Japan’s Nikkei has been one of the strongest performers among developed markets this year. From the April 2025 lows near […]
ORACLE and Investments in Data Centers
While this morning brings several hot topics—from a strong September NFP print to Japan’s sudden surge in exports accompanied by […]
EURUSD: A December rate cut is far from guaranteed
Shortly after the close of U.S. markets—when Nvidia’s results once again poured fuel on the fire of the AI-trade—the FOMC […]
NVIDIA’s Earnings After the Close on Wall Street
This evening, after the closing bell at Wall Street, it will finally be NVIDIA’s turn to report its quarterly results, […]
NASDAQ: Sell Off Deepens This Morning
As of the time of writing, around 8.00 a.m. CET, the Nasdaq is down 1.02 percent, trading at 24 560, […]
VIX Still Stuck Near 20
The VIX, or Volatility Index, is a futures contract listed on the Chicago Mercantile Exchange that the exchange has effectively […]
Google Seems to Be Doing Something Good in the AI Race
At least, this appears to be the market’s view. For now, Alphabet’s shares have been partially spared from the heavy […]
USDJPY and Japan’s Uncertain Economic Outlook
Japan is emerging from decades of ultra-accommodative monetary policy, during which the policy rate remained negative from 2016 until 2024. […]
S&P 500: After the Correction, the Rebound
Last week was a challenging one for U.S. markets. Until Friday, they were weighed down by elevated valuations among AI-exposed […]
The German DAX Trapped in the Perfect Range
There was a period spanning late 2024 and early spring 2025 when European equity indices — led by the DAX […]