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Market Analysis

Can Stocks Hold Steady as Political Noise Clashes With Soft Data?
  • July 2, 2025

Can Stocks Hold Steady as Political Noise Clashes With Soft Data?

Maybe President Donald Trump caught a glimpse of the job numbers before even the release, I’m not sure, but he doesn’t seem happy with Chair Powell this afternoon; he renewed his calls for him to...

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A 'Stagnation Summer' Could Deepen the Fed’s Policy Dilemma
  • July 2, 2025

A 'Stagnation Summer' Could Deepen the Fed’s Policy Dilemma

The summer months should bring more clarity on how President Donald Trump’s economic policies are affecting the economy. More clarity is what the Fed wants before making further changes to interest...

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NFP Preview: Could We See the First Sub-100K Jobs Report of 2025?
  • July 2, 2025

NFP Preview: Could We See the First Sub-100K Jobs Report of 2025?

Leading indicators point to a below-expectations reading in this month’s NFP report, with headline job growth potentially coming in somewhere in the 75-125K range NFP Key Points NFP report...

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GBP/USD Faces More Pressure as UK Political Risks Cloud Outlook
  • July 2, 2025

GBP/USD Faces More Pressure as UK Political Risks Cloud Outlook

Wednesday's session wasn't as quiet as yesterday – Between a major Miss in ADP which initially sent markets lower (-33K vs 95K expected) and another turmoil in UK Politics sending GBP/USD down close...

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July Payrolls Face Tough Comparisons as Market Euphoria Peaks
  • July 2, 2025

July Payrolls Face Tough Comparisons as Market Euphoria Peaks

The upcoming Non-Farm Payrolls (NFP) report is set to be released tomorrow, with a consensus expectation of 110K, compared to the previous release of 139K. While this data is typically released on...

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US Stocks Point to Muted Reaction at the Open Despite Big ADP Jobs Miss
  • July 2, 2025

US Stocks Point to Muted Reaction at the Open Despite Big ADP Jobs Miss

This morning's ADP release was not enough to trigger large volatility in Markets. The data came in at -33K vs a consensus of 95K, a consequential miss that led to a subdued market reaction.US Equity...

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Do You Know Where Your Stock Earnings Come From? FX Matters
  • July 2, 2025

Do You Know Where Your Stock Earnings Come From? FX Matters

People have been mesmerized by the massive US stock market performance since the lows of April. Recently, the S&P 500 and the Nasdaq have also been outperforming previous high fliers such as...

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Think You Missed the AI Rally? These Grid-Backed Plays Are Just Getting Warmed Up
  • July 2, 2025

Think You Missed the AI Rally? These Grid-Backed Plays Are Just Getting Warmed Up

Part 1 of this article (Fueling AI Data Centers: Behind The Meter Solutions) explained how data centers are leveraging the abundance and relative affordability of natural gas to fuel Behind the...

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  • July 2, 2025

Eurozone Unemployment Ticks Up, but Tight Labour Market Keeps Pressure on ECB

The unemployment rate increased from 6.2% to 6.3% in May. This increase was mainly driven by a jump in unemployment in Italy, but overall, the labour market remains strong with significant shortages...

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US Dollar Under Pressure Amid Trump Push and Fed Cut Speculation
  • July 2, 2025

US Dollar Under Pressure Amid Trump Push and Fed Cut Speculation

Dollar slides as Powell sounds more dovish than expected Trump’s bill passes through Senate, pending final vote in House JOLTS job openings and ISM manufacturing PMI reveals some improvement Wall...

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Recent Posts

  • Can Stocks Hold Steady as Political Noise Clashes With Soft Data?
    July 2, 2025
  • A 'Stagnation Summer' Could Deepen the Fed’s Policy Dilemma
    July 2, 2025
  • NFP Preview: Could We See the First Sub-100K Jobs Report of 2025?
    July 2, 2025
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