July 2026

S&P 500: some upside in the short term

Markets are heading into the session with cautious positioning as investors brace for the Federal Reserve’s interest rate decision and a massive slate of mega-cap tech earnings. The Fed concludes its two-day policy meeting today. Markets are widely pricing in a 71% probability that rates remain unchanged and a 29% chance of a 25-basis-point rate […]

Gold and S&P 500 positive correlation will resume

Investors are shifting focus from pure artificial intelligence (AI) hype to actual, near-term earnings. High-profile moments—such as Apple raising hardware prices due to surging memory chip costs and reports of Nvidia’s GPU spot prices cooling off—have triggered profit-taking. Wall Street is nervously watching for signs of inflation stickiness. A strong jobs report could prompt a

Gold and S&P 500 positive correlation will resume Read More »

Gold, S&P 500