Weekly Outlook: Oct 27, 2025
Our Oct 27, 2025 forecast explores a full-throated “risk-on” rally ignited by a cooler-than-expected inflation report. We analyze how expectations for a Fed rate cut are fueling a surge in tech (NDX) and pulling bond yields (TNX) lower, all while strong earnings from companies like Ford (F) support the bull case.
Beyond Automation: The Rise of Judgmental AI in Corporate Finance
Automation made finance faster, but not wiser. The next frontier is Judgmental AI: technology that strengthens human decision-making by evaluating assumptions, detecting bias, and improving forecast confidence. The future of finance is cognitive collaboration between people and machines.
All About AI Bubbles & Overheating Gold
On this episode of Market Watch, Tony Nash, CEO of Complete Intelligence, joins the show to analyze recent market volatility. Topics include Wall Street’s negative reaction as Q3 earnings season kicks off and the significant 6% drop in gold prices following its recent all-time highs. Tune in for insights on these price movements and potential opportunities.
Weekly Outlook: Oct 20, 2025
Our Oct 20 newsletter explores a fragile but resilient market. Despite a mid-week panic in regional banks (XLF), the broad market (GSPC) was saved by a flight to quality. We analyze the stark divergence between underlying credit fears and the strength of high-quality earners like American Express (AXP).
Weekly Outlook: October 13, 2025
Renewed U.S.-China trade tensions triggered a sudden risk-off shock late Friday. Our Oct 13, 2025 forecast explores this shift, from the selloff in speculative assets like Bitcoin (BTC-USD) to the classic flight into safe-haven Gold ($GC) and the direct pressure on China’s currency ($CNY).
Stock take today: Fed signals more cuts amid divisions, yen weakens against SGD
Hairianto Diman and Syahida Othman speak with Tony Nash, Founder & CEO, Complete Intelligence
Two More Fed Rate Cuts Likely in 2025 US Equities
Tony Nash, CEO of Complete Intelligence, expects the US Feds to implement two more rate cuts before the end of the year. He cautions investors to be prudent when investing in AI technology stocks, noting that intracompany investments among these firms could lead to double-counted revenues.
Weekly Outlook: October 6, 2025
Our Oct 6, 2025 forecast explores how a U.S. government shutdown and the resulting data blackout are creating deep market uncertainty. We analyze the flight to safety seen in falling Treasury yields (^TYX), weakening industrial stocks (XLI), and a strengthening U.S. Dollar (DX-Y.NYB).
Preparing Corporate Finance for Real AI, Not Hype AI
Artificial Intelligence (AI) has become one of the most overhyped boardroom topics of the decade. For corporate finance leaders, the real challenge is cutting through the noise and deploying AI responsibly where it delivers measurable value.
Weekly Outlook: September 29, 2025
The market’s focus has snapped back to the reality of persistent inflation. Our Sep 29, 2025 forecast analyzes the concurrent moves higher in Crude Oil (CL=F), bond yields (^TNX), and energy stocks (XLE) as investors reposition for a “higher for longer” world.