set the tone for broader market trends and index performance. Understanding the Magnificent Seven is not […]
Bitcoin Breaks $72K as Global Tensions Rise
Bitcoin (BTC) surged above $72,000 Thursday, March 5, after weeks of sideways trading, fueled by rising geopolitical tensions in the Middle East and a sharp increase in institutional demand through U.S. spot Bitcoin ETFs. The rally has reignited bullish sentiment among crypto traders, with many now watching a potential move toward $84,000 in the coming […]
Market Commentary 2026-03-04
Daily market commentary featuring timely analysis of price action and economic events. Stay informed with expert observations on the themes shaping global markets.
WTI Up 14% This Week After Three-Day Rally
It is important to understand that more than 150 different blends of crude oil are produced worldwide, and their production costs can vary significantly. Some are more desirable and easier to refine than others (requiring less processing) and are classified according to their weight (light vs. heavy) and their acidity (sulfur content). Estimated extraction costs […]
NZD Falls Below 0.5900 on China Data, Middle East Risks
The New Zealand Dollar (NZD) remains under pressure against the US Dollar (USD), with NZD/USD sliding toward the 0.5875 level during Wednesday’s Asian session, March 4. The pair has fallen below the key 0.5900 threshold as investors react to mixed economic signals from China and rising geopolitical tensions in the Middle East. Market participants are […]
Market Commentary 2026-03-03
Daily market commentary featuring timely analysis of price action and economic events. Stay informed with expert observations on the themes shaping global markets.







