Finance
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
Is Now the Time to Add Bitcoin to Your Investment Portfolio?
On August 7, 2025, U.S. President Donald Trump signed an executive order directing federal regulators to ease restrictions on alternative investments within 401(k) retirement plans, allowing private equity, real estate, and cryptocurrencies to be included in this $12.5 trillion market. This policy s
In early August 2025, OPEC+ officially announced the end of its voluntary production cut agreement. The 2.2 million barrels per day (bpd) output reduction plan, implemented since 2023, has been fully terminated, with all eight participating member states—including Saudi Arabia and Russia—removing pr
Gold: Upside Potential Behind the Short-Term Pullback
Despite mounting pressure from equities, bonds, and a stronger U.S. dollar, gold prices have remained relatively resilient, standing out as one of the few defensive assets in the market. As of writing, spot gold (XAU/USD) is trading at $3,323.98 per ounce, down just 0.09%.
Two High-Quality Stocks Worth Holding Long-Term That Could Help You Build Wealth
Against a backdrop of elevated macroeconomic uncertainty, companies with sustainable profitability, solid financial structures, and reasonable valuation levels have become priority targets for medium- to long-term capital allocation. Investors are increasingly focused on identifying fundamentally
Trump Targets Powell: Will the Dollar Face a Crisis?
In July 2025, a seemingly routine “renovation budget” political event is escalating into one of the most dangerous institutional tests in the U.S. in a century. Federal Reserve Chair Jerome Powell faces the risk of dismissal, with the driving force behind it being former President Donald Trump, who
The Market Signals Behind Large Bank Buybacks
Stock buybacks not only reflect a company’s financial health but also signal its expectations for future market trends
Is now the time to choose Pfizer?
If the 2030 cancer treatment goal is achieved, Pfizer may be able to return to its peak, but this will take time and execution. Therefore, let us closely monitor the progress of their R&D pipeline with cautious optimism, but before that, there is no need to rush to adjust Pfizer's investment expectations. After all, even if the potential that can be imagined is promising, the prospect of a quick return in the short term is almost zero
U.S. Copper Tariffs to Increase to 50%, What Will This Mean for Copper Prices?
Copper prices may continue to rise
