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Market Analysis

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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Amazon: Is the E-commerce Giant Laying Blueprint for Fully Automated Fulfillment?
  • July 2, 2025

Amazon: Is the E-commerce Giant Laying Blueprint for Fully Automated Fulfillment?

The age of robotics is no longer a futuristic concept. Per a Wall Street Journal article entitled, Amazon (NASDAQ:AMZN) is on the cusp of using more robots than humans in its warehouses, Amazon now...

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  • July 1, 2025

Gold Prices Rise as US Dollar Weakens Amid Fed Rate Cut Expectations

Gold Rises on Persistent Safe-Haven Demand Gold prices (XAU/USD) rose by 1.07% for the second consecutive trading session. A weaker US dollar helped limit gold’s downside as fiscal concerns and trade...

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Markets Rotate Amid Central Bank Caution and Rising Trade Risks
  • July 1, 2025

Markets Rotate Amid Central Bank Caution and Rising Trade Risks

A sector rotation took centre stage in the US stock market on Tuesday, 1 July, as investors pulled out of mega-cap technology stocks. The Nasdaq 100 slid -0.90%, underperforming significantly, while...

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