The real opportunity in gold

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Gold's record-breaking rally has given way to a tug-of-war between shifting Fed expectations, cooling geopolitical tensions, and changing investor sentiment. Day-to-day swings continue as markets attempt to price an increasingly uncertain macro backdrop.

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The AI U-Turn

For months, Wall Street worried AI capex had gone too far. Now it's paying a premium to get long again.

Reality Denied

In today’s political climate, stating the obvious can sound like provocation...

Stocks rally on AI comeback while crude tumbles on US/Iran optimism - Newsquawk US Market Wrap

Oman and Iran are expected to make an announcement soon regarding the Strait of Hormuz; Qatari official says language had been drafted for a possible US-Iran deal; Iran weighs allowing Europe to clear mines in Strait of Hormuz; US JOLTS drop more than expected in June; US Factory Orders unexpectedly decline; US goods and services deficit narrows; Fed’s Paulson says she is keeping an open mind on the monetary policy outlook; PLTR earnings & guidance beat; Strong CAT earnings

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