Top News and Analysis

An Explosive Start to 2026 – North American Session Market Wrap for January 5

January 5th 2026 North-American Session Recap – A smell of freedom makes all assets ecstatic as traders come back to their desks. Check up the Daily asset and FX performance, what changed fundamentally and what's coming up on Monday.

05-01-2026 21:31 GMT by Elior Manier

Stock Markets Cheer Newfound Freedom to Begin 2026 — US Index Outlook

Market Index Update: Traders return to a market shrugging off weak ISM data in favor of rate cut bets. We analyze the bullish sentiment fueled by the capture of Maduro and the return of "American Imperialism," while looking ahead to Friday's key report to confirm the risk-on vibe. You know what rhymes with USA? Freedom.

05-01-2026 19:08 GMT by Elior Manier

2026 US Dollar Forecast: How the Fed, Government Spending, and AI Will Drive Volatility

Heading into 2026, the US Dollar is set for a volatile, V-shaped year. Experts predict a dip in H1 as the Fed cuts rates, followed by a strong rebound in H2 driven by massive government spending and new trade tariffs. Dive into how the conflict between the Fed, the "One Big Beautiful Bill," and the $3T AI boom will determine the dollar's path. Analyze key risks like the AI crash and debt limit fight.

05-01-2026 16:34 GMT by Zain Vawda

Market Implications for Venezuela President Maduro's Capture – WTI Oil and Dow Jones to New Highs!

Geopolitical Shock: The US captures Venezuela's Maduro, sparking a broad rally in the Dollar, stocks, and commodities. We analyze the counter-intuitive Oil price action and the "crack spread" opportunity for US producers. Plus, a look at the geopolitical impact and Market outlook. Dow Jones is rising to new All-time highs!

05-01-2026 15:58 GMT by Elior Manier

Asian stock markets shrugged off Venezuela's impact, WTI crude sold off, Gold rallied towards resistance, and the US dollar remained below resistance

Asian markets opened 2026 with resilience, brushing off geopolitical shock from the US action in Venezuela. Japan’s Nikkei surged, while US stock indices held bullish momentum. Gold rallied on safe-haven demand but stalled near resistance, WTI crude slid on supply expectations, and the US dollar stayed capped below key resistance. Intraday technical setups highlight selective opportunities across stock indices, FX, gold, and oil.

05-01-2026 06:41 GMT by Kelvin Wong

A mixed US Stocks Session to begin 2026 – US Index Outlook

US Stock Market Update: Traders return to a distinct rotation from high-flying Tech into Defensive and Industrial sectors. With valuations stretched, capital favors the Dow over the Nasdaq as rate cuts aid traditional industries. We analyze the intra-session technicals for the major US indexes.

02-01-2026 18:07 GMT by Elior Manier

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Will the US Dollar make a comeback in 2026? DXY Outlook

US Dollar Outlook and Dollar Index (DXY) technical analysis: After a brutal 10% correction in 2025, the Greenback is flashing rebound signals. We analyze the structural drivers—from limited Treasury alternatives to low cash levels—that could spark a 2026 rally, alongside the risks of a politicized Fed.

02-01-2026 13:19 GMT by Elior Manier

Silver (XAG/USD): A major top or a correction before new highs?

Silver was the standout performer of 2025, surging 159% on the back of safe-haven demand and robust industrial use in solar, electronics, and data centres. While fears of a speculative bubble have resurfaced after a sharp late-December pullback, historical indicators suggest silver has not reached a major long-term top. Technical signals instead point to a multi-week corrective phase before the next potential leg higher.

02-01-2026 10:58 GMT by Kelvin Wong

Markets Today: FTSE 100 Breaches 10,000 Mark, Gold Rises 1.8% as UK House Prices Drop to 20-Month Lows

FTSE 100 makes history by breaching 10,000. Global equities and Asian tech stocks rally with strong fund flows, led by AI and chip companies. Meanwhile, UK house prices fall to a 20-month low. Precious metals surge on safe-haven buying and rate-cut expectations, as the US dollar starts 2026 with a small recovery after a difficult year.

02-01-2026 10:08 GMT by Zain Vawda

The Top Charts of 2025 – Happy New 2026 Year!

Best 2025 Charts: Volatility and trend definition led to a historic shift away from the US Dollar. We break down the top three assets of the year: Silver (+145%), Gold (+65%), and Alphabet, which dethroned Nvidia as the "King of Stocks." Plus, honorable mentions for the mining sector.

31-12-2025 19:29 GMT by Elior Manier

Markets Today: China PMI Beat, Gold Rally Extends Losses and Down 5% of for the Week, FTSE 100 Near All-Time Highs

Global stocks saw a slight dip on the final trading day of 2025, concluding a strong year. European markets achieved all-time highs, with banking and mining sectors leading the gains. Asian stocks remained steady, bolstered by a surge in South Korea's tech sector and China's manufacturing PMI unexpectedly returning to growth. Meanwhile, precious metals like gold and oil prices finished the week and year with sharp declines, while the US dollar recorded its biggest annual loss in eight years.

31-12-2025 11:03 GMT by Zain Vawda

Oil Prices Edger Higher on Geopolitics and Supply Concerns, Bulls Remain Cautious.

Analysis of oil prices’ recent edge higher despite cautious market sentiment. The article details geopolitical risks from Ukraine-Russia and Middle East tensions, the market's view that oversupply will limit high-end price movements, and the upcoming OPEC meeting as a potential catalyst. It also covers WTI technical analysis

30-12-2025 19:10 GMT by Zain Vawda

Top Economic and Geopolitical Themes to Watch for Markets and Traders in 2026

2025 Review & 2026 Economic Outlook: After a chaotic year defined by Trump's tariffs, 2026 brings new risks. We analyze the looming inflationary tug-of-war, the critical Fed Chair nomination, and geopolitical flashpoints. From the Supreme Court to the Strait of Hormuz, here is your roadmap.

30-12-2025 19:09 GMT by Elior Manier

Markets Today: Gold, Silver Eye a Recovery as Indices Hold the High Ground. FOMC Minutes Now in Focus

Asian stocks hold steady near year-end highs, while European shares pause after hitting records, on track for their best year since 2021. Spain's inflation rate slows to a four-month low. The US dollar is on track for its biggest annual drop in eight years, boosting the Euro and Pound. Gold prices bounce back on geopolitical fears. Market focus now shifts to the release of the FOMC minutes for policy clues.

30-12-2025 09:38 GMT by Zain Vawda

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The End of the Commodity Surge? – – North American session Market Wrap for December 29

December 29th North-American Session Recap – Metals are getting scared of heights. Check up the Daily asset and FX performance, what changed fundamentally and what's coming up on Monday.

29-12-2025 21:41 GMT by Elior Manier

Gold (XAU/USD) Price Slides 4.5%: Key Levels to Watch Moving Forward

Gold (XAU/USD) drops 4.5% due to profit-taking and receding geopolitical tensions. We analyze the technical outlook, key support levels ($4,321, $4,275), and the impact of the upcoming Fed meeting notes. Commodity markets as a whole have started the final week of 2025 on a sour note.

29-12-2025 16:26 GMT by Zain Vawda

Reflecting on the 2025 AI Stock Surge: Key Themes to Watch in 2026

2025 Market Review & 2026 Outlook: The "Debasement Trade" rewrote the playbook in 2025. We analyze the surge in metals and semiconductors, highlighting the divergence between Nvidia's dominance and Amazon's struggles. Looking to 2026, we explore the critical rotation from AI hardware to energy utilities.

29-12-2025 15:37 GMT by Elior Manier

Markets Today: Silver Slides 4.5%, Gold Down 1.5% as 2025 Winds Down as Trump Eyes Russia/Ukraine Peace Deal

Global markets react to major shifts: Precious metals like silver and gold slide due to US-Ukraine peace talks. The Bank of Japan raises its key interest rate to 0.75%, the highest in decades. Asia markets are mixed, while European stocks see small gains but defense sector falls. Oil prices rise on Middle East supply concerns.

29-12-2025 10:15 GMT by Zain Vawda

2026 FX Outlook: Improved global growth boosts weaker US dollar; EUR, AUD, and JPY top picks

Global FX markets in 2025 were shaped by a tug of war between “US exceptionalism” and “US debasement,” leaving the US dollar volatile and trendless. Looking into 2026, improving global growth, narrowing yield differentials, and rising US liquidity point to renewed downside risks for the dollar, with EUR, AUD and JPY emerging as the most attractive opportunities.

29-12-2025 05:51 GMT by Kelvin Wong

The Impact of US Tariffs on Precious Metals

The 2025 Metal Frenzy: A Year-End Wrap-Up and 2026 Outlook

2025 Metals Review & 2026 Outlook: A wild year of "Tariff Madness," AI frenzy, and Fed struggles drove Gold to $4,500 and Silver to records. We analyze the 5 themes of the "Debasement Trade" and provide Bull/Bear price forecasts for 2026 as the Supercycle intensifies. XAU/USD, XAG/USD, XPT/USD and other metals overview.

26-12-2025 17:16 GMT by Elior Manier