The Australian Dollar remains supported by tight labor market and rate hike expectations, but hawkish FOMC minutes cap upside.

ASE Technology is capturing high-margin AI packaging work as Taiwan Semiconductor hits capacity limits. With LEAP revenue set to double in 2026, this infrastructure play offers a rare value entry at 12x forward EBITDA.

Residential fixed investment historically leads GDP by seven quarters, marking housing as a critical indicator for the 2026 business cycle. Despite current flat growth, historical data confirms its pivotal role in economic forecasting.

BellRing Brands sits at half its intrinsic value, driven by high-growth protein labels like Premier Protein. Its asset-light model generates $247 million in free cash flow, offering a rare blend of value and growth.

While the top 10% who manage the TINA Economy are fixated on their ballooning stock market wealth, the bottom 90% are melting away. Some day that might actually have consequences.

Analysts remain bullish, citing AI demand and HBM strength.

Global markets trended lower as major US and European indices retreated, while India's Sensex dropped nearly 1.5%.

Silver is no longer just an industrial metal. It has become strategically embedded in energy systems, advanced technology, and defence infrastructure.

A less accommodative Fed has a specific set of losers. Small caps and tech are rate-sensitive borrowers.

The Nasdaq's AI rally mirrors 1997, but giants like Nvidia and Microsoft boast record profits unlike their dotcom predecessors. Massive cash flow distinguishes today's market from the speculative frenzy of the 90s.

The Dow and S&P 500 snapped three-day win streaks on Thursday, while the tech-heavy Nasdaq also settled firmly lower as software stocks struggled.

We discuss what's happening with the silver price and whether there is still a bull case for silver.

Precious metals and mining stocks are far from their peak despite recent volatility.

Metals Rally, Oil Direction & Fed Impact

Tendências em Telhados Sustentáveis em Lisboa

Traditional leading economic indicators have declined for over 3 years without a recession. This has never happened before.

Volatility in the precious metals market is dying out—but don't let the quiet fool you.

Consumer Staples posted a record 15.6% gain to start 2026, significantly outperforming a slumping Consumer Discretionary sector. Drags from Amazon and Tesla have pushed the performance gap to historic levels.

Capital goods spending and industrial production are hitting record highs, driven by massive investments in AI data centers and power infrastructure. This AI-fueled construction boom remains a primary engine for economic growth.

Software exposure and liquidity risks fuel private credit concerns.