Salakhs

The latest Federal Reserve (Fed) Beige Book, a summary of interviews with businesses, economists, and market experts, revealed that although business activity remains healthy overall and inflationary pressures remain on the subdued side, pressures are still building in the background and business op

Not running my usual week-ahead deep dive—truth is, there’s just not that much on the docket worth burning the midnight oil over. Outside of the Japanese upper house election, which might jolt the yen or JGBs a touch on the Monday open, it’s slim pickings. And even that’s more of a known unknown tha

S&P 500 marginally corrected on no news Friday, yet what has really changed in the sectoral overview? Sure, tech and financials were flat on the day, what else what unappealing? Would it have been reasonable to expect real estate and Russell 2000 to do better on Waller‘s day of rate cut reasonin

The circus of competing narratives Markets tiptoed into the weekend like tightrope walkers above a circus of competing narratives—tariffs, tech earnings, and Fed theater. Friday’s session was less a decisive move and more a cautious balancing act, as investors tried to read the tea leaves on inflati

As we enter the final stretch of July, traders should brace for a week of moderate but potentially pivotal macroeconomic events. While Monday and Friday are relatively quiet, midweek brings central bank decisions and housing data that could ripple across asset classes. Tuesday, July 22 GBP 04:15 – B