James Stanley

Is it a bubble or just a mania? While AI holds a lot of promise the valuations are becoming untethered from historical norms but that doesn’t necessarily mean that prices need to come down.

Is it a bubble or just a mania? While AI holds a lot of promise the valuations are becoming untethered from historical norms but that doesn’t necessarily mean that prices need to come down.

It was a shocking sell-off and a surprising dual intervention three weeks ago. But with US inflation high and Japanese inflation low, the fundamental bias in the pair has continued to bring in bulls at higher-lows. This sets the stage for a showdown between markets and policymakers in the coming weeks.

The Gold breakout continues to digest but the bigger move today is an alternative market as Bitcoin is working on its strongest daily outing in two months.

This was a wide-ranging session that followed a support test in the S&P 500 as an ongoing theme, as climbing bond yields put the world a little more on edge.

It was a busy morning as a surprise announcement of increased Treasury buybacks sent yields down which had a reverberative effect across many macro markets, USD/JPY included.

The delayed fuse between BTC/USD and Gold was lit this week and BTC/USD is now working on its strongest week since last September with a current 14.2% gain.

Bears have continued to sell rips in equities over the past week and despite being just 2% away from all-time-highs set last week, there’s apparent growing pessimism across the equity space.

The US Dollar set a fresh lower-low and then stalled as rate markets continue to harbor the expectation that the Fed will hike later this year. But…

Gold prices continued to jump last week and with the US Treasury playing defense in a debt spiral situation it seems unlikely that austerity and fi…