The Dark Side Of The Boom

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The Weekender : A Rare Five-for-Five: New Highs, and the Quiet Build of Asymmetry
Tariffs, Tranquillity, and the Summer of Shrugs: Markets Sail Into the Dog Days with Eyes on September
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Stephen Innes 🇨🇦 🇹🇭
FX Week Ahead : All Eyes on Powell’s Tone and Friday’s Jobs Print.
Right now, Powell’s not blinking. Not with the labour market still holding its posture and the ghost of 2022’s inflation misread still haunting the…
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Stephen Innes 🇨🇦 🇹🇭
FX Alert: Trade Winds and Champagne Skies, Will the Euro Catch a Bid From Lagarde's Sparkle ?
Christine Lagarde added a touch of sparkle to the euro’s trajectory yesterday
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Stephen Innes 🇨🇦 🇹🇭
Stockholm Syndrome or Fed Fever Break? Asia Markets Straddle Tariff Détente and ‘Higher for Longer’ Heat
Markets are starting to feel the tug of bond yield gravity after weeks of levitation, with Asian equities set to stumble out of bed Friday despite…
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Stephen Innes 🇨🇦 🇹🇭
AI in the Sky : A Rally Built on Cloud, Confidence, and a Bit of Denial
Alphabet’s earnings served as both catalyst and confirmation — that the AI arms race isn’t just a money pit, but an engine of real returns
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Stephen Innes 🇨🇦 🇹🇭
Euro Floats, Yen Sprints, Dollar Waits: Has The Reversal Trade Entered the Chat
The market has been far too generous in rewarding euro strength without renewed data support or rate divergence.
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Stephen Innes 🇨🇦 🇹🇭
Asia Rides the Trade Deal Thermals as Markets Glide Higher Into Day Six
Asian equities caught another updraft, rising for a sixth straight session, as whispers of broader trade accords scattered across the tape like…
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Stephen Innes 🇨🇦 🇹🇭
The Street Gallops Toward August 1 With a Bull in the Saddle
A 30% threat is quickly becoming a 15% reality—and that's a world of difference on Wall Street’s Electric Avenue.
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Stephen Innes 🇨🇦 🇹🇭
FX Alert: Why Buy The Yen When You Can Borrow It?
A dovish central bank, political drift, outbound capital chasing U.S. projects—and above all, a global hunt for yield— might keep the yen on the back…
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Stephen Innes 🇨🇦 🇹🇭
Autos Get the Olive Branch: Markets Shift Into Higher Gear on Japan Tariff Deal
The Topix auto sector outperformed by a mile, and the move echoed across broader Asia-Pacific bourses as risk appetite improved.
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Stephen Innes 🇨🇦 🇹🇭
Tariffs, Tensions, and Tenors: Asia Rides Wall Street’s Swell But Eyes Deepening Currents
Wednesday’s 40-year JGB auction will serve as a litmus test of investor appetite after Prime Minister Shigeru Ishiba’s coalition suffered a stinging…
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Stephen Innes 🇨🇦 🇹🇭
Markets Hold Altitude, But Thermals Are Thinning
For now, the market’s holding the line. But with megacap results inbound and the August tariff tripwire just days away, even the bulls are starting to…
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Stephen Innes 🇨🇦 🇹🇭
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