News & analysis
Market insights from our research desk
Daily market commentary, trade ideas and macro analysis written by professional traders.
Fed holds rates steady — what it means for USD pairs
The Federal Reserve kept its benchmark rate unchanged at its June meeting, citing persistent core inflation and a resilient labour market. Here's what traders should watch next.
Gold near record highs: is XAU/USD set for $2,500?
Bullion is consolidating near multi-year highs as central bank demand and risk-off sentiment converge. We break down the key levels to watch.
NVIDIA crosses $3T: what the AI trade means for tech stocks
NVDA's market cap milestone reflects not just one company's success but a broader market thesis on AI infrastructure. Is the trade extended or just getting started?
Bitcoin ETF inflows hit $2B in a single week
Institutional interest in spot Bitcoin ETFs accelerated last week, pushing BTC to its highest level since March. On-chain data paints a constructive picture.
GBP/USD: UK CPI surprise opens door to BoE cut
UK inflation fell sharper than expected in May, raising the probability of a Bank of England rate cut at its August meeting — and weakening sterling across the board.
S&P 500 at 5,500: stretched or sustainable?
US equities have extended their 2026 rally with the S&P 500 approaching all-time highs. We look at valuations, seasonality and positioning.