Insatiable appetite for AI and gold
With little surprise, major US indices went on to print fresh all-time highs yesterday, again fueled by technology and AI. In fresh news, Elon Musk’s …
October 9, 2025
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The Bubble Talk
Investors took a breather from buying US stocks yesterday, near all-time highs, as a report showing Oracle’s profit margins were much lower than expected dampened …
October 8, 2025
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AI booms, politics burst
Forget about the US government shutdown, the French political chaos, or the new Japanese PM whom many are comparing to Margaret Thatcher and Shinzo Abe. …
October 7, 2025
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Japan steals the show as US shutdown delays critical data
The week kicked off on a positive note in Japan after the ruling LDP chose Sanae Takaichi as its next leader — she is now …
October 6, 2025
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AI bulls couldn’t care less about US shutdown
Yesterday was yet another day investors swung between political shenanigans in the US and AI hype. Mood was not necessarily great in the early hours …
October 3, 2025
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Gloom never looked so good
The US government remains shut, which means the BLS will likely not release the September jobs report this Friday. Yesterday’s ADP numbers, however, injected a …
October 2, 2025
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