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About: valerie
Recent Posts by valerie
Week Ahead: AI Capex Shapes Risk Sentiment
The AI theme continues to dominate equity positioning, but the tone has changed. Markets have moved away from optimism around intelligence gains and toward a harder focus on economics. The current phase of the AI cycle centres on infrastructure, power consumption and chip ownership rather than software headlines, with major US technology firms collectively spendingContinue Reading
Safe-Haven Flows Lift Gold as Fiscal Debates and Fed Decision Loom
Gold has rebounded strongly from support near $4,130, reclaiming the key psychological level of $4,200 as its resilience is being shaped by a surge in safe-haven demand. In the Middle East, renewed clashes have rattled the energy markets, sending oil prices higher and raising fears of inflationary spillovers. This has driven investors toward gold asContinue Reading
Policy Divergence Between Fed and BoJ Shapes December Outlook
USD/JPY is consolidating near 148.00 as traders weigh the dovish tilt from the US Fed against the historic shift toward tightening from the Bank of Japan (BoJ). The Fed has taken a dovish turn, with markets pricing in a high probability of a December rate cut, marking a dramatic shift from earlier expectations. This hasContinue Reading
Bitcoin Consolidates as Fed Speculation Drive Sentiment
Bitcoin has steadied above $92,000 after a sharp rebound from early December lows near $86,000. The market is showing signs of consolidation, with traders eyeing the $98,000 to $100,000 resistance zone as the key trigger for bullish continuation. A breakout above this level could open the path toward $105,000 and $110,000, while a failure toContinue Reading
Week Ahead: US Rate Cut in Focus
The calm on the charts masks a brewing risk. If policymakers from the Bank of Japan (BoJ) signal even a small shift in tone, the yen carry trade that has fuelled global markets could unwind with force. The blackout period prevents Fed members from managing expectations, leaving the market with one clear assumption, taht is,Continue Reading
