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
A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears.…
Markets confront a synchronized hawkish turn: the Fed, ECB and BOJ are all tightening together for the first…
Markets shifted focus from earnings to macro as a blow‑out August jobs report (162k payrolls; 4.1% unemployment) lifted…
