Chart Of The Week: AI Use At Work
If adoption continues at this pace, daily AI use could hit 20% of the U.S. workforce by the end of 2026. And that’s when the AI productivity boom will really start to take off.
Is It Worth Buying FuelCell Energy Stock Into The Post-Earnings Strength?
FuelCell Energy stock remains unattractive as the Nasdaq-listed firm is failing to improve its EBITDA during a period of rising demand, and that raises legitimate concerns about long-term viability.
The Platinum Puzzle: Unpacking The “Crazy” Surge In The Market
The recent price action has been nothing short of dramatic. We've seen platinum surge by 40-60% year-to-date, with some days experiencing intraday spikes of over 6%.
Gold Losses Shine As Fed-Cut Bulls Weigh Dovish Implications Of Soft CPI
Gold slips after nearing two-month highs as traders book profits following softer US inflation.
CPI Price Inflation Slows As Oil Prices Fall And Rents Flatten
Measured year over year, CPI inflation in November was up by 2.7 percent, falling from September’s YoY increase of 3.0 percent.
FX Today: BoE, ECB And U.S. CPI Maintain U.S. Dollar Under Pressure
GBP/USD is muted near 1.3370, after trimming almost all its intraday gains.
TSMC Targets 2027 Start For Advanced Chip Output In Arizona
Taiwan Semiconductor is set to begin moving chipmaking tools into its second Arizona fab around summer 2026, positioning the plant to start 3-nanometer production in 2027
CPI + MU = Relief Today
Fixed income traders are enthused about the CPI report, but in a more tempered manner than their stock trading counterparts.
The 60/40 Portfolio Is Dead Because Bonds No Longer Work
While much of Wall Street's focus over past recent years has been on the AI hyperscalers, there are an increasing number of seismic developments happening internationally investors need to be aware of.
Consumer Inflation Went To Sleep In October-November
A truncated version of the CPI was reported for November this morning.
CoreWeave Stock Analysis: Bearish Sentiment Builds, Risks Intensify
CoreWeave stock price continued its downward trend this week as investors remained concerned about the AI bubble.
Trump Hints At Dovish Fed Stance Driving Bitcoin Rally And Rate-Cut Hopes
Alongside his comments about the Federal Reserve, Trump also discussed plans for sweeping tax changes in the coming year.
The Top 2 Emerging Markets ETFs
Emerging markets have been the best performing equity asset class this year.
Lagarde Reiterates The ECB Is In No Rush To Change Rates Anytime Soon
The European Central Bank has kept its policy rates unchanged, and comments during the press conference show that there is no rush to change anything.
November CPI Report Like The Gift Of An Ugly Sweater
The November CPI data came out much cooler than expected, but most analysts don’t seem to be putting much stock in the report due to the chaos created by the government shutdown.
Macro Briefing - Thursday, Dec. 18
The rising gap in the 30-year Treasury yield over the Federal Reserve target rate highlights the market’s growing doubts about the central bank’s monetary policy.
USD/CAD Rebounds Slightly As U.S. Dollar Steadies After CPI Miss
USD/CAD rebounds modestly as the US Dollar stabilises after CPI-driven losses.
The CPI For November Is Little But Missing Numbers And Magic
There are no month-over-month numbers for food, shelter, or medical care.
Stocks Stage Comeback As Nasdaq Reclaims 25K
Stocks are in rally mode today, thanks to a flurry of tailwinds blowing on Wall Street.
GBP/USD Firm As Soft CPI Pressures Dollar, BoE Stance Supports Sterling
GBP/USD surges during Thursday’s North American session as following the release of a benign US inflation report and a “hawkish” rate cut by the Bank of England (BoE).

