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market analysis

S&P falls back due to US ISM stagnation, dollar strengthens, oil at $66 (2025.08.05)

On August 5, 2025, U.S. stocks were slightly lower due to stagnation in the U.S. service sector and tariff concerns. The dollar strengthens and the US long-term interest rate advances to the 4.21 TP3T level, while oil continues to fall to the $66/bbl level. European and Asian stocks are steady and selective risk-on continues.
market analysis

US stocks rebound sharply on rate cut expectations, dollar softens and oil continues to fall, selective risk on (2025.08.04)

After the previous day's sharp decline, the S&P 500 and NASDAQ rebounded, up 1.47% and 1.95%, respectively, on renewed speculation of a Fed September rate cut. The U.S. dollar softened on lower U.S. interest rates, and gold was slightly higher. Crude oil continued to fall on OPEC+ production hike speculation, while funds selectively flowed into high-tech and safe-haven assets.
market analysis

Weak employment and additional tariffs send global stocks plunging, dollar single-handedly higher, US 10-year 4.37% (2025.08.01)

On August 1, the S&P 500 and Dow plunged 1.6% and 1.2%, respectively, on a combination of sharply lower employment data and additional tariffs. The U.S. 10-year Treasury yield fell to 4.37%, but the dollar remained strong, oil soft, and gold flat. Risk-off was evident, and stocks at high levels became more selective.
market analysis

U.S. stocks slightly lower but holding steady at higher levels, with the dollar's single currency and 4.37% U.S. long-term interest rate sorting out funds (2025.07.30)

On July 31, the market remained higher with the Dow down 0.7% and the S&P 500 down only 0.4% as the U.S. 10-year Treasury yield at 4.37% and the dollar continued to strengthen. The Nikkei 225 rose 1% to 41,000 on the back of a weaker yen. Energy was firm at $69 WTI, while Bitcoin hovered near $118,500, and risk appetite became more selective.
market analysis

FOMC passes, no rate cut timetable indicated, dollar strengthens and interest rates rise, S&P falls slightly but remains high (2025.07.30)

On July 30, 2025, the dollar strengthens as the 10-year U.S. Treasury yield rises to 4.37% without any indication of when the FOMC will cut rates after passing the FOMC meeting; the S&P 500 remains higher with a small decline of -0.1%; and selective buying continues in the mega tech sector. Crude oil rises above the $70 level, while gold adjusts to $3,352, but selective risk-on continues.
market analysis

S&P Continues to Pause, Quietly Adjusting Higher on Lower U.S. Interest Rates and Rapid Oil Growth (2025.07.29)

The S&P 500 and the Nasdaq fell back after a series of rallies and adjusted higher. The yield on the 10-year U.S. Treasury note fell to 4.33%, the dollar softened, and crude oil surged to the $69 level. Gold rallied slightly, keeping markets quietly risk-on ahead of the FOMC meeting.
market analysis

S&P highs but U.S. Treasury yields fall, quiet risk on oil rebound and gold softness (2025.07.28)

On July 28, 2025, markets follow the U.S.-EU tariff agreement with the S&P 500 and NASDAQ at consecutive highs. The U.S. 10-year Treasury yield falls to 4.42%, the dollar softens, and oil rebounds to the mid-$65 range, while gold adjusts to $3,310. Quiet risk-on continues, albeit at higher prices.
Investment in the U.S.

Core Weave(CRWV): Future Prospects and Stock Price Outlook

Coreweave (CRWV) is a fast-growing, high-profile AI-specific GPU cloud infrastructure company, and we take a deep dive into the reasons behind its 4x post-IPO share price surge, backed by a strategic partnership with NVIDIA and a massive contract with OpenAI, and its future potential.
market analysis

S&P 500 up 5 days to record high, selective risk on lower U.S. Treasury yields and lower oil prices (2025.07.25)

On July 25, 2025, the U.S. stocks are at five-day highs on good earnings and progress in tariff negotiations, with the S&P 500 at its highest level in five days. The U.S. dollar strengthens while the yield on the 10-year U.S. Treasury note declines to 4.39% and oil falls to the $65 level. Gold is looking for a push as selective risk-on continues.
market analysis

S&P tops but interest rates rise, selective risk on higher oil and dollar (2025.07.24)

On July 24, 2025, the S&P 500 and NASDAQ hit new highs again on good high-tech earnings and progress in tariff talks. The yield on the 10-year U.S. Treasury note rose to 4.41%, strengthening the dollar, and oil rebounded to the $66 level. Gold, on the other hand, was soft and the market remained selectively risk-on.
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