Opinions & Analysis

Latest Updates to Market Opinions & Analysis

Speculators add to Japanese & European Bets while US Dollar & Commodity Currencies Bets Slide - 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: Yen, Live Cattle, Steel & Silver lead weekly 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 March 25th.… ...
High soybean prices in Zambia and Malawi may make chicken costly too: lack of competition is to blame - By Arthur Khomotso Mahuma, University of Johannesburg and Namhla Landani, University of Johannesburg Poultry is one of the cheapest protein sources for the growing population of the east and southern… ...
Week Ahead: EURUSD braces for Trump tariffs, EU inflation, US jobs report - By ForexTime EURUSD up over 4% so far in March 2025; set for biggest monthly gain since Nov. 2022 Apr 1: Eurozone’s March CPI could offer mixed readings for EURUSD… ...
Technical Indicators Signal Major Breakout Potential Despite Recent Price Dip - Source: Clive Maund (3/27/25) Technical Analyst Clive Maund explains why he thinks it now may be the time to buy or add positions of Armory Mining Corp.'s (ARMY:CSE; RMRYF:OTC; J2S:FRA).… ...
CN50 index sensitive to flood of earnings this week - By ForexTime 34% of CN50 members reporting earnings this week. Earnings by BYD and China Merchants Bank helped support CN50 above 21-day SMA. 24% of CN50 members left to report… ...
Duterte’s rendition, PH political turmoil and the ICC’s dilemma - By Dan Steinbock On Thursday, the Philippines saw hours of political drama that left masses of Filipinos angry and ICC observers perplexed. The Duterte rendition could have long-lasting, adverse consequences… ...
Museums have tons of data, and AI could make it more accessible − but standardizing and organizing it across fields won’t be easy - By Bradley Wade Bishop, University of Tennessee Ice cores in freezers, dinosaurs on display, fish in jars, birds in boxes, human remains and ancient artifacts from long gone civilizations that… ...
Golden Milestone - Source: Michael Ballanger (3/17/25) Michael Ballanger of GGM Advisory Inc. takes a look at gold, silver, and copper amid political shifts in the U.S. and shares two of his favorite… ...
Silver Tarnished No More - Source: John Newell John Newell of John Newell & Associates answers the question: is silver poised for a dramatic move higher? A Case for Silver's Rise Silver has long been… ...
The push to restore semiconductor manufacturing faces a labor crisis − can the US train enough workers in time? - By Michael Moats, Missouri University of Science and Technology Semiconductors power nearly every aspect of modern life – cars, smartphones, medical devices and even national defense systems. These tiny but… ...
Week Ahead: USDJPY set for Wednesday showdown - By ForexTime Yen expected to be one of the most volatile in G10 space vs USD BoJ and Fed seen holding rates, but policy hints could spark volatility Over past… ...
Gold vs. the Dow: The 100-Year Truth Investors Overlook - Source: John Newell (3/3/25) John Newell of John Newell & Associates shares his thoughts on where the gold market is headed. Newell also updates us on two stocks he has… ...
Top Companies on Stocks Watchlist include Industrials & Utilities - By InvestMacro Research The first quarter of 2025 is cruising along and we wanted to highlight some recent companies that have been added to our Cosmic Rays Watchlist, according to… ...
Gold prices rise again as demand for safe-haven assets increases - By RoboForex Analytical Department Gold stabilised around 2,940 USD per troy ounce on Tuesday, remaining close to record highs. The metal continues to benefit from strong demand for safe-haven assets… ...
COT Speculator Extremes: Steel & US Treasury Bonds 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 February 18th.… ...
A fiscal crisis is looming for many US cities - By John Rennie Short, University of Maryland, Baltimore County Five years after the start of the COVID-19 pandemic, many U.S. cities are still adjusting to a new normal, with more… ...
Investors value corporate tax responsibility – at least when the company is based somewhere with a lot of inequality, research shows - By Erica Neuman, University of Dayton and Curtis Farnsel, University of Dayton When corporations based in areas of above-average income inequality pay more taxes, it’s not just the public that… ...
EUR/USD poised to renew two-month highs as buying momentum builds - By RoboForex Analytical Department The EUR/USD pair is hovering around 1.0503, extending its rally since midweek. The major currency pair has climbed to a two-month high, with market sentiment favouring… ...
How AI can help in the creative design process - By Tilanka Chandrasekera, Oklahoma State University Generative artificial intelligence tools can help design students by making hard tasks easier, cutting down on stress, and allowing the students more time to… ...
AI datasets have human values blind spots − new research - By Ike Obi, Purdue University My colleagues and I at Purdue University have uncovered a significant imbalance in the human values embedded in AI systems. The systems were predominantly oriented… ...
5 Large Cap Stocks are latest to be added to Watchlist in Q1 2025 - By InvestMacro Research The first quarter of 2025 is underway and we wanted to highlight some of the top companies that have been added to our Cosmic Rays Watchlist in… ...
AI gives nonprogrammers a boost in writing computer code - By Leo Porter, University of California, San Diego and Daniel Zingaro, University of Toronto What do you think there are more of: professional computer programmers or computer users who do… ...
US Dollar Speculator bets continue to shine vs major currencies - 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: Coffee, Sugar top weekly Bullish & Bearish 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 28th.… ...
Why building big AIs costs billions – and how Chinese startup DeepSeek dramatically changed the calculus - By Ambuj Tewari, University of Michigan State-of-the-art artificial intelligence systems like OpenAI’s ChatGPT, Google’s Gemini and Anthropic’s Claude have captured the public imagination by producing fluent text in multiple languages… ...
Speculators raise New Zealand Dollar bets after drop to all-time low - 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: Coffee, Live Cattle & Gold 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 21st.… ...
Week Ahead: Big Tech back in the spotlight - By ForexTime 4 of “Magnificent 7” tech companies set to publish earnings Combined market cap of 4 tech titans over $9.5 trillion Meta could move over 7% ↑ or ↓… ...
I’m an economist. Here’s why I’m worried the California insurance crisis could trigger broader financial instability - By Gary W. Yohe, Wesleyan University The devastating wildfires in Los Angeles have made one threat very clear: Climate change is undermining the insurance systems American homeowners rely on to… ...
Knowing less about AI makes people more open to having it in their lives – new research - By Chiara Longoni, Bocconi University; Gil Appel, George Washington University, and Stephanie Tully, University of Southern California The rapid spread of artificial intelligence has people wondering: who’s most likely to… ...
5 Stocks Ideas from December & January including 3 Tech Companies - By InvestMacro Research The first quarter of 2025 is underway and we wanted to highlight some of the companies that have been recently added to our Cosmic Rays Watchlist. The… ...
Speculators continue to raise US Dollar Index Bets into 2025 - 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: Live Cattle, Coffee, NZD & Euro lead Bullish & Bearish 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 14th.… ...
Gold-to-CPI Ratio Hits New All-Time High - Source: John Newell (1/15/25) John Newell of John Newell & Associates takes a look at the gold-to-CPI ration as it hits new highs and examines what this means for inflation… ...
Soaring wealth inequality has remade the map of American prosperity - By Tom Kemeny, University of Toronto One need only glance at headlines about Jeff Bezos, Elon Musk and other super-wealthy individuals to understand that wealth in America is increasingly concentrated… ...
Market round-up: Oil hits 6-month high, US500 rebounds - By ForexTime Markets cheer cooling US inflation data US500 rallies almost 2% on Wednesday Oil benchmarks ↑ 10% year-to-date Trump Inauguration next major risk event Global sentiment has brightened after… ...
Is capitalism falling out of favor? We analyzed 400,000 news stories to find out - By Jay L. Zagorsky, Boston University and H. Sami Karaca, Boston University Capitalism, communism and socialism are the world’s three major economic systems. While the phrase “economic system” may seem… ...
Market round-up: GBPUSD hits 14-month low, Bitcoin tumbles - By ForexTime GBPUSD hits lowest level since November 2023 Sterling expected to be most volatile in G10 space vs USD Bloomberg FX model: GBPUSD has 72% of trading within 1.2054… ...
What does 2025 hold for interest rates, inflation and the American consumer? - By D. Brian Blank, Mississippi State University and Brandy Hadley, Appalachian State University Brian Blank is a finance scholar and Fed watcher who researches how companies navigate downturns and make… ...
An AI system has reached human level on a test for ‘general intelligence’. Here’s what that means - By Michael Timothy Bennett, Australian National University and Elija Perrier, Stanford University A new artificial intelligence (AI) model has just achieved human-level results on a test designed to measure “general… ...
NASA’s micro-mission Lunar Trailblazer will make macro-measurements of the lunar surface in 2025 - By César León Jr., Washington University in St. Louis NASA’s upcoming Artemis II mission is slated to return astronauts to the Moon no sooner than April 2026. Astronauts were last… ...
Language AIs in 2024: Size, guardrails and steps toward AI agents - By John Licato, University of South Florida I research the intersection of artificial intelligence, natural language processing and human reasoning as the director of the Advancing Human and Machine Reasoning… ...
US Dollar Index Speculator bets rise for 1st time in 7 weeks, AUD bets plunge - 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: New Zealand Dollar, Euro & CAD lead Bearish 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 December 17th.… ...
Argentina’s soaring poverty levels don’t seem to be hurting president Javier Milei – but the honeymoon could be over - By Nicolas Forsans, University of Essex Argentina, a nation once ranked among the wealthiest in the world, has found itself grappling with severe economic challenges over the past 25 years.… ...
Week Ahead: US500 “Santa Rally” still in play? - By ForexTime US500 ↑ 23% year-to-date December: Produced returns 70% of time since 1995 Gained on average 1% in December over past 30 years Prices bearish on D1 but RSI… ...
The US Federal Reserve cut rates by 0.25% but signaled a more hawkish approach next year. - By JustMarkets At Wednesday’s close, the Dow Jones Index (US30) was down 2.58%. The S&P 500 Index (US500) fell by 2.95%. The Nasdaq Technology Index (US100) lost 3.60%. The US… ...
When AI goes shopping: AI agents promise to lighten your purchasing load − if they can earn your trust - By Tamilla Triantoro, Quinnipiac University Online shopping often involves endless options and fleeting discounts. A single search for running shoes can yield hundreds of results across multiple platforms, each promising… ...
What’s next for Albertsons after calling off its $25B grocery merger with Kroger: More lawsuits - By Christine P. Bartholomew, University at Buffalo Albertsons announced on Dec. 11, 2024, that it had called off an attempted merger with Kroger and would sue Kroger for breach of… ...

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