Bitcoin and Ethereum ignited a fresh wave of bullish momentum after decisive breakouts that caught bearish traders off guard, wiping out nearly $700 million in leveraged short positions across crypto derivatives markets. Bitcoin surged through the long-standing $95,000 resistance, climbing as high as $97,800 during U.S. trading hours and posting a 3.5% gain in just […]
This is a period in which the global economy appears to be moving toward a “cold war” in commodities and, quite possibly, toward a new Supercycle—one not seen since the early 2000s. While the US continues to project its military and political power through actions, threats, and tariffs, China is steadily imposing restrictions on key […]
The U.S. dollar regained momentum in early Asian trading on Wednesday, stabilizing near a one-month high after inflation data reinforced expectations that the Federal Reserve will keep interest rates unchanged this month. The rebound came despite heightened political pressure on the central bank, as global policymakers and Wall Street leaders publicly rallied behind Federal Reserve […]
Over the past several weeks, the USD had experienced a series of modest appreciation sessions, clearly visible against both the Euro and the Swiss Franc. This move unfolded within a persistently low-volatility environment, which has kept the USD Index trading broadly sideways throughout the entirety of H2 2025, following a pronounced depreciation in the first […]
The global currency and precious metals markets sent a clear signal this week: confidence in the U.S. dollar is weakening, while demand for gold as a safe-haven asset is accelerating. As political pressure on the Federal Reserve intensified and geopolitical risks resurfaced, traders rotated away from the greenback and into hard assets, pushing gold to […]
Last week opened with a geopolitical shock, and the coming week appears set to follow a similar trajectory. Political unrest in Iran has affected another major oil producer that is operationally more significant than Venezuela. Despite this, crude and Brent oil prices have continued to trade near historically depressed levels, broadly consistent with the lower […]
Just over a month ago, we focused our attention on silver (here), highlighting its growth potential when it was still trading around $53. In particular, we emphasized the metal’s structural production deficit: for several years now, global demand has consistently exceeded actual supply. This naturally raises the question of what has driven such a sharp—and […]
The cryptocurrency market showed mixed movement on January 12, with Bitcoin (BTC) and Ethereum (ETH) holding steady and select altcoins outperforming amid sideways price action and cautious sentiment across digital assets. According to market data, Bitcoin traded slightly above key psychological levels, showing renewed stability after recent volatility. Meanwhile, Ethereum demonstrated measured gains, with strong […]
With each passing day, the focus for the coming months appears to be increasingly shifting toward companies within the industrial and defense complex—names that investors will likely need to become familiar with in the near future. As recently as Wednesday, January 7, Trump proposed a 2027 federal budget of USD 1.5 trillion, implying an increase […]
If we combine the relative strength of the euro with the structural weakness of the Japanese yen, we identify the FX cross in which the currency of the Land of the Rising Sun has depreciated the most against one of the three major global currencies. The primary driver, among the various macroeconomic factors influencing a […]
