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Oil soft despite S&P highs, gold and silver highs continue quiet risk-on (2025.07.22)

On July 22, 2025, the markets adjusted with the S&P 500 reaching new daily highs, while the NASDAQ adjusted. Gold and silver rallied as the U.S. dollar weakened on lower 10-year U.S. Treasury yields. The balanced risk-on market continues, with oil softening to the $65/bbl level, while stocks are strong, led by large tech.

market analysis

Continued U.S. IT-driven stock rally, lower interest rates push gold and silver higher; ALAB surges (2025.07.21)

The S&P 500 and NASDAQ hit new highs. High-tech stocks, gold, and silver were bought as U.S. long-term interest rates fell, while crude oil fell back on signs of easing supply-demand balance. The market is "balanced" with risk-on, but also with a preference for safe assets.

market analysis

U.S. tech continues to pause, safe-haven preference strengthened by lower long-term interest rates; CRSP continues to rise (2025.07.18)

On July 18, 2025, U.S. stocks paused at their highs, long-term interest rates fell, and the dollar was limitedly weak. Europe is flat, Japanese stocks fall back on election caution. Funds turn to tech and energy, oil rises and gold flat. Quiet risk-on mood continues.

market analysis

2025.7.17 Market Insight｜Strong retail sales drive S&P and NASDAQ to new highs; oil surges but gold softens

U.S. retail sales and unemployment insurance declines support the economy, with the S&P 500 and NASDAQ at consecutive highs. The U.S. 10-year Treasury yield rises to 4.50% but the dollar pauses, WTI surges to $67 on supply concerns, and gold falls to $3,345. High tech and energy prices support selective risk-on.

market analysis

2025.7.16 RGTI sharply increased｜Market was disturbed by reports of Powell's dismissal, but bought back, Nasdaq reached a new high, and the dollar lost some of its strength

On July 16, 2025, after a wild sell-off on reports of Powell's dismissal, the market bounced back and the NASDAQ hit new highs. Dow 44,254, S&P 500 6,264; US 10yr Treasuries drop to 4.46% and near ¥149/US dollar. Gold at $3,355 and WTI at $66.65. High-tech supported the market despite policy uncertainty.

market analysis

2025.7.15 High-beta small-cap stocks resurface｜USD at 148 yen on high CPI and low oil prices, but NASDAQ at new highs

On July 14, 2025, the S&P 500 +0.14% and NASDAQ +0.27% are higher. U.S. 10-year Treasury yield at 4.43% and the dollar at 147.77. Crude oil at $66/bbl, copper remains high, gold slightly lower. Selective risk-on market with U.S. tech and resources supporting the market even under tariff watch.

market analysis

Rocket Lab(RKLB): Future Prospects and Stock Price Outlook

Rocket Labs (RKLB) is a space company that is gaining attention for its 3D-printed engines and dedicated small satellite launch services; it is the second largest launch provider in the U.S. after SpaceX and aims to enter the mid-size market with its Neutron development. Comprehensive analysis of the company's business, technological advantages, government relations, and future potential.

Investment in the U.S.

2025.7.14 Market Insight｜Nasdaq hits new highs, dollar remains strong but supported by resource prices, Palantir surges, crypto-related funds flow in

On July 14, 2025, the S&P 500 +0.14% and NASDAQ +0.27% are higher. U.S. 10-year Treasury yield at 4.43% and the dollar at 147.77. Crude oil at $66/bbl, copper remains high, gold slightly lower. Selective risk-on market with U.S. tech and resources supporting the market even under tariff watch.

market analysis

Red Cat Holdings(RCAT): Future Prospects and Stock Price Outlook

Red Cat Holdings (RCAT) is a pioneer in military drone technology, having been awarded the US Army's SRR Program of Record. With its strategic partnership with Palantir and Blue UAS certification, the company is playing a key role in next-generation combat. This presentation will detail the company's business, competitive advantages, future prospects and stock price outlook.

Investment in the U.S.

July 11, 2025 Market Insights｜Stock Adjustment and Dollar Strength, Oil Surges and Gold Steady, Selective Risk Off

U.S. stocks rose to a new NASDAQ high and the S&P 500 continued to rise. The yield on the 10-year U.S. Treasury note rose slightly to 4.36%, the dollar remained strong at 146 yen per dollar, WTI crude was down 2%, gold rose, and funds were selectively flowing into large tech and resource stocks.

market analysis

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