Valuations have reached what even seasoned veterans quietly call “nosebleed territory." What momentum was built over the past six weeks can just as easily be taken away.

GBP/USD accelerated into the bearish side on Thursday, falling nearly eight-tenths of one percent and sending Cable bids into the 1.3300 handle for the first time since early August.

The USD/JPY pair extends the rally to around 153.05 during the early Asian session on Friday, bolstered by a firmer US dollar (USD).

AMD’s latest partnership with OpenAI is making big waves on Wall Street – and for good reason.

The EUR/USD tumbles below the 1.1600 figure, losing over 0.50% as the US Dollar extended its weekly rally, posting gains of more than 1.70% against a basket of six currencies, the DXY, sponsored by a risk-off mood.

The AI juggernaut, which is driving so much of the U.S. economy and the market's rise these days, increasingly appears to be in bubble territory.

The longer-term trend remains bullish. It is a matter of timing and risk.  

Watch for continued widening in high-yield credit spreads as both U.S. and European markets show signs of renewed stress.

Technical analysis on gold and silver.

September’s S&P Thematics Dashboard was led by strong performance across technology- and industrial metals-linked themes.