The rapid rise of Broadcom and its counterparts in the AI era is no accident. While headlines often focus on the more visible front-end of AI, the true engine of this transformation lies in the underlying infrastructure. Broadcom has strategically positioned itself at the epicenter of this technological shift by …
Read More »Market Drivers – US Session: NFP In Focus
The financial world is holding its breath as the highly anticipated US Nonfarm Payrolls (NFP) report takes center stage. All eyes are on this crucial data as it’s expected to heavily influence the direction of the US Dollar and other major currencies.What to Watch on Friday, September 5:• US Dollar: …
Read More »Why Is Looming US Jobs Report Marking A Fed’s Moment of Truth?
The upcoming release of the August nonfarm payrolls report is a pivotal moment for the US economy, as it could force the Federal Reserve to confront a difficult reality. For months, the labor market has shown signs of a gradual slowdown, but the latest data suggests this trend may be …
Read More »US Services Surge Meets Dollar Dip: Real Strength or False Hope?
The recent surge in the U.S. services sector presents a puzzling picture. On the surface, the ISM Services PMI for August 2025, which climbed to a six-month high of 52.0, suggests a robust and resilient economy. This headline number, along with strong gains in business activity and new orders, paints …
Read More »Countdown to Crisis: U.S. Faces Looming Government Shutdown
The United States is once again staring down the barrel of a government shutdown as the clock ticks toward September 30, 2025, the end of the fiscal year. Unless Congress can reach a funding deal, the federal government will partially close its doors on October 1, triggering furloughs for thousands …
Read More »Nvidia’s Dip Signals Broader Chip Sector Risks – Is AI Boom at Crossroads?
Nvidia’s stock fell 0.09% to $170.62, triggering a broader sell-off in the semiconductor sector, with the Philadelphia Semiconductor Index (SOX) dropping about 1%. Concerns over Nvidia’s ability to meet demand for its H100, H200, and Blackwell GPUs, despite the company’s dismissal of supply chain issues, have rattled investors. This volatility, …
Read More »Gold and Silver Surge as Labor Market Falters As Dollar Faces Mounting Pressure
Gold soared to $3,559.26 per troy ounce, up 0.73%, on September 3, 2025, hitting record highs after the U.S. JOLTS report revealed a steep drop to 7.181 million job openings in July, below the forecasted 7.4 million. The U.S. Dollar Index (DXY) slid 0.20% to 98.11, weakening against major currencies …
Read More »US Labor Market Weakness Fuels Dollar’s Decline – A Fed Reckoning Looms
The U.S. Dollar Index (DXY) fell 0.18% to 98.126 on September 3, 2025, retreating from a daily high of 98.635 as the JOLTS report revealed a sharp drop to 7.18 million job openings, missing expectations of 7.4 million. This labor market stumble, the weakest since the pandemic, intensified pressure on …
Read More »Recent JOLTS Explained: Could Fed Ignore US Labor Market’s Alerts Any Longer?
The U.S. Dollar Index (DXY) took a hit on September 3, 2025, sliding 0.18% to 98.126 after the JOLTS report revealed a stark drop to 7.18 million job openings in July, missing market expectations of 7.4 million. This marked the lowest level since the pandemic, triggering a swift sell-off as …
Read More »Miran’s Nomination: Will Political Picks Derail Fed’s Fight for Economic Stability?
The Federal Reserve circumnavigates a stormy economic landscape as tariffs fuel inflation and political pressures test its independence. Stephen Miran, President Donald Trump’s nominee for a Fed Governor seat, vows to uphold the central bank’s autonomy if confirmed. Yet, his past missteps, like misstating the Fed’s mandate, raise doubts about …
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