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AI isn’t in a bubble—the cash (and the hype) are real, these analysts say

The record-high price of gold suggests that a lot of investors want a hedge against an implosion in U.S. tech stocks. Yet some analysts are saying...

latest 0

Jim Edwards

Gold’s price record is driven by the ‘debasement trade,’ China, and fear of an AI bubble, analysts say

Gold surged over $4,000/oz, up 50% this year, driven by investor fears over government debt, a weaker dollar, a buying spree by China’s central...

yesterday 10

Jim Edwards

Central banks will end up holding Bitcoin in their reserves even though it is ‘backed by nothing,’ Deutsche Bank predicts

As Bitcoin's price goes up, its relative volatility declines, a new analysis by Deutsche Bank argues, which makes Bitcoin more like gold.

previous day 5

Jim Edwards

Gold and Bitcoin go through the roof as U.S. shutdown forces investors to trade in the dark

There is a 67% chance that the U.S. federal government shutdown will last longer than 10 days, according to bettors on Polymarket—and for stock...

monday 3

Jim Edwards

Spending on AI is increasingly fueled by debt, Goldman Sachs says

Big Tech companies used to buy in cash. Now they’re issuing debt, too.

03.10.2025 3

Jim Edwards

Investors dumped U.S. assets overnight in favor of gold, Bitcoin, and foreign stocks as government shutdown leaves Wall Street ‘flying blind’

The big question moving forward is, how long will the shutdown last?

01.10.2025 70

Jim Edwards

Nobody thinks a government bond crisis is going to happen but Wall Street is talking about it anyway

France and the U.K. are the two countries flirting most with a credit crisis, analysts say.

30.09.2025 10

Jim Edwards

Goldman Sachs says this ‘Goldilocks’ stock market could be in for a shock before the end of the year

“There is a risk that Goldilocks meets one of the three bears,” the bank says.

29.09.2025 5

Jim Edwards

Trump’s overnight demand for 100% tariffs on pharmaceuticals will be ‘a meaningful commercial hit for US consumers,’ top analyst says

The good news: There are several loopholes in Trump’s proposal that mean the impact of the new taxes may be limited.

26.09.2025 10

Jim Edwards

Trump’s overnight demand for 100% tariffs on pharmaceuticals will be ‘a meaningful commercial hit for US consumers,’ top analyst says

The good news: There are several loopholes in Trump’s proposal that mean the impact of the new taxes may be limited.

26.09.2025 100

Jim Edwards

Everyone agrees stocks are suspiciously high. And everyone agrees they’re going higher anyway

The party is likely to continue despite the fact that the U.S. stock markets are dependent on the fate of just seven—or maybe even just one—company.

25.09.2025 10

Jim Edwards

Markets are selling off after Powell said six words investors don’t want to hear: ‘Equity prices are fairly highly valued’

Investors are wary of any sign that the Fed thinks “irrational exuberance”—as former Fed chair Alan Greenspan once called it—has kicked in.

24.09.2025 10

Jim Edwards

The AI boom is unsustainable unless tech spending goes ‘parabolic,’ Deutsche Bank warns: ‘This is highly unlikely’

“In the absence of tech-related spending, the U.S. would be close to, or in, recession this year,” George Saravelos says.

23.09.2025 10

Jim Edwards

Gold hit a new record high—and that’s an indicator of fear lurking within the stock market, Deutsche Bank says

Investors are both bullish on equities as well as being afraid that there are major downside risks, Deutsche’s Henry Allen says.

22.09.2025 4

Jim Edwards

Inside the Fed’s economic projections, ‘something isn’t adding up’ according to SoFi investment chief

The Fed says the economy will grow and unemployment will decline. So why did it cut interest rates on Wednesday?

19.09.2025 40

Jim Edwards

Trump’s attacks on the Fed are hurting the dollar and driving up the price of gold

The dollar has put in such a feeble performance this year that it has begun to hurt foreign investors in U.S. assets.

17.09.2025 6

Jim Edwards

‘Peak Goldilocks’: The markets have bought the Fed rumors—watch for them to sell on the news

Markets will move on Wednesday after Wall Street parses Cook’s statement and his Q&A for clues about future rate cuts beyond Wednesday.

16.09.2025 10

Jim Edwards

S&P 500 will hit 7,000 by early 2026, JPMorgan argues, as stocks climb ‘wall of worry’

Here’s why stock investors seem to love trouble so much.

11.09.2025 8

Jim Edwards

Companies are spending so much on AI that they’re cutting share buybacks, Goldman Sachs says

“Surging capex spending related to AI will likely prevent a major increase in the buyback payout ratio," the bank says.

09.09.2025 4

Jim Edwards

When AI’s ‘inevitable slowdown’ comes it could tank S&P 500’s valuation multiple by up to 20%, Goldman Sachs says

The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capex.

05.09.2025 8

Jim Edwards

The price of gold could hit $5,000 if Trump keeps meddling with the Fed, Goldman Sachs says

"Gold is a store of value that doesn’t rely on institutional trust,” Samantha Dart says.

04.09.2025 4

Jim Edwards

Nvidia’s massive market cap is a ‘bubble risk,’ Deutsche Bank says: ‘We appear to be in uncharted territory’

“Nvidia’s market cap is now larger than every country’s entire listed stock exchange apart from the US, China, Japan and India,” the bank said.

03.09.2025 8

Jim Edwards

Gold hits new record and stock futures tumble as Wall Street worries over Trump’s tariff price increases

Top of the list of usual suspects is, of course, "uncertainty."

02.09.2025 4

Jim Edwards

Tech stocks head south as investors see that growth in AI may not be limitless

Nividia, Marvell Technology, and Super Micro Computer Inc., all showed unexpected weakness in August.

01.09.2025 6

Jim Edwards

Trump’s war on the Fed created a ‘twist steepener’ in the bond market and it’s hurting the dollar

The dynamic is dragging the dollar lower, in reaction to President Trump's interference in the Fed, weak growth, and inflation risk, according to...

29.08.2025 10

Jim Edwards

Investors are ignoring the coming wave of tariff-driven inflation, Deutsche Bank warns

The prices-paid component of the ISM services survey often predicts where inflation will be three months from now, and right now it's 4%.

27.08.2025 3

Jim Edwards

Investors got a look at a world where the dollar isn’t a reliable reserve currency and decided they didn’t like it

Some hopes emerged as investors focused on the Fed’s institutional strength.

26.08.2025 5

Jim Edwards

Wall Street is scared that we’re looking at the end of the Fed’s independence

The bond market flinched yesterday and stocks sold off.

21.08.2025 10

Jim Edwards

Goldman Sachs says we’re on the verge of a stablecoin gold rush worth trillions

U.S. Treasury Secretary Scott Bessent believes stablecoins will buoy the market for U.S. Treasuries, and the government will sell more short-term debt...

20.08.2025 10

Jim Edwards

Sam Altman might be right: He’s not the only one who thinks the stock market is in ‘bubble’ territory

A company with a chatbot that often gets things wrong is somehow about to become the largest unicorn earth has ever seen. That does feel frothy.

19.08.2025 10

Jim Edwards

The bond market is signalling that a September cut from the Fed is no longer locked in

“After the PPI spike yesterday, there has been some hawkish repricing of Fed expectations,” ING told clients.

15.08.2025 10

Jim Edwards

AI spending added 0.5% to GDP growth and the Magnificent 7 stocks are driving the market

The S&P 500 is up 10% this year, driven largely by tech companies that are spending heavily on AI.

14.08.2025 10

Jim Edwards

There’s a good reason stocks continue to hit all-time highs—most companies are beating expectations, JPMorgan says

Seventy-six percent of the companies reporting their Q2 results so far have beaten earnings estimates, JPMorgan says.

13.08.2025 3

Jim Edwards

Markets cashed in on the war in Ukraine but may like peace with Russia even more, top analysts say

Russia has broken 190 different "deals" over Ukraine since 1994, so it is unlikely that Europe will stop preparing for future action from Moscow.

12.08.2025 10

Jim Edwards

The ‘Fed put’ is back: If Tuesday’s inflation report is bad expect chaos in the markets

Investors think the Fed will almost definitely cut interest rates in September, and they are hoping that the consumer price inflation report—due...

11.08.2025 30

Jim Edwards

The dollar is in decline because of a global ‘loss of faith in U.S. leadership,’ Macquarie says

The U.S.’s rough treatment of its former allies is one explanation for the weakening dollar, according to Macquarie analyst Thierry Wizman.

08.08.2025 20

Jim Edwards

The U.S. economy may be ‘bad to ugly’ right now but investors are loving every minute of it

Stocks sink as weak job growth and rising tariffs push the U.S. economy from 'bad to ugly'.

07.08.2025 5

Jim Edwards

HPE got tangled in MAGA conspiracy theories and now its $14 billion merger with Juniper could be thrown out

The feeling was that a combined HPE-Juniper offering would act as a “bulwark” against Huawei in markets where the Chinese company might otherwise...

07.08.2025 20

Jim Edwards

Starbucks’ stock is being pummelled by Trump’s coffee tariffs while the rest of the market soars

The U.S., of course, grows close to zero coffee. Thus the tariff on Brazil will result solely in price increases for American coffee drinkers.

06.08.2025 4

Jim Edwards

Stocks leap on Palantir earnings but Goldman warns the U.S. ‘is near stall speed’—where the economy ‘weakens in a self-reinforcing fashion’

Lurking in the background, as always, are the big macro questions about President Trump’s tariff deals.

05.08.2025 20

Jim Edwards

The dollar is being punished for the jobs data that revealed how weak the U.S. economy really was

In his note to clients, ING analyst Chris Turner called it “the dollar’s hand-brake turn.”

05.08.2025 30

Jim Edwards

Stocks slide globally as investors digest Trump’s new tariffs—analysts warn their ‘greatest fears’ are yet to come

"These taxes do not show up in consumer baskets with full force until January next year," UBS says.

01.08.2025 10

Jim Edwards

HPE’s merger with Juniper Networks was approved by the White House for national security reasons: source

The feeling was that a combined HPE-Juniper offering would act as a “bulwark” against Huawei in markets where the Chinese company might otherwise...

01.08.2025 10

Jim Edwards

The Fed’s Powell said the phrase ‘downside risks’ six times in his press conference yesterday—is that bad news for tomorrow’s jobs number?

The jobs number (nonfarm payrolls, to give its technical name) is due out tomorrow. Expect stocks to react strongly if it comes in weak.

31.07.2025 20

Jim Edwards

Wall Street is poised for volatility today if it sees anything that looks like a vibe shift at the Fed

Investors are positioning themselves for some excitement today. They are likely to get it—as we get new numbers on U.S. GDP, a new rate decision...

30.07.2025 10

Jim Edwards

The markets are behaving as if Europe has pulled the wool over Trump’s eyes

Investors are trading as if one of two conditions will turn out to be true: That the deal is composed of stuff that was going to happen anyway, or...

29.07.2025 10

Jim Edwards

Europe surrenders to Trump (and thus secures victory by the back door)

S&P 500 futures moved up 0.27% this morning. But the STOXX Europe 600 rose by more than double that in early trading as investors in Europe realized...

28.07.2025 10

Jim Edwards

The stock market just blew through Warren Buffett’s favorite danger signal

Perhaps that’s one reason stocks are selling off globally this morning. While most indexes in Asia and Europe remain near their all-time highs,...

25.07.2025 8

Jim Edwards

‘Risk-on’! Stocks jump as EU and Japan trade deals give markets the certainty they crave

The TACO trade (Trump Always Chickens Out) appears to be in full effect, for anyone who was long on stocks.

24.07.2025 20

Jim Edwards

Despite the insults, the Fed is listening to Trump—but will likely make him wait anyway

Although Trump thinks Powell is “the Worst Federal Reserve Chairman in History" the Fed chair and his colleagues probably are listening to the...

23.07.2025 3

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AI isn’t in a bubble—the cash (and the hype) are real, these analysts say

Jim Edwards

Gold’s price record is driven by the ‘debasement trade,’ China, and fear of an AI bubble, analysts say

Jim Edwards

Central banks will end up holding Bitcoin in their reserves even though it is ‘backed by nothing,’ Deutsche Bank predicts

Jim Edwards

Gold and Bitcoin go through the roof as U.S. shutdown forces investors to trade in the dark

Jim Edwards

Spending on AI is increasingly fueled by debt, Goldman Sachs says

Jim Edwards

Investors dumped U.S. assets overnight in favor of gold, Bitcoin, and foreign stocks as government shutdown leaves Wall Street ‘flying blind’

Jim Edwards

Nobody thinks a government bond crisis is going to happen but Wall Street is talking about it anyway

Jim Edwards

Goldman Sachs says this ‘Goldilocks’ stock market could be in for a shock before the end of the year

Jim Edwards

Trump’s overnight demand for 100% tariffs on pharmaceuticals will be ‘a meaningful commercial hit for US consumers,’ top analyst says

Jim Edwards

Trump’s overnight demand for 100% tariffs on pharmaceuticals will be ‘a meaningful commercial hit for US consumers,’ top analyst says

Jim Edwards

Everyone agrees stocks are suspiciously high. And everyone agrees they’re going higher anyway

Jim Edwards

Markets are selling off after Powell said six words investors don’t want to hear: ‘Equity prices are fairly highly valued’

Jim Edwards

The AI boom is unsustainable unless tech spending goes ‘parabolic,’ Deutsche Bank warns: ‘This is highly unlikely’

Jim Edwards

Gold hit a new record high—and that’s an indicator of fear lurking within the stock market, Deutsche Bank says

Jim Edwards

Inside the Fed’s economic projections, ‘something isn’t adding up’ according to SoFi investment chief

Jim Edwards

Trump’s attacks on the Fed are hurting the dollar and driving up the price of gold

Jim Edwards

‘Peak Goldilocks’: The markets have bought the Fed rumors—watch for them to sell on the news

Jim Edwards

S&P 500 will hit 7,000 by early 2026, JPMorgan argues, as stocks climb ‘wall of worry’

Jim Edwards

Companies are spending so much on AI that they’re cutting share buybacks, Goldman Sachs says

Jim Edwards

When AI’s ‘inevitable slowdown’ comes it could tank S&P 500’s valuation multiple by up to 20%, Goldman Sachs says

Jim Edwards

The price of gold could hit $5,000 if Trump keeps meddling with the Fed, Goldman Sachs says

Jim Edwards

Nvidia’s massive market cap is a ‘bubble risk,’ Deutsche Bank says: ‘We appear to be in uncharted territory’

Jim Edwards

Gold hits new record and stock futures tumble as Wall Street worries over Trump’s tariff price increases

Jim Edwards

Tech stocks head south as investors see that growth in AI may not be limitless

Jim Edwards

Trump’s war on the Fed created a ‘twist steepener’ in the bond market and it’s hurting the dollar

Jim Edwards

Investors are ignoring the coming wave of tariff-driven inflation, Deutsche Bank warns

Jim Edwards

Investors got a look at a world where the dollar isn’t a reliable reserve currency and decided they didn’t like it

Jim Edwards

Wall Street is scared that we’re looking at the end of the Fed’s independence

Jim Edwards

Goldman Sachs says we’re on the verge of a stablecoin gold rush worth trillions

Jim Edwards

Sam Altman might be right: He’s not the only one who thinks the stock market is in ‘bubble’ territory

Jim Edwards

The bond market is signalling that a September cut from the Fed is no longer locked in

Jim Edwards

AI spending added 0.5% to GDP growth and the Magnificent 7 stocks are driving the market

Jim Edwards

There’s a good reason stocks continue to hit all-time highs—most companies are beating expectations, JPMorgan says

Jim Edwards

Markets cashed in on the war in Ukraine but may like peace with Russia even more, top analysts say

Jim Edwards

The ‘Fed put’ is back: If Tuesday’s inflation report is bad expect chaos in the markets

Jim Edwards

The dollar is in decline because of a global ‘loss of faith in U.S. leadership,’ Macquarie says

Jim Edwards

The U.S. economy may be ‘bad to ugly’ right now but investors are loving every minute of it

Jim Edwards

HPE got tangled in MAGA conspiracy theories and now its $14 billion merger with Juniper could be thrown out

Jim Edwards

Starbucks’ stock is being pummelled by Trump’s coffee tariffs while the rest of the market soars