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.

Alibaba Q1 FY27 Earnings Preview: Wall Street Is Overwhelmingly Bullish — Now AI and Cloud Have to Prove It

The market expects Alibaba's profitability to come under clear pressure this quarter, even as analyst ratings lean almost unanimously bullish. With the stock having rallied sharply in recent months, the real focus for traders isn't this quarter's numbers — it's whether AI and cloud can start turning heavy capex into growth the market can actually verify.

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.

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.

AMZN Q2 2026 Earnings Preview: AI Capex in Focus

The AMZN Q2 2026 earnings preview arrives under pressure: the company reports this Thursday, July 30, after market close, with the stock down 17% from its high and investors watching whether it holds its $200 billion capex plan following the scare Alphabet triggered last week. Consensus expects revenue near $197 billion, amid a cautious mood toward the AI infrastructure sector.

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.

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

Microsoft Q4 FY2026 Earnings Preview: AI Spending, Free Cash Flow, Guidance and the Key Levels That Could Move MSFT

Microsoft reports Q4 FY2026 earnings with investors focused on AI infrastructure spending, Azure growth, free cash flow, margins and FY2027 guidance. Here's what to watch, the options-implied move and the key technical levels for MSFT.

US Q2 Earnings Season: Beyond the Mag 7

AI is the real story. These three are also in focus.

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

Netflix Q2 Earnings Preview: Low Expectations, High Short Interest and a Potential Volatility Event

Netflix reports Q2 2026 earnings after the US close on Thursday. We look at the key numbers, options-implied move, investor sentiment, technical levels and where the biggest risks sit for traders.

US Earnings Season Preview: AI, the Magnificent Seven and the Next Market Test

The upcoming US earnings season begins after one of the strongest corporate reporting periods in recent years. Corporate America once again demonstrated remarkable growth, with more than three quarters of S&P 500 companies exceeding analysts’ earnings expectations and, importantly, doing so by a wider margin than historical averages. As general market commentary, this analysis is intended to provide context on current market developments and should not be regarded as investment advice or a recommendation to buy or sell any financial instrument. The strength of those surprises helped reinforce the equity rally, easing concerns that decelerating economic growth, elevated borrowing rates and inflation would materially weigh on corporate profitability.

Week Ahead Outlook: FOMC Minutes, RBNZ, SpaceX NASDAQ 100 Inclusion, SK Hynix and US Q2 Earnings

Markets enter a lighter week for macro data, with attention turning to FOMC minutes, the RBNZ policy decision, SpaceX and SK Hynix joining the NASDAQ 100, and the start of the US Q2 earnings season.