Expert Insights

AI stocks tumble as Amazon, Alphabet and Intel face scrutiny over capex, free cash flow and returns. Is this another dot-com bubble or a valuation reset?

Gold falls below $4,000 as high real yields and AI financing risks reshape markets. See what is driving the selloff and whether a bear market is forming.

US inflation hit 3.7% and producer prices jumped 1.3% in September. Is stagflation the next market risk? What wages, energy and bond yields say. 

Chip stocks lost close to 10% in six sessions after one OpenAI revenue report, yet TSMC says AI demand still outruns supply. Is the AI chip boom slowing?

Rising rates, softer hiring and a stronger AI cycle shape the Q4 2026 market outlook, putting yields, oil, Japan and AI guidance in focus.

The Fed, ECB and BOJ all hiked, yet markets barely flinched. Is higher for longer the new global regime? What it means for yields, stocks, the yen and gold.

US CPI met expectations, yet Fed still raised rates. See how core CPI, PPI, oil and Treasury yields changed the inflation ans rate outlook. 

US NFP beat expectations in August, but markets remain focused on CPI. See what the jobs report, Fed policy and Treasury yields could mean for gold.

US Treasury yields remain high as term premium, fiscal risks and debt pressures rise. Could higher borrowing costs trigger a US debt crisis? 

US Treasury yields spiked as buybacks offered short relief, but debt pressure, AI capex and gold volatility keep bond stress in focus.