Daily Market Outlook - Thursday, Sep. 11
US and European futures showed limited appetite for directional trade overnight, ahead of the highly anticipated US inflation report scheduled for today.
Oracle Puts The AI Infrastructure Trade Back In Action
Oracle’s remaining performance obligation (RPO)—a metric that captures contracted but not yet recognized revenue- surged to $455 billion (+359% YoY) after Oracle signed four multibillion-dollar contracts during the quarter.
It’s A Matter Of Trust...
Compared to almost all other assets, precious metals are the undisputed stars, not only this year, but also over the last five, the last ten, and even more years.
Gold Rising, US Dollar Falling
In 2025, gold has been rising as the US Dollar weakens and interest rates fall.
