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Updated: 1 hour 12 min ago

US Treasuries Have Crossed The Rubicon

Thu, 08/28/2025 - 20:03
The fact that foreign central banks now hold more gold than U.S. Treasuries marks a Rubicon moment. Once, Treasuries were the ultimate safe haven, the asset no reserve manager could ignore. But that trust has cracked.

SPY Breaking Out Again

Thu, 08/28/2025 - 19:45
Solid continuation today, but the participation and volume remains quite light for the S&P 500 (SPY).

The Glass Is Half Full Of AI

Thu, 08/28/2025 - 19:34
We discuss how markets are navigating a mix of macro, political, and earnings-driven events. 

Wynn Resorts Stock Is On The Move: Here’s Why

Thu, 08/28/2025 - 19:27
Wynn stock has been on a strong run the past week or so, with tailwinds coming from its deceptively solid Q2 earnings report.

U.S. Economic Boom Or Bust? Indicators Every Investor Needs To Watch

Thu, 08/28/2025 - 19:23
By monitoring leading, coincident, and lagging indicators, investors can better position their portfolios to capitalize on opportunities during expansionary phases and mitigate risk during potential downturns.

USD/CAD Posts Modest Gains Above 1.3750 Ahead Of Canadian GDP, US PCE Releases

Thu, 08/28/2025 - 19:15
USD/CAD edges higher to around 1.3755 in Friday’s early Asian session.

AI Earnings Lead To Record Gains

Thu, 08/28/2025 - 19:10
This earnings season (or more specifically, this week) has seen enormous moves on earnings.

Nike Slashes Corporate Workforce To Power Business Rebound

Thu, 08/28/2025 - 18:51
Strategic cuts aim to reclaim market share and strengthen core business.

When Is The Tokyo CPI Release, And How Could It Affect USD/JPY?

Thu, 08/28/2025 - 18:35
Japanese inflation metrics have taken on a key role in Yen markets, as JPY bidders look for signs that the BoJ will finally be knocked off of its low-rate stance.

Liquidity Pressures Build As Settlements Rise And Reserves Decline

Thu, 08/28/2025 - 18:28
The S&P 500 rose by 30 bps, while implied volatility fell sharply.

Market Talk - Thursday, Aug. 28

Thu, 08/28/2025 - 18:15
The oil markets had a mixed day today.

Stocks And Precious Metals Charts - A Flight To Safety

Thu, 08/28/2025 - 18:01
Stocks managed to pull together a rally, shaking off some geopolitical and corporate concerns.

Instant Payments: Beyond Compliance To Commercial Growth

Thu, 08/28/2025 - 17:43
Fraud prevention is the key to trust, adoption and opportunity in the age of instant payments.

AI Bubble? Nope

Thu, 08/28/2025 - 17:41
AI bubble is far from over and reveals a second opportunity most traders are missing entirely - metals and mining stocks sitting on 10%+ breakouts.

EUR/USD Edges Higher As Fed Turmoil And Safe-haven Flows Pressure U.S. Dollar

Thu, 08/28/2025 - 17:22
EUR/USD climbs 0.43% as traders discount upbeat US GDP and jobless claims, focusing instead on Fed turmoil.

Nvidia: From Jolt To Stabiliser

Thu, 08/28/2025 - 17:16
The market has a way of turning yesterday’s anxieties into today’s afterthoughts.

Russell 2000 Earnings Dashboard 25Q2 - Thursday, Aug. 28

Thu, 08/28/2025 - 17:00
The 25Q2 Y/Y blended earnings growth estimate is 69.4%. If the energy sector is excluded, the growth rate for the index is 90.7%.

Fire The Entire Fed, Not Just Lisa Cook

Thu, 08/28/2025 - 16:56
The potential energy behind the biggest meltdown in US history is already in place.

Rates Spark: No Brain Steepeners Exposed To Reversals

Thu, 08/28/2025 - 16:51
In the U.S., the steepener has become the consensus trade, as has setting long end shorts.

S&P 500 Breaks Above 6,500 As AI Keeps Growing

Thu, 08/28/2025 - 16:43
After a mixed day of trading, all three major indexes eked out comfortable gains.

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