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CPI, Capital Spending & Cracks in the Market
👋 Welcome Back Investors! (February 9 to 13, 2026) The second full trading week of February delivered a mix of cooling inflation data and sharp company specific moves that kept markets on edge. The latest CPI report took center stage, shaping expectations around the Federal Reserve’s next steps and giving investors fresh clues on the rate outlook. Meanwhile, in corporate news, Cineplex reported a NOTICEABLE profit drop, raising questions about consumer spending trends. On t
Daniel Ledenev
5 days ago5 min read
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February Hits Hard: Volatility, Tech Pullbacks, and a Reality Check
👋 Welcome Back Investors! (February 2 to 6, 2026) The first full trading week of February came in hot! Markets hit a speed bump as tech stocks slid, pulling major indexes lower and reminding investors just how jumpy sentiment still is. Commodities added to the drama, with gold taking a sharp plunge after a strong January run, catching plenty of traders off guard. Across the Atlantic, Poland and Germany stepped up, calling for stronger leadership to kick start Europe’s econo
Daniel Ledenev
Feb 85 min read
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Markets on Edge: Earnings, Gold, and a Fed Shake Up
👋 Welcome Back Investors! (January 26 to 30, 2026) This last trading week of January kept markets busy as investors reacted to a mix of global warnings, earnings results, and policy shifts. The United Nations raised alarms after warning of an imminent financial collapse, while earnings stayed in focus as the Magnificent Seven reported, with Apple posting record iPhone sales that still failed to lift its stock. At the same time, gold and silver sold off sharply after recent
Daniel Ledenev
Jan 314 min read
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Markets Under Pressure: Tariffs, Yields, and a World in Transition
👋 Welcome Back Investors! (January 19 to 23, 2026) This past week kept markets busy as investors reacted to a mix of corporate headlines, global bond moves, and rising geopolitical noise. Amazon made waves after announcing another round of job cuts, while a sell off in Japanese government bonds added pressure across global fixed income markets. Trade tensions also crept back into focus after President Trump threatened additional tariffs on Canada, raising fresh concerns for
Daniel Ledenev
Jan 246 min read
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Capital in Motion: Deals, Data, and Global Shifts
👋 Welcome Back Investors! (January 5 to 9, 2026) The first full trading week of the year delivered a mix of headline making developments and market reactions. Geopolitical headlines including the U.S. push into Venezuela’s oil sector and President Trump urging major energy firms toward a potential $100 billion investment prize; drove energy stocks and commodity prices into focus, while broader supply concerns helped lift crude across the board. Markets also digested softer
Daniel Ledenev
Jan 105 min read
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Closing the Books on 2025
👋 Welcome Back Investors! (Dec 29 to Jan 2, 2026!) The final trading days of the year set the stage for what’s shaping up to be a pivotal 2026. Deal making closed out 2025 on a strong note, with Meta acquiring a Chinese founded AI startup for $2 billion, underscoring Big Tech’s race to secure cutting edge AI talent and capabilities, while SoftBank announced a $4 billion acquisition of DigitalBridge to scale next generation AI and data center infrastructure. At the same time
Daniel Ledenev
Jan 25 min read
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Signals, Shifts, and Safe Havens
👋 Welcome Back Investors! (December 22 to 16, 2025) This holiday shortened week delivered a mix of corporate headlines and global market themes as stocks hovered near record highs. Deal activity returned to the spotlight, media companies pushed back against consolidation pressure, and precious metals rallied as investors positioned for potential rate cuts in the year ahead. Overseas, Europe’s energy transition faced real world constraints, while in tech, new performance dat
Daniel Ledenev
Dec 28, 20255 min read
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Markets in Motion: Banks Go Crypto, Inflation Blurs, Metals Shine
👋 Welcome Back Investors! (December 15 to 19, 2025) This week delivered a steady flow of corporate and macro catalysts as investors balanced innovation with inflation signals. JPMorgan Chase made waves with its continued push into crypto infrastructure, while PayPal re-entered the spotlight as discussions around its banking ambitions resurfaced. On the macro front, CPI data played a key role in shaping rate expectations, while gold and silver moved as investors reassessed i
Daniel Ledenev
Dec 20, 20255 min read
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Bitcoin Drops, Meta Reshapes, and Netflix Goes Big
👋 Welcome Back Investors! (December 1 to 5, 2025) This week delivered sharp moves across markets as a pullback in crypto weighed on broader risk sentiment. U.S. stocks slipped early after Bitcoin tumbled more than 6%, dragging down tech and crypto names. Meta made headlines after Bloomberg reported the company plans to cut up to 30% of its metaverse budget, signaling a strategic pivot toward AI infrastructure and higher-return projects. Meanwhile, Netflix made headlines wit
Daniel Ledenev
Dec 6, 20255 min read
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