Weekly Outlook: August 25, 2025
August 24, 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.
CI Markets Weekly
Weekly, data-driven analysis of the key assets and macroeconomic themes shaping global markets, powered by the Complete Intelligence artificial intelligence platform, CI Markets.
Weekly Outlook: Jul 21, 2025
August 20, 2025
This week’s market outlook highlights gold’s rally, a bond market repricing, and Apple facing headwinds amid growth concerns.
Weekly Outlook: Aug 18, 2025
August 17, 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).
Weekly Outlook: August 11, 2025
August 10, 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).
Weekly Outlook: Aug 4, 2025
August 3, 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.
Weekly Outlook: July 28, 2025
July 27, 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.
Weekly Outlook: Jul 21, 2025
July 20, 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.
Weekly Outlook: Jul 14, 2025
July 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.
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