Latest Updates to Market Opinions & Analysis
Moore’s law: the famous rule of computing has reached the end of the road, so what comes next? - By Domenico Vicinanza, Anglia Ruskin University For half a century, computing advanced in a reassuring, predictable way. Transistors – devices used to switch electrical signals on a computer chip –… ...- Currency Speculators boost Australian Dollar bets to 58-Week High - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is updated… ...
Speculator Extremes: Steel, Palladium & Russell-2000 lead Bullish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on January 20th.… ...
AI-induced cultural stagnation is no longer speculation − it’s already happening - By Ahmed Elgammal, Rutgers University Generative AI was trained on centuries of art and writing produced by humans. But scientists and critics have wondered what would happen once AI became… ...
Companies are already using agentic AI to make decisions, but governance is lagging behind - By Murugan Anandarajan, Drexel University Businesses are acting fast to adopt agentic AI – artificial intelligence systems that work without human guidance – but have been much slower to put… ...- Despite its steep environmental costs, AI might also help save the planet - By Nir Kshetri, University of North Carolina – Greensboro The rapid growth of artificial intelligence has sharply increased electricity and water consumption, raising concerns about the technology’s environmental footprint and… ...
Currency Speculators bets improving for GBP, MXN and going bearish for JPY - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is updated… ...
Speculator Extremes: Steel, Palladium & EAFE MINI lead weekly Bullish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on January 13th.… ...
Week Ahead: USDJPY timebomb flirts near “danger zone” - By ForexTime JPY ↓ over 1% versus USD year-to-date Japan last intervened in July 2024, spending $36.8 billion US PCE + Japan CPI + BoJ = fresh volatility? Over past… ...
The Bull Market Is Ending - Source: Adrian Day (1/13/26) Global Analyst Adrian Day looks at the U.S. stock market and "the great rotation" underway. The Great Rotation in equities is underway, with the U.S. large-cap… ...
The CDNX as a Long-Cycle Signal, Not a Trading Index - Source: John Newell (1/6/26) John Newell of John Newell & Associates shares his thoughts on the CNDX and a few stocks he believes are worth looking into. The TSX Venture… ...
Google’s proposed data center in orbit will face issues with space debris in an already crowded orbit - By Mojtaba Akhavan-Tafti, University of Michigan The rapid expansion of artificial intelligence and cloud services has led to a massive demand for computing power. The surge has strained data infrastructure,… ...
Why 2026 could see the end of the Farm Bill era of American agriculture policy - By Christopher Neubert, Arizona State University and Kathleen Merrigan, Arizona State University With Congress back in session, legislators will take up a set of issues they haven’t comprehensively addressed since… ...
The battle over a global energy transition is on between petro-states and electro-states – here’s what to watch for in 2026 - By Jennifer Morgan, Tufts University Two years ago, countries around the world set a goal of “transitioning away from fossil fuels in energy systems in a just, orderly and equitable… ...
Can the US ‘run’ Venezuela? Military force can topple a dictator, but it cannot create political authority or legitimacy - By Monica Duffy Toft, Tufts University An image circulated over media the weekend of Jan. 3 and 4 was meant to convey dominance: Venezuela’s president, Nicolás Maduro, blindfolded and handcuffed… ...
Gold surges as Trump invades Venezuela - By ForexTime Gold ↑ 2% on mounting geopolitical tensions US invades Venezuela and captures it's president Ongoing Ukraine talks and US data could add to gold volatility Gold forecasted to… ...
Investor attention is focused on the commodities market following the situation in Venezuela - By JustMarkets The US stocks concluded the first session of the year with gains following volatile trading. At the close of Friday, the Dow Jones (US30) rose by 0.66% (-0.68%… ...
New materials, old physics – the science behind how your winter jacket keeps you warm - By Longji Cui, University of Colorado Boulder and Wan Xiong, University of Colorado Boulder As the weather grows cold this winter, you may be one of the many Americans pulling… ...
AI agents arrived in 2025 – here’s what happened and the challenges ahead in 2026 - By Thomas Şerban von Davier, Carnegie Mellon University In artificial intelligence, 2025 marked a decisive shift. Systems once confined to research labs and prototypes began to appear as everyday tools.… ...
Has the Fed fixed the economy yet? And other burning economic questions for 2026 - By D. Brian Blank, Mississippi State University and Brandy Hadley, Appalachian State University The U.S. economy heads into 2026 in an unusual place: Inflation is down from its peak in… ...
Rising electricity prices and an aging grid challenge the nation as data centers demand more power - By Barbara Kates-Garnick, Tufts University Everyone – politicians and the public – is talking about energy costs. In particular, they’re talking about data centers that drive artificial intelligence systems and… ...
The Annual Tax Loss Fire Sale: Ten Bargains for the New Year Bounce - Source: Dominic Frisby (12/24/25) Dominic Frisby of The Flying Frisby shares how you can profit from December's forced selling and why you need to be out by March. In Canada… ...
2025 Market Review: Tantrums, Tech, Conflict & Cuts - By ForexTime As another busy year in the financial markets comes to an end our Senior Market Analyst Lukman Otunuga talks a look at the major stories from 2025. This… ...
How rogue nations are capitalizing on gaps in crypto regulation to finance weapons programs - By Nolan Fahrenkopf, University at Albany, State University of New York Two years after Hamas attacked Israel on Oct. 7, 2023, families of the victims filed suit against Binance, a… ...
The US already faces a health care workforce shortage – immigration policy could make it worse - By Bedassa Tadesse, University of Minnesota Duluth As Americans gather for holiday celebrations, many will quietly thank the health care workers who keep their families and friends well: the ICU… ...
Humbling Hubris - Source: Michael Ballanger (12/16/25) Michael Ballanger of GGM Advisory Inc. shares some words of wisdom and his 2026 outlook. Originating in Greek mythology as a challenge to divine order, the… ...- Tariffs 101: What they are, who pays them, and why they matter now - By Kent Jones, Babson College The U.S. Supreme Court is currently reviewing a case to determine whether President Donald Trump’s global tariffs are legal. Until recently, tariffs rarely made headlines.… ...
Silver Hits Record High on Demand and Data - By RoboForex Analytical Department On Wednesday, silver surged past 66 USD per ounce, setting a new all-time high. The rally was driven by a mixed US employment report, which sparked… ...
US oil industry doesn’t see profit in Trump’s ‘pro-petroleum’ moves - By Skip York, Rice University As the Trump administration makes announcement after announcement about its efforts to promote the U.S. fossil fuel industry, the industry isn’t exactly jumping at new… ...
Whether Netflix or Paramount buys Warner Bros., entertainment oligopolies are back – bigger and more anticompetitive than ever - By Matthew Jordan, Penn State News of Netflix’s bid to buy Warner Bros. last week sent shock waves through the media ecosystem. The pending US$83 billion deal is being described… ...
Week Ahead: USDInd faces triple risk – NFP, CPI & ECB - By ForexTime USDInd ↓ 9% YTD, weakened against all G10 this year ECB expected to leave rates unchanged NFP + CPI + ECB = heightened volatility? Over past year… ...
The marketing genius of Spotify Wrapped - By Ishani Banerji, Clemson University Even before this year’s Spotify Wrapped dropped, I had a hunch what mine would reveal. Lo and behold, one of my most-listened-to songs was an… ...
What 38 million obituaries reveal about how Americans define a ‘life well lived’ - By Stylianos Syropoulos, Arizona State University; David Markowitz, Michigan State University, and Kyle Fiore Law, Arizona State University Obituaries preserve what families most want remembered about the people they cherish… ...- How keeping down borrowing costs for mortgages and other loans is built into the Fed’s ‘dual mandate’ - By Arabinda Basistha, West Virginia University What’s the point of monetary policy? For most of us, the main impact tends to be how much we have to pay to borrow… ...
- Netflix-Warner deal would drive streaming market further down the road of ‘Big 3’ domination - By David R. King, Florida State University When it comes to major U.S. industries, three tends to be the magic number. Historically, auto manufacturing was long dominated by Chrysler, Ford… ...
Week Ahead: Fed showdown to set market tone - By ForexTime Fed expected to cut rates for third time in 2025 Updated dot plot and economic projections in focus Trader’s pricing 27% chance of another cut by January… ...
A backlash against AI imagery in ads may have begun as brands promote ‘human-made’ - By Paul Harrison, Deakin University In a wave of new ads, brands like Heineken, Polaroid and Cadbury have started hating on artificial intelligence (AI), celebrating their work as “human-made”. But… ...
$2B Counter-Strike 2 crash exposes a legal black hole: Your digital investments aren’t really yours - By João Marinotti, Indiana University In late October 2025, as much as US$2 billion vanished from a digital marketplace. This wasn’t a hack or a bubble bursting. It happened because… ...
A bold new investment fund aims to channel billions into tropical forest protection – one key change can make it better - By Jason Gray, University of California, Los Angeles The world is losing vast swaths of forests to agriculture, logging, mining and fires every year — more than 20 million acres… ...
As AI leader Nvidia posts record results, Warren Buffett’s made a surprise bet on Google - By Cameron Shackell, The University of Queensland; Queensland University of Technology The world’s most valuable publicly listed company, US microchip maker Nvidia, has reported record $US57 billion revenue in the… ...
Yes, there is an AI investment bubble – here are three scenarios for how it could end - By Sergi Basco Booms and busts are a recurring feature of modern economics, but when an asset’s value becomes overinflated, a boom quickly becomes a bubble. The two most recent… ...
Renewable energy is cheaper and healthier – so why isn’t it replacing fossil fuels faster? - By Jay Gulledge, University of Notre Dame; University of Tennessee You might not know it from the headlines, but there is some good news about the global fight against climate… ...- Week Ahead: NAS100 braced for Nvidia showdown - By ForexTime NAS100 ↑ 19 % year-to-date Nvidia accounts for almost 15% of NAS100 weight Most valuable company in the world with $4.5 trillion valuation China exposure, data center and… ...
The rise and fall of globalisation: why the world’s next financial meltdown could be much worse with the US on the sidelines - By Steve Schifferes, City St George's, University of London This is the second in a two-part series. Read part one here. Globalisation has always had its critics – but until… ...- The rise and fall of globalisation: the battle to be top dog - By Steve Schifferes, City St George's, University of London This is the first in a two-part series. Read part two here. For nearly four centuries, the world economy has been… ...
- China’s new 5-year plan: A high-stakes bet on self-reliance that won’t fix an unbalanced economy - By Shaoyu Yuan, New York University; Rutgers University Every few years since 1953, the Chinese government has unveiled a new master strategy for its economy: the all-important five-year plan. For… ...
Airports Sound Alarm: New Strategy Targets Dangerous Drone Incursions - Source: Streetwise Reports (11/6/25) DroneShield Ltd. (DRO:ASX; DRSHF:OTC) is rolling out a new airport counter‑drone framework as incursions continue disrupting major aviation hubs. The company is partnering with SRI Group… ...
Analysts Boost Price Forecasts on 4 Metals - Source: Red Cloud Securities (11/4/25) Red Cloud Securities has a bullish outlook on gold, silver, copper and zinc now and through at least 2027, analysts noted in a thematic report.… ...
Gold Holds at October Lows Amid Shifting Rate Expectations - By RoboForex Analytical Department On Wednesday, gold traded around 3,940 USD per troy ounce, stabilising near its lowest levels since early October. The precious metal remains under pressure from a… ...
ERIC, TSM & AMX lead Latest Top Stocks Scored to our Watchlist - By InvestMacro Research The fourth quarter of 2025 is underway and earnings reports are coming in. I wanted to highlight some of the top companies that have been added to… ...
