Tag: weekly recap
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Weekly Recap: Is the Summer Rally Running on Steam?
As July drew to a close, markets found themselves at a familiar crossroads — caught between optimism over crypto-led innovation and the sobering realities of macro recalibration. This week delivered a mixed bag of policy pivots, positioning resets, and sector rotations, all unfolding under the shadow of geopolitical uncertainty and an unusually strong U.S. dollar.…
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Markets in Transition: AI Surges, Central Banks Shift
Markets are entering June under the weight of shifting dynamics—economic, political, and structural. From Nvidia overtaking Microsoft to lead the global equity stage, to the European Central Bank easing rates in response to rising trade risks, to OPEC+ reversing its production cuts, the global financial landscape is once again in flux. Meanwhile, mixed manufacturing signals…
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Global Markets Recap: Stocks Surge, Gold Slips, Dollar Softens
Global markets staged a broad-based rally this week, propelled by a cocktail of positive catalysts: cooling inflation in the U.S., renewed trade diplomacy between the world’s largest economies, and an earnings season that delivered both surprises and warnings. While some asset classes like gold faltered, risk-on sentiment dominated most of the landscape, lifting equities, pressuring…