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Gold’s Latest Surge: A Hedge Against Uncertainty
Gold has been making waves in the investment world, with a recent surge that shows no signs of slowing down. According to a chart by Hartnett, the 4th largest inflow to gold funds on record has occurred, signaling a growing interest in the precious metal as a hedge against uncertainty. So, what’s driving this renewed…
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UK GDP Stagnates in July, Stagflation Fears Rise; G-7 Finance Chiefs to Discuss China, India Tariffs and Russia Oil
The UK economy stalled in July, with the gross domestic product (GDP) failing to grow as stagflation fears mount. This comes as G-7 finance chiefs prepare to meet to discuss tariffs imposed on China and India by Russia over oil purchases. Meanwhile, US President Donald Trump has downplayed a recent Russian drone breach, and there…
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US Pre-Market Movers: ADBE, SMCI, WBD, RH, GM, AMAT, and MSFT
US stocks are off to a mixed start today, with some companies delivering strong earnings reports while others struggle with disappointing results. Here’s a roundup of the key movers in the pre-market session: Adobe (ADBE) is up 3% after reporting better-than-expected earnings per share and revenue for its fiscal second quarter. The company also provided…
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US Share Buybacks to Continue Growing in Coming Years
The equity market is likely to see a significant boost over the coming years as US share buyback volumes are expected to increase further. According to JPM, the US buyback force, which has been instrumental in propelling the equity market this year, will become even stronger. This means an additional $600 billion in share buybacks…
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Outperforming Peers: Understanding the Recent Performance of US Treasuries
In recent months, US Treasuries have reportedly “substantially outperformed” their UK and German counterparts. This unexpected surge in performance has left many market observers scratching their heads, wondering what could be driving this trend. In this blog post, we’ll delve into the factors behind this phenomenon and explore the potential implications for investors. Firstly, it’s…
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US Pre-Market Movers: Tech Stocks Shine, Oracle and Baidu Make Headlines
US stocks are off to a strong start this morning, with the S&P 500 futures up 0.3% ahead of the bell. Among individual stocks, several tech names are making notable moves. Let’s dive in: Oracle (ORCL) is extending its post-earnings gains, rising 1.5% after the company announced plans to restructure operations and investments costing up…
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(NY) Market Drama 101: 11th Sept 2025
As investors eagerly await key risk events this week, European bourses are modestly firmer, while US equity futures are mixed. The DXY is also firmer, approaching session highs, with the JPY underperforming and USD/JPY rising to just shy of the 148.00 mark. In the bond market, USTs and Bunds are slightly softer ahead of the…
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MegaCap Tech Stocks Drive SPX Rally, Excluding Them Index Would Have Dropped 50bp
The latest market intelligence from JPMorgan suggests that the rally in the S&P 500 (SPX) yesterday was largely driven by three MegaCap Tech stocks – NVIDIA (NVDA), Analog Devices (AVGO), and Oracle (ORCL). According to the report, these three stocks collectively accounted for 58% of the SPX’s total return, with the remaining 42% coming from…
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CHATGPT Down: Limitations and Implications for Users
CHATGPT, a popular AI language model, has been down for over a week, leaving users frustrated and wondering about the reasons behind the outage. In this blog post, we will delve into the latest admission from CHATGPT and its implications for users. According to CHATGPT’s latest update, the model has no ability to export what…
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Key Trends from Goldman Sachs: TMT Sector Analysis
Goldman Sachs’ mid-day recap is providing a positive outlook for equities, with a blowout ORCL print and a softer PPI contributing to the upswing. The firm’s AI Leaders (GSTMTAIL) are experiencing a 6 sigma move higher, which is its second biggest move in the past five years. In the TMT sector, 90% of orders are…
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