Finance
Oil Prices Hit Five-Month Low, Likely to Extend Short-Term Decline
Global oil prices fell sharply over the past week, hitting a five-month low. On Friday, November-dated West Texas Intermediate (WTI) crude futures on the New York Mercantile Exchange (NYMEX) dropped $2.61, or 4.24%, to close at $58.90 per barrel. December Brent crude futures on the Intercontinental
Can artificial intelligence continue to advance the bull market?
During the dot-com bubble of the 1990s, the stock market experienced "irrational exuberance." Now, driven by the surge in artificial intelligence (AI), the S&P 500 index reached a new all-time high yesterday. At the current rate of appreciation, could an AI asset bubble similar to the 2000 dot-com
Gold Breaks Through the $4,000 Barrier: Signaling a Shift in the Global Monetary Credit System
On October 8, 2025, London spot gold prices broke above the psychological threshold of $4,000 per ounce for the first time, setting a new all-time high and briefly reaching $4,059.25 per ounce intraday. As of this writing, spot gold trades at $4,014 per ounce. In just over six months, gold has surge
The gold market is undergoing a record-breaking rally. On September 29, spot gold crossed above $3,800 per ounce for the first time, reaching an intraday high of $3,819.81—an all-time record. As of September 30, prices in major global gold markets remain elevated: New York gold last traded at $3,877
Brent Crude Surpasses $70 Benchmark Amid Geopolitical Risk Premium and Supply-Demand Uncertainty
International crude prices recorded the largest weekly gain in over three months. On September 26, the London ICE Brent November 2025 futures contract closed at $70.13 per barrel, surpassing the $70 mark for the first time since July 31 and rising more than 4.5% on the week, marking the largest week
Gold Breaks Above $3,755, Setting a Historic High
Gold prices have once again set a record. At press time, spot gold is trading above $3,755 an ounce, marking the 36th all-time high so far this year.
U.S. Soft Employment Data Halts Global Long-Term Bond Yield Rally
On September 3, the global long-end bond market staged a relief rally.The U.S. 10-year Treasury yield fell 4.27 basis points to 4.217% on the day, while the 30-year yield retreated from the psychological 5% threshold to 4.897%. The yield curve flattened modestly. The 2s/10s spread narrowed to 59.5 b
After Gold Breaches $3,600, How High Can Prices Climb?
On September 8, 2025, the gold market reached another historic milestone—COMEX gold futures surged intraday to $3,655.5 per ounce, while spot gold in London climbed to $3,646.29 per ounce, breaking above the $3,600 psychological threshold for the first time. As of the Asian session on September 9, s
The global gold market is experiencing an unprecedented bull run. On September 3, London spot gold reached $3,532.04 per ounce, briefly touching a record high of $3,547.06 during the session. Meanwhile, New York gold futures exceeded $3,600 per ounce, setting a new milestone.
Oil Prices Amid Geopolitical Risks and Supply-Demand Imbalance
In its September 2025 International Oil Market Report, the International Energy Agency (IEA) noted that the global oil market is currently being pulled in two directions: geopolitical instability and oversupply.
Sell-off in US Treasuries Intensifies, 30-Year Yield Nears Key 5% Level
Tuesday, September 2 — Global government bond markets came under heavy pressure as a wave of selling swept across both sides of the Atlantic. The 30-year U.S. Treasury yield briefly touched 4.997%, nearing the key psychological level of 5%. Meanwhile, bond yields in the U.K., France, and Germany als
Silver Beyond $40: How Much Further Could It Rise?
On September 1, 2025, the international spot silver market witnessed a historic moment—London spot silver broke through and held above the $40/oz threshold, reaching a peak of $40.72/oz, the highest level since September 21, 2011. As of this report, London spot silver is quoted at $40.58/oz, up $0.8
Spot Silver Price Surpasses $40/oz, Reaches Highest Level Since 2011
On September 1, 2025, the spot silver price broke through and firmly held above the $40/oz psychological level, marking a new high since September 21, 2011. This milestone signals that the silver market has entered a new phase. Historically, silver reached a peak of $49.82/oz on April 28, 2011, with
Small and mid-sized gold mining companies have just delivered impressive quarterly results. At a critical juncture in the gold industry's upward cycle, their fundamental performance has not only reached record highs, but they have also significantly outperformed their larger peers in terms of profit
A Key Comparison of Investment Options for 2025 : Homebuilders or Semiconductors ?
An intriguing question has been circulating in the stock market lately: Would you rather own homebuilders (XHB) or semiconductors (SMH)? Last Friday, as stocks and bonds rallied and interest rates retreated, Federal Reserve Chairman Powell noted that inflation could rebound while the labor marke
Determining the direction of yields between reflation and convergence
Revisiting the PIMCO 25+ Year Zero Coupon U.S. Treasury Bond ETF (ZROZ) raises a crucial question: Is it worth locking in a 30-year bond yield of around 4.2% amidst rising deficits, high supply, and a return to term premiums? The allure and cost of zero-coupon, long-term bonds are maximized
Will the Fed hold higher rates for longer or turn dovish early?
The market is betting on a September Fed rate cut signal, but this week is more of a test of expectations. With high-frequency data clearly cooling, the agenda shifts to central bank communications: the FOMC minutes will be released first, followed by a flurry of speeches at the Jackson Hole
Oil Market Direction: What’s Next After the Trump–Putin Meeting?
Following the meeting between U.S. President Donald Trump and Russian President Vladimir Putin in Alaska, oil prices plunged as markets viewed the risk of Russian oil supply disruptions as temporarily easing.On August 18, European leaders will meet Trump in the U.S. together with Ukrainian Preside
Stabilizers in Market Fluctuations: Defensive Stock Investment Analysis
As market dynamics continue to evolve in August 2025, the latest data from three Nuveen covered call CEFs further demonstrates their resilience in a volatile environment. At the latest market price, the Nuveen Dow 30 Dynamic Overwrite Fund (DIAX) is trading at approximately $14.73, maintaining an
High Beta Mania: Is This Market's 1999 Moment?
At the current stage, the market is being driven by extreme speculative sentiment, and investors' desire for exponential returns is growing, leading them to prefer high-beta and volatile stocks. It's important to emphasize that we can't yet confirm whether we're currently in a typical melt-up
