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The year is almost over, yet the markets keep delivering surprises. US Q3 GDP came in at 4.3%, the fastest growth in two years, fueled by AI investments, strong corporate profits, and resilient consumer spending. Price pressures rose too, with PCE at 2.8%, but happily less than expected, keeping the Fed hawks in check.
Equities rallied on the back of earnings and spending, though the move was narrow and mostly benefited Big Tech. The US dollar eased, sending gold, silver, and copper to fresh all-time highs — another strong year for the metals, thanks to scarce supply, rising demand, and...

Markets are entering the final stretch of the year with investors closely watching the US for guidance. European equities remain subdued, with trade tensions and slowing growth weighing on sentiment, while rotation into cyclical sectors continues cautiously. All eyes are now on key US data: Q3 GDP revisions and PCE inflation — the Fed’s preferred gauge. Stronger-than-expected growth or rising price pressures could shake up market expectations and trigger a dollar rebound, while weaker numbers would keep the Fed on a dovish path. Positioning in stocks, FX, and bonds is increasingly delicate, making even small surprises impactful. As year-end approaches,...

Friday’s tech rally brought much-needed relief to markets, sparked by one headline: Oracle will host TikTok’s US user data, opening a potential new cloud revenue stream and giving it a roughly 15% stake in the newly structured U.S. TikTok business. Oracle shares surged over 6%, while Nvidia and the Nasdaq also climbed as investors bet on the value of data centers and massive computing power.
Meanwhile, in China, Moore Threads announced new AI chips claiming to rival Nvidia’s H200 and narrow the gap with the next-gen Blackwell series.
Tech stocks are up, but with year-end liquidity thinning, investors are watching...

JPMorgan went from crypto enemy to tokenization fan, this time even with Solana!

00:00 Intro
00:24 Disclaimer
00:28 Preview
00:34 Bitcoin
02:14 Solana
03:28 Aave
05:03 Charts
07:09 Subscribe & Good bye

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The latest US CPI report looked like an early Christmas gift: headline inflation cooled sharply, core inflation surprised to the downside, and markets briefly celebrated the return of disinflation. But was it really that simple?
A closer look reveals a far messier picture. Large parts of the October pricing data were missing, including key components such as shelter — a heavyweight in the CPI basket. Those gaps were effectively treated as showing no price growth, flattering the inflation numbers and earning the report its “Swiss cheese” nickname.
Markets initially cheered, yields dipped and equities rallied, before reality set in and...

Markets are wobbling, Amazon’s $10bn OpenAI deal is raising eyebrows, Oracle’s mystery Michigan backer keeps investors guessing and credit fears are spiking — Oracle’s down 5%, Nvidia 3.8%, and even Amazon barely budged. Could the AI party finally be deflating?
Micron happily beat expectations, proving the memory boom is alive and kicking thanks to AI demand. But it might not be enough to save the year-end rally.
Today, all eyes are on today’s US CPI, the BoE might surprise with a dovish move, and the ECB stays calm. Toss in rising Fed repo operations and a BoJ hike tomorrow, and...

Markets usually cheer bad data — but this time, they hesitated. US jobs figures were weak, yet not weak enough to force a rethink on Fed policy. All eyes now turn to Thursday’s US CPI print — the final piece of the Fed puzzle this week.
Across the Atlantic, the UK economy paints a gloomier picture. Rising unemployment and softer inflation gave the BoE room for a rate cut, but also highlighted an economy cooling faster than policymakers can fix — heading toward a direction where even lower rates may struggle to help.
So, what does yesterday’s data mean for...

Markets started the week on a cautious footing. European and UK equities benefited from rotation flows, while US tech continued to struggle, with the Nasdaq 100 leading declines. Futures are pointing lower again this morning as investors brace for key US jobs and retail sales data — a familiar “good news is bad news” setup as markets try to anticipate the Fed’s next move.

Investors remain cautious, albeit cautiously optimistic that weaker jobs data could reinforce dovish Fed expectations and support risk assets. That said, deteriorating sentiment in the technology sector may complicate the picture.

Listen to find out more!...

Global markets are showing clear signs of tech disappetite, as investors rotate away from AI-linked names and into value-oriented pockets of the market. Strong tech earnings no longer impress, the Fed cut hardly makes tech investors smile and against this backdrop, risk-sensitive assets such as Bitcoin have come under pressure, underscoring the broader shift in sentiment.
While the Federal Reserve’s renewed Treasury bill purchases offer liquidity support, markets remain focused on whether AI investment can translate into sustainable end-product revenues. Until that happens, tech disappetite is likely to persist, keeping rotation — rather than outright risk-on — as the dominant...

The S&P 500 edged higher yesterday as investors digested the Fed’s 25bp rate cut. Value stocks benefited from rotation out of tech, which faces challenges beyond borrowing costs — circularity, high debt, and uncertain revenues. Broadcom’s strong results weren’t enough to lift sentiment, as margins and AI profitability concerns weighed on the market. But OpenAI- Disney deal should give a hint on how OpenAI is turning its intelligence into actual dollars!
On the macro front, next week’s US CPI release will be critical to watch, as it could reinforce post-Fed trends or shake market optimism heading into year-end, though it...