
Gold Outlook: Price Clears $4,600 — Geopolitics, PCE, and Warsh's Speech in Focus
Gold surged 5.2% last week, clearing $4,600 and hitting a three-month high. The U.S. Treasury's expansion of medium- and long-term bond buybacks, combined with a weaker dollar and growing concerns about U.S. fiscal discipline, drove gold through resistance that had held for several months. This week, geopolitical developments, July PCE, and Warsh's address at Jackson Hole are the three key variables that will determine whether the rally can hold.

Anthropic's IPO Looms: Can a $2 Trillion Valuation Survive the Profitability Test?
Anthropic's IPO is entering its countdown phase and could become a key litmus test for AI sector valuations. Can rapid growth and a single quarter of profitability offset sky-high compute costs? Q3 and Q4 earnings performance will be the key to validating the $2 trillion price tag.

Oil Price Outlook: Brent Eyes $100 as Iran Sanctions Put Weekend Gap Risk in Focus
Brent crude has pushed firmly above $94 as momentum builds and traders turn their attention to weekend gap risk. With Scott Bessent set to detail what he has called the “toughest sanctions in history” against Iran on Monday, the key question is whether targeting Iran's economy and its crude buyers ultimately removes supply and pushes Brent towards $100.

Gold Outlook: Bulls Target $4,400 Again — Jackson Hole Is the Real Test
Gold rose for a second consecutive week, with cooling inflation and central bank buying continuing to provide support — but geopolitical turbulence kept $4,400–$4,450 firmly in play as a key resistance zone. As September rate-hike expectations ease, market attention is shifting to the FOMC minutes and the Jackson Hole symposium, where Warsh's policy remarks could prove pivotal for gold's next move.

Unitree IPO: Perpetual CFD Market Points to a 292% Gain
Unitree’s IPO was more than 8,000x subscribed online, attracting CNY8.1tn of retail bids. Pre-IPO Perpetual CFD pricing now implies a 292% gain from the IPO price.

Gold Outlook: Bulls Break the Stalemate — CPI To Decide Whether the Rally Has Legs
Gold has broken out of a six-week range and cleared $4,300. Easing geopolitical tensions have taken some of the heat out of inflation fears, while a weak jobs report has further dented September rate-hike expectations — leaving gold's bullish momentum noticeably stronger. This week's July CPI will be the key test, and could determine whether the rally has room to run.

Unitree IPO: Valuation, Timeline and Pepperstone's Pre-IPO Perp CFD
Explore the Unitree IPO, including its valuation, business model, listing timeline and how Pepperstone's pre-IPO market allows traders to speculate before listing.

USDJPY Slides to 155: FX Intervention Lifts the Yen, but Rate Differentials Remain the Key Headwind
The yen has staged a strong rebound, with USDJPY falling from around 164 to the 155 region as markets reassess the impact of FX intervention. Still, tension remains between short-term policy action and longer-term fundamentals, and USDJPY's future direction will hinge largely on shifts in the US-Japan rate differential and signals from the two central banks.

Gold Outlook: Fed Holds, Hawks Speak Up — All Eyes on Payrolls
The Fed's biggest internal split since 2016 still left the rate path frustratingly unclear. Gold has been grinding between $4,000 and $4,200 for weeks, caught between rate expectations, dollar moves, and geopolitical headlines. This week, U.S.-Iran talks and Friday's nonfarm payrolls report could finally give the market something to trade.

Palantir Q2 2026 Earnings Preview: Commercial Sales Hold the Key to the Stock’s Next Move
Palantir Technologies PLTR is set to report its second-quarter 2026 financial results Monday after the close of the US trading session, in what is shaping up to be one of the most watched events of this earnings season.

HSI Leads the Global Pack: Chinese AI Repricing Drives the Rally, Earnings and Policy Hold the Key
The Hang Seng Index (HSI) has led major global benchmarks since late June, with the repricing of Chinese AI assets serving as a key driver. With earnings season approaching, whether AI profitability materializes and how the policy backdrop evolves may prove decisive for whether this rally can be sustained.

Meta Faces a Tough Test: Strong Earnings Alone May Not Be Enough

Gold Outlook: July FOMC Goes Live — All Eyes on Oil and Warsh
A pause in U.S.-Iran hostilities has pulled oil prices off their highs, but market expectations for a July Fed rate hike have picked up sharply. Gold remains rangebound, caught between shifting geopolitical dynamics and an increasingly uncertain rate path. This week, progress in Middle East talks, the Fed's rate decision, and Warsh's press conference could together determine whether gold can break out of its recent range.

Three ways to trade SpaceX: SPCX.US, SPCX.US-24 and SPCX.US-PERP CFDs explained
SpaceX (Nasdaq: SPCX), known for its reusable rockets and the Starlink satellite network, is one of the world's most-watched companies. With Pepperstone, you can take a position on its share price via three symbols: SPCX.US, SPCX.US-24 and SPCX.US-PERP.

US Q2 Earnings Season: Beyond the Mag 7
The Mag 7 dominates earnings season in the past, but something has shifted. The market is no longer asking whether AI demand is real. It's asking who's winning, who's losing, and how much upside is already priced in.

China Is Sending a Message, and the CXMT IPO Is Leading the Charge

China Is Sending a Message, and the CXMT IPO Is Leading the Charge
The CXMT IPO, Kimi K3 and Beijing's push to restore confidence in Chinese equities could mark the start of a new AI investment cycle.

Alphabet Q2 Earnings Preview: Cloud and Capex Take Center Stage
Alphabet reports second-quarter 2026 results tomorrow, and the market arrives with demanding but achievable expectations. Consensus points to earnings per share of US$3.2 and revenue near US$101 billion, a year-over-year gain of around 25%, driven by Google Cloud growth of roughly 64% and a Search business holding firm against generative AI competition. The central focus of the print, however, will be capex and how much clarity the company offers on 2027.