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Market Analysis

The Japanese Yen gets its hike whatever Tokyo CPI prints

USD/JPY holds just beneath 159.50 on Thursday, ahead 0.05% across a range of forty-two pips, a fifth consecutive session of grinding higher without getting anywhere. The pair remains beneath a declining 50-day Exponenti…

4 min read

Relmada Therapeutics is Now Oversold (RLMD)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis ind…

1 min read

What India’s Gold Discount Is Really Telling Us

In late June, the Reserve Bank of India (RBI) released the Financial Stability Report (FSR). According to the report, as of September 2025, India’s household debt stood at 45.5% of its gross domestic product (GDP). In J…

13 min read

Gold edges down as markets await Warsh’s Jackson Hole speech

The dollar held to a narrow range on Wednesday, with investors reluctant to take large positions before the release of U.S. inflation data and the start of the Federal Reserve's annual Jackson Hole symposium later in th…

4 min read

Nebius Power Expansion Signals a Bigger Bet on AI Compute Scarcity

(HedgeCo.Net) A new kind of hedge fund signal is beginning to move markets. Nebius Group, the AI infrastructure company trading under the ticker NBIS, surged roughly 10% after a disclosure showed that Situational Awaren…

15 min read

Fed’s Collins says PCE does not change restrictive policy view

The Boston Fed President, Suan Collins, crossed the wires on Thursday as the Jackson Hole Symposium began. She said that the recent PCE report does not change the view that policy is restrictive and will lead to gradual…

3 min read

Crude Oil takes back the reopening it bought on Tuesday

Crude Oil trades near $83.50 on Thursday, ahead 2.52% and more than $3.00 above a session low just above $80.00 printed at 07:00 GMT. The final leg is the loud one, better than a dollar inside the twenty minutes before …

4 min read

Stocks Rally as Nvidia Earnings Boost AI Optimism

The S&P 500 Index ($SPX) (SPY) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.08%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +0.84%. E-mini S&P futures (ESU26) are up +0.30%, and…

7 min read

Fed’s Hammack says policy restrictiveness still needed

Cleveland Federal Reserve (Fed) President Beth Hammack said on Thursday on Fox Business that the job market is broadly in balance, while adding that “we need restrictiveness in policy.”

2 min read

The US Dollar Index sits still through two hawkish speeches

The US Dollar Index trades just above 99.00 on Thursday, unchanged on the session across a range of less than a fifth of a point. That sits roughly 2.6% beneath the June peak just under 102.00 and beneath a rolling 50-d…

7 min read

Gold edges higher as falling yields offset Fed hawkish talk

Gold (XAU/USD) drifts higher on Thursday, up 0.25% after US jobs data was solid, while the trade deficit widened the most since US President Donald Trump's “Liberation Day.” Also, falling US Treasury yields and muted pr…

5 min read

This Is Why Arthur Hayes Thinks AI Agents Need Their Own Money

Arthur Hayes has expanded his thesis for Flop Labs, an AI payment project he announced recently, arguing that AI agents need a form of money that can be exchanged directly for computing power rather than relying on doll…

3 min read