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10

Mar 2026
The AI Revolution Still Depends on Oil — Here’s Why

Artificial intelligence may power the future, but it still relies on oil. Discover how energy, infrastructure, and geopolitics support the AI revolution.

4

Mar 2026
Is the Liquidity Regime Shift Accelerated by the US-Iran Conflict? | VT Markets

A potential policy shift at the Federal Reserve under Kevin Warsh meets rising US–Iran tensions, raising the risk that geopolitical shocks could accelerate the next liquidity cycle and reshape the outlook for the US dollar, Bitcoin and gold.

23

Dec 2025
Week Ahead: Japan Shifts Gears Without Shocking Markets

The week ahead looks quiet on the calendar but loud on the charts. As liquidity thins into year-end, even modest data surprises could push USD, gold and crypto out of their current ranges. The Bank of Japan raised its policy …

15

Dec 2025
Week Ahead: AI Capex Shapes Risk Sentiment

The AI theme continues to dominate equity positioning, but the tone has changed. Markets have moved away from optimism around intelligence gains and toward a harder focus on economics. The current phase of the AI cycle centres on infrastructure, power …

8

Dec 2025
Week Ahead: US Rate Cut in Focus

The calm on the charts masks a brewing risk. If policymakers from the Bank of Japan (BoJ) signal even a small shift in tone, the yen carry trade that has fuelled global markets could unwind with force. The blackout period …

1

Dec 2025
Week Ahead: More US Data to Test Dovish Fed

The rapid repricing of Fed expectations followed a rare dovish turn from normally centrist policymakers, including New York Fed President John Williams and Governor Christopher Waller. These recent remarks signalled that rates may need to be cut “in the near …

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