Weekly Outlook: August 25, 2025
The Fed’s dovish pivot at Jackson Hole has ignited a market rally. Our Aug 25, 2025 outlook shows bullish forecasts for the S&P 500, growth stocks like SNOW, and Copper.
August 24, 2025
Weekly Outlook: Jul 21, 2025
This week’s market outlook highlights gold’s rally, a bond market repricing, and Apple facing headwinds amid growth concerns.
August 20, 2025
Weekly Outlook: Aug 18, 2025
A fractured market outlook for Aug 18, 2025. We analyze three competing trends: the flight from China (^HSI), the search for safety (XLP), and the hunt for AI growth (XLK).
August 17, 2025
Weekly Outlook: August 11, 2025
The market is telling different stories this week. Our Weekly Outlook explores a NASDAQ rebound, crude oil’s (WTI) search for a floor, and a widening US-Europe divide (EURUSD).
August 10, 2025
Weekly Outlook: Aug 4, 2025
Is a global slowdown imminent? Our analysis of risk-off signals in Copper, the German DAX, and U.S. financials provides a data-driven forecast.
August 3, 2025
Weekly Outlook: July 28, 2025
The focus of global markets is shifting this week. While U.S. data remains important, the most significant catalysts are now emerging from abroad.
July 27, 2025
Weekly Outlook: Jul 21, 2025
As inflation worries ease, markets are turning to new concerns: global growth risks and company-specific fundamentals. This week, we explore a flight to safety driving gold higher, a bond market signaling a major shift in rate expectations, and headwinds facing Apple amid supply chain strains. Our analysis highlights why investors need a more selective and nuanced approach in today’s evolving landscape.
July 20, 2025
Weekly Outlook: Jul 14, 2025
This week’s markets reflect sharp divergences across equities, currencies, and commodities. We examine S&P 500 consolidation ahead of earnings, a decisive EUR/USD move driven by central bank policy gaps, and WTI crude’s renewed climb on strong demand and geopolitical risk. With no single dominant theme, success now requires a granular focus on asset-specific drivers.
July 14, 2025