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.
From Risk Mitigation to Value Creation: How AI is Reshaping Corporate Finance
Corporate finance is shifting from a defensive focus on compliance and risk mitigation to a strategic role in value creation. This white paper explores how AI and automation enable controllers and FP&A teams to move beyond manual rework and historical reporting, delivering foresight, agility, and decision support. Learn why boards’ risk concerns are best addressed through modular pilots, how continuous monitoring reduces remediation costs, and how rolling forecasts turn finance into a driver of business strategy.
September Rally Signals Strength In US Equities
The September rally in U.S. equities highlights the resilience of American markets despite economic uncertainties. Tony Nash explains why investor confidence remains strong, the factors driving stock performance, and whether this momentum can carry through the rest of the year.