Latest Updates to Market Opinions & Analysis
Week Ahead: Dollar set to tighten grip on FX throne? - By ForexTime FXTM’s USDInd ↑ 2% MTD Dollar best performing G10 currency MTD Geopolitical risk + US CPI combo = fresh volatility? Over past year US CPI decision triggered moves… ...
What oil, stocks and bonds are telling us about the Iran conflict and how long it might last - By Daniele D'Alvia, Queen Mary University of London When a conflict escalates, financial markets respond within minutes. That reaction is not just panic or speculation – it is a kind… ...
Geopolitical Distraction - Opinion -- Source: Michael Ballanger (3/2/26) Michael Ballanger of GGM Advisory Inc. shares his view of current moves in geopolitics and the stock market. He also looks at one copper… ...
The oil price surge is just one symptom of a supply chain network that is not fit for this age of global tensions - By Maryam Lotfi, Cardiff University The escalating conflict between Iran, the US and Israel has taken a critical turn. The strait of Hormuz – one of the most important shipping… ...
Strait of Hormuz: if the Iran conflict shuts world’s most important oil chokepoint, global economic chaos could follow - By Sarah Schiffling, Hanken School of Economics The reported sinking of several Iranian warships by US missiles in the Gulf of Oman serves as a reminder of the maritime aspect… ...- Currency Speculators push Aussie Bets Higher, Euro & GBP Bets fall this week - 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… ...
Speculator Extremes: AUD, CAD, Natural Gas & Sugar 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 February 24th.… ...
How natural hydrogen, hiding deep in the Earth, could serve as a new energy source - By Promise Longe, University of Kansas In the search for more, new and cleaner sources of energy, a largely untapped resource is emerging: natural hydrogen. Unlike hydrogen produced from industrial… ...
Week In Review: Nvidia fails to dazzle, Bitcoin hits $70k - By ForexTime Nvidia ↓ over 5% post earnings AI giant delivers 73% surge in Q4 revenue Foreign leaders on standby after Supreme Court ruling Bitcoin touches $70,000 Dollar set for… ...
Uranium Is Now a Critical Mineral, and This Co. Is On a Fast Track to US Production - Source: Streetwise Reports (2/9/26) The U.S. introduces new initiatives aimed at forming a preferential trade bloc for critical minerals like uranium. This company is on a literal fast-track for its… ...
Coffee crops are dying from a fungus with species-jumping genes – researchers are ‘resurrecting’ their genomes to understand how and why - By Lily Peck, University of California, Los Angeles For anyone who relies on coffee to start their day, coffee wilt disease may be the most important disease you’ve never heard… ...- Supreme Court rules against Trump’s emergency tariffs – but leaves key questions unanswered - By Kent Jones, Babson College President Donald Trump’s economic agenda took a major hit when the Supreme Court struck down many of his most sweeping tariffs. While Trump has options… ...
Supreme Court delivers Trump a heavy tariff blow - By ForexTime Supreme Court strikes down Trump's tariffs 6-3 Trump announces new global tariffs of up to 15% USD set for big week due to high-risk events Precious metals rally… ...
OpenAI has deleted the word ‘safely’ from its mission – and its new structure is a test for whether AI serves society or shareholders - By Alnoor Ebrahim, Tufts University OpenAI, the maker of the most popular AI chatbot, used to say it aimed to build artificial intelligence that “safely benefits humanity, unconstrained by a… ...
Currency Speculators push Japanese Yen, USD Index Bets into Bullish Positions - 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: AUD, CAD, Steel & Palladium 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 February 17th.… ...
Probability underlies much of the modern world – an engineering professor explains how it actually works - By Zachary del Rosario, Olin College of Engineering Probability underpins AI, cryptography and statistics. However, as the philosopher Bertrand Russell said, “Probability is the most important concept in modern science,… ...
The Arsenal Beneath Our Feet: Inside the US Defense Industrial Base Consortium - Source: Jason Williams (2/17/26) America is rebuilding its defense supply chain from the ground up, and a select group of mining companies now sits at the center of national security.… ...
Week In Review: Brent rallies, hawkish Fed minutes, US PCE in focus - By ForexTime Mixed week for equities due to lack of catalyst Brent hits $71 on geopolitical risk Hawkish Fed minutes hit rate cut bets Gold on standby ahead of US… ...- AI Agent Firm With Payments Technology Expands Into Texas, New Jersey - Source: Streetwise Reports (2/17/26) The FUTR Corp. (FTRC:TSX; FTRCF:OTC) announces it has signed agreements with four new dealerships, expanding the reach of its FUTR Payments product into Houston, Texas, and… ...
Gold and Silver Move in Different Directions - Source: Adrian Day (2/17/26) Global Analyst Adrian Day looks at the action of gold and silver the week of February 7, 2026, and shares his view on how to invest.… ...
Why is US health care still the most expensive in the world after decades of cost-cutting initiatives? - By Patrick Aguilar, Washington University in St. Louis In announcing its “Great Healthcare Plan” in January 2026, the Trump administration became the latest in a long history of efforts by… ...- The rise of ‘Merzoni’: How an alliance between Germany’s and Italy’s leaders is reshaping Europe - By Julia Khrebtan-Hörhager, Colorado State University “Merzoni” isn’t a neologism that easily trips off the tongue, and it hasn’t fully taken hold in the world of European politics. Yet, for… ...
Has globalization lessened the importance of physical distance? For economic shocks, new research suggests ‘yes’ - By Josh Ederington, Miami University and Jenny Minier, Miami University National economies are increasingly moving in sync and responding to the same booms and busts as a result of near-instantaneous… ...
Why Trump’s new pick for Fed chair hit gold and silver markets – for good reasons - By Henry Maher, University of Sydney After months of speculation, US President Donald Trump confirmed he will be nominating Kevin Warsh as the next chair of the US Federal Reserve.… ...
Why corporate America is mostly staying quiet as federal immigration agents show up at its doors - By Alessandro Piazza, Rice University When U.S. Border Patrol agents entered a Target store in Richfield, Minnesota, in early January, detaining two employees, it marked a new chapter in the… ...
Currency Speculators boost Euro bets to highest since 2023, CAD bets go Bullish - 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: Palladium, CAD, Sugar & Cocoa 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 February 3rd.… ...
Data centers told to pitch in as storms and cold weather boost power demand - By Nikki Luke, University of Tennessee and Conor Harrison, University of South Carolina As Winter Storm Fern swept across the United States in late January 2026, bringing ice, snow and… ...
Your brain can be trained, much like your muscles – a neurologist explains how to boost your brain health - By Joanna Fong-Isariyawongse, University of Pittsburgh If you have ever lifted a weight, you know the routine: challenge the muscle, give it rest, feed it and repeat. Over time, it… ...- The world is in water bankruptcy, UN scientists report – here’s what that means - By Kaveh Madani, United Nations University The world is now using so much fresh water amid the consequences of climate change that it has entered an era of water bankruptcy,… ...
3 things to know about Kevin Warsh, Trump’s nod for Fed chair - By D. Brian Blank, Mississippi State University and Brandy Hadley, Appalachian State University After months of speculation, President Donald Trump nominated Kevin Warsh on Jan. 30, 2026, to be the… ...- Australian Dollar Speculator bets go bullish for 1st time in 59 Weeks - 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 & CAD 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 27th.… ...
Americans want heat pumps – but high electricity prices may get in the way - By Roxana Shafiee, Harvard University; Harvard Kennedy School Heat pumps can reduce carbon emissions associated with heating buildings, and many states have set aggressive targets to increase their use in… ...
America is falling behind in the global EV race – that’s going to cost the US auto industry - By Hengrui Liu, Tufts University and Kelly Sims Gallagher, Tufts University At the 2026 Detroit Auto Show, the spotlight quietly shifted. Electric vehicles, once framed as the inevitable future of… ...- 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… ...
