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USD/CHF holds firm around 0.8050 on Monday, up 0.80% for the day at the time of writing, as markets digest the latest trade threats from US President Donald Trump toward China.
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WTI rebounds as Gaza peace and US-China trade hopes lift sentiment
West Texas Intermediate (WTI) Crude Oil stabilizes on Monday after a bruising week that saw prices tumble to their lowest level since May, briefly touching $57.89 per barrel. -
Hamas releases first Israeli hostages under Trump-brokered ceasefire
Iraq’s Prime Minister Mohammed Shia Al-Sudani expressed hope the truce would be “sustainable and the beginning of a radical solution to this problem.” -
US-China Trade War: Episode 1,000,000 – Commerzbank
If anyone still harbored hope that this unbearable tariff saga had already reached its climax, such hope was likely extinguished after the US government’s threat late last week to impose tariffs of 100% on imports from China, Commerzbank’s Head of FX and Commodity Research Thu Lan Nguyen notes. -
Trump: Would love to take off Iran sanctions, if they talk
Pres Trump is in Egypt now and is speaking initially on Iran. He says:
- Egypt played a very important role in deal. Calls Egypt Sisi a powerful leader
- Iran will come along
- Iran needs help
- I really wants to make a deal
- Would love to take off Iran sanctions if they talk
On Israel/Hamas:
- Phase 2 talks on Gaza have started
Trump – the Deal Maker – is on stage overseas which is where he gets the most energized.
This article was written by Greg Michalowski at investinglive.com.
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Bloom Energy soars more than 20% on deal with Brookfield to put fuel cells in AI data centers
The agreement between Bloom Energy and Brookfield Asset Management is the latest deal to develop power solutions for data center campuses. -
GBP/USD slips as US–China tensions, cool, traders eye BoE speakers
The Pound Sterling slides during the North American session, down 0.18% as tensions between the US and China ease, following last Friday’s escalation, that prompted investors to buy safety assets. At the time of writing, the GBP/USD trades at 1.3325 after hitting a daily high of 1.3366. -
Gold tops $4100 for the first time.
Gold spent much of last week in correction mode after forming a double top near $4,059. The subsequent decline took the price below its 100-hour moving average (blue line in the chart) and under the 38.2% retracement of the prior uptrend from the October 2 low, which comes in at $3,967.54. However, sellers were unable to extend momentum through the 50% retracement at $3,939.20, with the market finding support just above that level at $3,943 before rotating higher starting on Thursday.
The rebound initially stalled near last week’s highs at $4,059.31, but buyers ultimately broke through that ceiling earlier today, propelling gold into new record territory. The rally has now carried the price to the $4,100 mark for the first time ever, underscoring the strength of bullish momentum.
For the year, gold is now up an impressive 56.23%, after ending last year at $2,624.60 — a remarkable run that continues to highlight its dominance as one of 2025’s top-performing assets.
Gold is back on fire after cooling off at the end of last week’s trading.
This article was written by Greg Michalowski at investinglive.com.
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Israel-Hamas ceasefire will not bring global freight fleet back to Red Sea quickly
The Israel Gaza ceasefire is a breakthrough for Middle East peace, but containerships will not be quick to return to the Red Sea after years of Houthi attacks. -
Tech and semiconductors rally: Oracle and Broadcom lead the charge
The US stock market is witnessing a bullish vibe today, predominantly driven by a surge in technology and semiconductor stocks. Noteworthy performances from Oracle and Broadcom highlight an invigorated mood amongst tech investors, contrasting with the mixed signals in consumer defensive and healthcare sectors.
🔍 Sector Overview
- Technology: A standout in today’s trading, with major players like Oracle (ORCL) jumping 4.49% and Microsoft (MSFT) edging up 0.69%. Investors are responding positively to upbeat earnings and potential growth catalysts in software and cloud services.
- Semiconductors: This sector is on fire, led by a 9.17% spike in Broadcom (AVGO) and a 2.85% increase in Nvidia (NVDA). The enthusiasm appears fueled by strong demand forecasts and technological advancements.
- Consumer Cyclical: Encouraging signs with Amazon (AMZN) rising 1.70% and Tesla (TSLA) up by 2.28%, hinting at sustained consumer interest in online retail and electric vehicles.
- Consumer Defensive: A more cautious scene with Walmart (WMT) slipping 0.34% and Procter & Gamble (PG) declining 1.07%, reflecting market wariness around rising costs.
📊 Market Mood and Trends
Today’s market sentiment is decidedly optimistic within the tech and semiconductor spheres, buoyed by robust earnings reports and persistent innovation. Conversely, apprehension hangs over consumer defensive sectors possibly due to inflationary pressures. This duality reflects investor readiness to embrace growth while maintaining caution.
💡 Strategic Recommendations
- Investors might consider increasing their exposure to technology and semiconductor stocks, given their resilient performance and growth potential.
- Caution is advised in consumer defensive sectors due to their current volatility, suggesting a balanced approach may be prudent.
- Keeping an eye on upcoming earnings reports could provide further clarity on sectorial momentum and possible adjustments for portfolios.
For more detailed market insights and real-time updates, stay connected with InvestingLive.com 📈📊. Diversifying investments across performing sectors might offer insulation against volatility and unlock superior growth opportunities.
This article was written by Itai Levitan at investinglive.com.
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