Inflation cooling has dampened expectations of a Fed rate hike, prompting Wall Street to welcome a rebound in tech stocks.

By: keiko

Global equities are poised for a third consecutive week of gains as investors return to artificial intelligence-related trades, while easing U.S. inflation has bolstered market hopes that the Federal Reserve will hold off on raising interest rates. The MSCI Asia-Pacific Index rose 0.3% on Friday, pushing the global all-country index toward its longest weekly winning […]

The Fed urgently needs to shift its rate-hiking outlook as pressure on the U.S. Treasury market has become immediate and pressing.

By: keiko

Last night’s $42 billion auction of 10-year U.S. Treasuries yielded the highest return for the benchmark security since 2007, drawing strong interest from investors demanding greater compensation to fund the U.S. government. On Wednesday, Treasury yields reached 4.683%, the highest level since the global financial crisis, slightly above pre-bidding market levels—indicating demand was just below […]

CPI to be released tonight, gold awaits chance to test 4500

By: keiko

Traders weighed the prospects of an agreement to reopen the Strait of Hormuz while awaiting tonight’s CPI data release, sending gold prices higher. Gold surged as much as 1.1%, returning above $4,400 per ounce after falling from a two-month high the previous day. Pakistan’s defense minister said that despite both the U.S. and Iran appearing […]

Weaker-than-expected nonfarm data dampens rate hike expectations, pushing gold above $4,300.

By: keiko

Gold prices held steady above $4,300 per ounce as investors assessed an unexpected contraction in the U.S. labor market, easing concerns over potential interest rate hikes. Despite profit-taking by traders on Monday, gold remained firmly above its 50-day moving average. Last week, gold surged more than 7%, marking its largest weekly gain since late January. […]

U.S. mortgage rates hit a three-month high amid elevated long-end interest rates

By: keiko

U.S. mortgage rates reached their highest level of the year, intensifying concerns over inflation, driven by ongoing tensions in Iran and the Federal Reserve’s decision to keep borrowing costs stable. Freddie Mac said Thursday that the average rate on 30-year fixed-rate mortgages rose to 6.69% from 6.66% the previous week—the highest since July 31, 2025, […]

Gold returns to 4,300, Strait Agreement 2.0 on the verge of launch

By: keiko

Gold prices extended their biggest gain in six months as signs of the reopening of the Strait of Hormuz eased pressure on energy markets from expected Federal Reserve rate hikes. Gold prices surged 1.3%, briefly surpassing $4,300 per ounce, after rising 4.1% in the previous trading session—the largest gain since February 3. Iran said it […]

Strait Agreement 2.0 – Another 60-Day Deal

By: keiko

The prospect of a temporary deal focused on the Strait of Hormuz has gained more support after Qatar indicated it had drafted a proposal, and both U.S. and Iranian officials expressed optimism about reopening this vital waterway. According to the Qatari government, U.S. President Donald Trump spoke by phone on Tuesday with Qatar’s Emir Sheikh […]

The U.S. is helping Japan intervene in exchange rates, actually to maintain U.S. Treasury yields.

By: keiko

Wall Street institutional analysts believe that helping Japan pull the yen back from its lowest level in nearly four decades involves significant U.S. interests. Similar to last year’s situation with Argentina, part of the reason may be Trump’s support for another conservative leader—Japan’s Prime Minister Sanae Takaichi, whose recent poll ratings have declined. The U.S. […]

Corporate financial reports show that AI capital expenditures remain strong.

By: keiko

Companies such as Amazon, Microsoft, and Alphabet are actively advancing their spending plans in the field of artificial intelligence, once again demonstrating strong demand for chips and related equipment—offering a glimmer of hope for an industry that has recently suffered significant setbacks. Amazon raised its full-year capital expenditure forecast on Thursday from the previous $200 […]