Market Update

Oil prices edged higher on Friday, but remained on track for their largest weekly decline since March 2023, as market concerns over supply disruptions from the Israel-Iran conflict dissipated. The absence of significant impact on global oil flows led to the evaporation of any risk premium that had previously supported …

French President Emmanuel Macron declared that Europe would counter a proposed 10% US tariff with equivalent levies on American firms. This bold stance highlights mounting friction between European leaders and the US, as markets reacted with the EUR/USD falling 0.18% to 1.1682. Macron’s warning signals Europe’s readiness to protect its …

Gold prices linger below $3,320, unable to capitalize on a weakened US Dollar and declining Treasury yields. Robust US economic data and looming Federal Reserve leadership changes introduce uncertainty, capping the metal’s upward momentum. This article explores why gold struggles to rally, what factors are at play, and what lies …

On June 26, 2025, the Banco de Mexico (Banxico) lowered its benchmark interest rate by 50 basis points to 8%, aligning with market expectations. The decision, however, saw dissent from Deputy Governor Jonathan Heath, who advocated maintaining rates at 8.5%. This cut reflects Banxico’s response to a complex economic landscape, …

U.S. Treasury yields fell on Thursday, with 10-year notes dropping to 4.258% from previous 4.292%. The decline followed reports that President Donald Trump is exploring replacements for Federal Reserve Chair Jerome Powell. This speculation has sparked concerns about a potential shift in monetary policy, unsettling markets. Yields fluctuated during the …

A potential shake-up in Federal Reserve leadership under President Donald Trump has sparked a surge in financial markets, raising questions about the future of U.S. monetary policy. Speculation about replacing Federal Reserve Chair Jerome Powell, whose term extends to May 2026, has fueled optimism for a more dovish approach, with …

US stocks continued their upward climb during Thursday’s trading session, with the S&P 500 rising approximately 0.4%, nearing record highs. Fueled by speculation about replacing Federal Reserve Chair Jerome Powell and positive economic data, the market saw robust gains.The tech-heavy Nasdaq Composite advanced by about 0.5%, outperforming its previous session, …

A Remarkable RecoveryAsian markets have staged a striking comeback from the turmoil of April 2025, shrugging off fears of a trade war sparked by U.S. tariffs. MSCI’s Asia equities index has surged 25% to a four-year high, while a regional currency gauge hit its strongest level since October. This rally, …

A Million Workers Short by 2030The semiconductor industry faces a critical shortage of skilled workers, with projections estimating a global deficit of one million professionals by 2030. In the US, the Semiconductor Industry Association forecasts a shortfall of 67,000 workers, while Europe could lack over 100,000 engineers, and the Asia-Pacific …

Dollar’s Decline Fuels EUR/USD RallyThe Euro has surged past 1.1700 against the US Dollar, reaching multi-year highs as the US Dollar Index (DXY) retreats to levels last seen in Q1 2022. Despite stronger-than-expected US economic data, such as weekly jobless claims and Durable Goods Orders, the Dollar faces headwinds. Concerns …