Nvidia Delivers
On this episode of Market Watch, Tony Nash, CEO of Complete Intelligence, joins the show to analyze recent US ADP employment data, ISM PMI results and the impact of the US government shutdown.
Weekly Outlook: Nov 17, 2025
Our Nov 17, 2025 forecast shows the market is rotating into the “Global Reflation Trade.” We analyze how a dovish Fed pivot could fuel a high-beta rally in Copper (HG=F), Silver (SLV), and Emerging Markets (EEM) as the next phase of the rally begins.
Weekly Outlook: Nov 10, 2025
Our Nov 10, 2025 forecast explores a market “flying blind” amid a government data blackout and a tech-led correction. We analyze the cautious, negative trend in NVIDIA (NVDA) and the S&P 500 (GSPC) as investors take profits and seek a hedge in traditional safe havens like Gold (GC=F) while awaiting a clearer economic picture.
Watch US Job Numbers Closely
On this episode of Market Watch, Tony Nash, CEO of Complete Intelligence, joins the show to analyze recent US ADP employment data, ISM PMI results and the impact of the US government shutdown.
Weekly Outlook: Nov 3, 2025
Our Nov 3, 2025 forecast explores a new “pro-trade” rally. We analyze how constructive geopolitical meetings are fueling a rise in Japanese equities (N225) and increasing demand for the US Dollar (DXY) for trade settlement, even as a separate supply shock pushes Crude Oil (CL=F) higher.
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).