Following a 50 basis point rate cut, the S&P 500 hit record highs, and Gold rallied to all-time highs.
At current levels, the index’s valuation of 21 times forward earnings is significantly higher than the long-term average. However, near-term momentum is bullish for markets
Markets closed a volatile week lower as oil, inflation fears, and mega-cap tech earnings collided. Brent crude swung…
Oil spiked 10-14% as US-Iran strikes intensified Hormuz tensions, while soft CPI/PPI data eased Treasury yields but left…
Geopolitics dictated market tone last week as Hormuz-linked oil volatility, a hawkish Fed tilt, and rising yields tested…
