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27

Jul 2026
Week Ahead: Gold Faces Fed Test as Dollar and Yields Shift

Overview Market Outlook: Bond Markets Take Centre Stage The bond market has become the primary driver of global market sentiment after the US 30-year Treasury yield extended its longest run above 5% since 2007. At the same time, the benchmark …

24

Jul 2026
The AI Trade Is Entering Its Proof Phase

AI semiconductor stocks are entering a new phase as investors weigh strong demand against the need for earnings to justify expectations.

23

Jul 2026
Gold Hit $4,100: Are You Buying a New Floor or the Exact Top?

Introduction: Crossing the $4,000 Barrier Gold’s climb past the historic $4,000 threshold to trade around $4,100 represents one of the most remarkable moves in modern commodity markets. For decades, major round numbers have served as major psychological benchmarks for investors. …

22

Jul 2026
Is SK Hynix (SKHY) the Next Big AI Semiconductor Trade?

Key Takeaways Artificial intelligence is reshaping the global technology landscape, creating unprecedented demand for the hardware that powers today’s most advanced AI models. While companies like NVIDIA have captured a lot of the spotlight, another key player has emerged as …

20

Jul 2026
Week Ahead: Markets Eye Inflation as Fed Strategy Evolves

Overview Kevin Warsh’s Monetary Policy Strategy Comes Into Focus Last week offered another opportunity for investors to understand how Federal Reserve Chair Kevin Warsh intends to guide monetary policy through the second half of the year. Rather than signalling the …

17

Jul 2026
SK Hynix and the AI Memory Risk Shift

SK Hynix’s AI-driven growth remains strong, but competition, leverage and market positioning are changing how traders view the stock.

15

Jul 2026
Why Did Gold Rise After US CPI Data? Inflation Cools But Fed Outlook Remains Uncertain

Key Takeaways: US Inflation Cools: Why Did Markets React Positively? Gold prices moved higher and the US dollar weakened following the latest US CPI release as inflation showed signs of cooling, reducing expectations for further Federal Reserve tightening. The July …

10

Jul 2026
Crypto’s Next Chapter Is Being Written by Banks

Washington is still debating the rules while banks and crypto firms compete to shape the next generation of deposits and payments.

9

Jul 2026
After the FOMC: Why Gold Investors Should Watch Kevin Warsh’s Next Move

Key Takeaways The latest FOMC meeting may have revealed more than the Federal Reserve’s interest-rate outlook. It also offered the clearest glimpse yet into how Fed Chair Kevin Warsh intends to reshape the central bank. Markets initially focused on the …

7

Jul 2026
FOMC Is Coming: What Gold Traders in Asia Should Expect

Trading the FOMC from Asia? Discover how US interest rate decisions impact gold prices overnight, and learn essential risk management strategies to protect your capital while you sleep.

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