The Big Test
30Y Treasury yields hit an 18-year high as #JacksonHole & #Nvidia earnings test AI's growth story. #AI
Read the full analysis: bit.ly/4xioaZW
*All trading involves risk. 70% of retail client accounts lose money when trading CFDs, with this investment provider.
Bandage, Not Cure
Japan's $89B yen intervention, backed by US, cooled selling. Will #yen revert above 160? What's the implication for USD and EUR?
Learn more: bit.ly/4pZqmmc
*All trading involves risk. 70% of retail client accounts lose money when trading CFDs, with this investment provider
US Jobs Data In Focus
#NFP Non-farm payrolls, #ISM PMIs and China's inflation data land this week. #SpaceX posts first results.
Read the full analysis: bit.ly/4pRRGCY
*All trading involves risk. 70% of retail client accounts lose money when trading CFDs, with this investment provider
Apple Tops Nvidia
Top 10 #megacaps lost $658bn in July. Apple gained $744.9bn while Tesla, SpaceX shed over $1trn. Other sectors to play catch up?
Read more: bit.ly/4yIl1DT
*All trading involves risk. 70% of retail client accounts lose money when trading CFDs, with this investment provider
Big Tech Wobbles
Tesla -17.8%, Alphabet -7.8% last week. Now Microsoft, Meta, Apple, Amazon report alongside the Fed's call.
Learn more: bit.ly/4bg8Cgr
#Mag7 #Fed #Nasdaq
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
MSTR: Bulls vs Data
Wall St's buy rating meets a neutral 4/10 quant score. mNAV briefly sub-1.0x. Earnings on 30 July
Here's what you should know: bit.ly/4pz17qG
#MSTR #Bitcoin
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
ECB & earnings take centre stage
#ECB , UK & Japan CPI, plus #GOOGL & #TSLA #earnings land this week. Can markets hold their nerve?
Read the full analysis: bit.ly/3RI6M1g
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
Alphabet Earnings Preview
#Alphabet reports Q2 earnings 22 July. Cloud growth (63% YoY est.), TPU sales and Gemini in focus.
Read the full analysis: bit.ly/4vGmfNj
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
US Q2 Earnings: High Bar
#SP500 Q2 growth is pegged at 23.6% YoY, a post-2021 high. Energy & tech lead; guidance matters most.
Read the full analysis: bit.ly/4vRXONb
#earnings
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
Oil Surges, Bank Earnings
Brent #oil tops $80 on Iran tensions; Meta & Nvidia drive #Nasdaq100. CPI, GDP, earnings ahead.
Read the full analysis: bit.ly/3Rby93p
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
Memory Supercycle
Samsung profit up 19x; SK Hynix debuts on Nasdaq. Will the memory chip rally last past 2027?
#Semiconductors #AI
Read the full analysis: bit.ly/4vgNspL
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
HSI and Bitcoin rebound
Soft US jobs data cooled Fed hike bets. #HangSeng rebounds 3%, #Bitcoin steadies above $60k.
Full article: bit.ly/4wrj8cG
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
Yen Sinks to 1986 Levels
#USDJPY past 162 as Fed-BoJ gap widens. Intervention may drive volatility, but is not a permanentfix.
#Forex
Read the full analysis: bit.ly/4bjH49O
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
Markets at a crossroads
Nasdaq -4.2%, gold tested $4,000 last week on rate fears. #NFP & #ECB Forum in Sintra take centre stage.
Read the full analysis: bit.ly/4oYDHee
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider.
#Micron Q3 preview
$35.6bn revenue & 82% margins expected. Can #HBM4 supply & Q4 guidance justify a $1 trillion valuation?
Read the full analysis: bit.ly/4uRV9lO
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider.
US-Iran deal: oil dips, risks remain
#Brent fell 9% but deal lacks details. Markets recall false starts. Upside risks remain.
Learn more: bit.ly/4uJETTW
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider.
Peace deal fuels rally?
A US–Iran peace framework will reopen the Strait of Hormuz. #Oil down sharply. With SpaceX's #IPO lifting sentiment, a geopolitical thaw could extend the equity rally.
Learn more: bit.ly/4fMNOAe
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider.
Nikkei: Rally or Reversal?
#Nikkei 225 is up 30% YTD — but at 23x forward earnings, a BoJ rate hike on 16 June and $10.1bn in yen shorts echo the 2024 #CarryTrade unwind.
Read the full analysis. bit.ly/3Se9rQ8
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider.
Nasdaq 100 Cracks
Blowout US payrolls (172k) sent Fed hike bets to 70% — the #Nasdaq100 shed 4.5% as growth valuations cracked. Watch 27,750 support. ECB meets Thursday with a hike near-certain. #Fed #MarketNavigator
Read the full analysis: bit.ly/49MVnDf
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider
Bitcoin Sell-Off Deepens
#Bitcoin breaks below $67K as record ETF outflows hit $3.58bn over 12 days, Strategy makes its first BTC sale since 2022, and Iran tensions liquidate $1.6bn in longs. Technical trend has been broken.
Read the full analysis: bit.ly/4ob0cw6
*All trading involves risk. 69% of retail client accounts lose money when trading CFDs, with this investment provider.
