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Browse our complete collection of financial news and analysis
Browse our complete collection of financial news and analysis
Browse our complete collection of financial news and analysis
Summary: Risk appetite returned on Friday as solid job gains and easing inflation expectations boosted confidence, with investors overlooking Iran-driven oil risks and betting economic resilience and AI momentum can sustain gains.
Silver’s recent rebound appears to reflect a shift in market expectations as signs emerge that Washington may be seeking an off-ramp from the 67-day conflict with Iran.
Japan appears increasingly willing to defend the yen against excessive weakness, but lasting currency gains typically require support from narrower rate differentials, Fed easing, or coordinated global action.
Alphabet, and Amazon shares rally following first-quarter earnings, thanks to the ongoing AI momentum, although Meta's capex shock tempered the mood, and crude oil pulled back from a four-year high.
Bank of Canada kept rates unchanged as war-driven energy inflation accelerated, mirroring global policy caution and intensifying focus on the Federal Reserve’s upcoming rate decision.
Gold defied safe-haven expectations during geopolitical tensions due to rising yields, a stronger dollar, and liquidation. With positioning reset and strong underlying demand, a rally may resume if macro headwinds ease.
Mixed labor signals and steady hiring trends, alongside geopolitical risks and inflation uncertainty, are likely to keep the Federal Reserve cautious and delay potential interest rate cuts.
U.S. futures declined as Iran tensions escalated and deal prospects dimmed, while mixed durable goods data added uncertainty, with investors closely watching upcoming inflation data and Federal Reserve signals.
The Fed chose to wait and watch how inflation plays out in the aftermath of the Middle East shock but remained optimistic of the economic momentum.
Economic data signals stagflation risks as inflation stays sticky and growth softens, while resilient labor markets complicate the Federal Reserve’s policy outlook.
Gold pauses after huge 2025 rally as stronger dollar, rising real yields and Fed pause expectations curb safe-haven demand despite Iran war.
U.S. February inflation expectations eased slightly, but oil price surge clouds outlook ahead of Fed meeting, keeping markets cautious.