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Updated: 45 min 44 sec ago

Fed "Musical" Chairs

Wed, 02/04/2026 - 06:00
Don't expect Kevin Warsh, or anyone else, to have any material effect on nature of the Federal Reserve or its mission.

January Ends With Perceived Renewed Stability For The US Dollar

Wed, 02/04/2026 - 05:45
The first capital markets’ month of 2026 is now complete but the proposed appointment of the new Fed Chair changed a lot of the monthly returns significantly in just one day of trading.

Two Trades To Watch: EUR/USD, FTSE 100 Forecast - Wednesday, Feb. 4

Wed, 02/04/2026 - 05:30
FTSE 100 reaches a record high, boosted by oil majors and miners.

Bitcoin Has Plummeted To A 14-Month Low

Wed, 02/04/2026 - 05:30
In early February, Bitcoin declined to $72,800, reaching its lowest level since November 2024 amid an increase in forced liquidations of leveraged positions and accelerating capital outflows.

Daily Market Outlook - Wednesday, Feb. 4

Wed, 02/04/2026 - 05:15
Software stocks across Asia, from India to Japan, took a hit as concerns mounted over how advancements in artificial intelligence could disrupt traditional business models, echoing the declines seen in their U.S. counterparts.

Pound Sterling Extends Gains As BoE Looks Set To Keep Rates On Hold

Wed, 02/04/2026 - 05:00
The Pound Sterling rises against its peers on expectations that the BoE will hold interest rates steady on Thursday.

Median Household Income In December 2025

Wed, 02/04/2026 - 04:45
The initial estimate of the U.S. median household income for December 2025 is $86,820.

S&P 500 Analysis: S&P 500 Drops From The Ceiling

Wed, 02/04/2026 - 04:30
The S&P 500 continues to see the 7,000 level as a major ceiling in the market, as we are waiting to see whether we can get a daily close above that level.

FX Daily: Data Can Trigger New Leg Up In USD

Wed, 02/04/2026 - 04:15
Our view for this week remains that data has the most potential to steer USD crosses, and today’s busy US calendar offers a couple of opportunities.

The 4-Year Cycle: Will Gold Rise Even Further?

Wed, 02/04/2026 - 04:00
The current year, 2026, is a so-called midterm election year. For stocks, it is the weakest year in the four-year cycle.

ISM Manufacturing Supports Reflationary Forecasts

Wed, 02/04/2026 - 03:50
Over the last couple of weeks, we have shared evidence that supports the reflationary narrative and some that defies it.

Sensex Today Trades Marginally Higher; Nifty Above 25,750

Wed, 02/04/2026 - 03:41
Indian share markets are trading marginally higher, with the Sensex trading 90 points higher, and the Nifty is trading 52 points higher.

Yen Weak, Dollar Soft, Risk Cautiously On

Wed, 02/04/2026 - 03:30
Markets open with the yen under pressure on the Japan election and stimulus risks.

EUR/USD Forex Signal: Set To Rebound Ahead Of European Inflation Data

Wed, 02/04/2026 - 03:20
The EUR/USD exchange rate remained under pressure on Wednesday morning as traders waited for the upcoming European inflation data and ECB interest rate decision.

Intraday Analysis - Wednesday, Feb. 4

Wed, 02/04/2026 - 03:10
Oil maintains its bearish stance after the recent sell-off.

Rates Spark: Ever Tighter Spreads For Italian Debt

Wed, 02/04/2026 - 02:17
Spreads between 10Y Italian and German bonds are at the tightest since 2008, helped by benign carry conditions. But we may hit a limit, as Italy still faces high debt levels.

Is Palantir A Top Tech Pick For 2026 After Strong Q4 Results & Guidance?

Wed, 02/04/2026 - 01:50
Spiking nearly +7% in Tuesday’s trading session, Palantir Technologies stock made headlines after delivering a blowout Q4 report yesterday evening.

USD/CAD Price Forecast: Seems Vulnerable Below Mid-1.3600s As Traders Await US Data

Wed, 02/04/2026 - 01:25
The USD/CAD pair turns lower for the second straight day and trades below mid-1.3600s through the early European session on Wednesday, though the downtick lacks bearish conviction amid mixed cues

Nasdaq 100 Elliott Wave Daily Update - Tuesday, Feb 3

Wed, 02/04/2026 - 01:00
The Nasdaq 100 faced a "funky" session as a midday drop in futures clashed with a resilient cash market. While Apple surged above $271 due to heavy dealer hedging, AMD's record earnings beat was met with an -8% after-hours slide...

Gold Likely To Crush US Real Estate For Years To Come

Wed, 02/04/2026 - 00:35
We'll review a few ratio charts that compare the gold price to various measures of housing in the US. Despite the housing devastation during the Global Financial Crisis, the old axiom that you can never go wrong buying a house persists.

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