Analýza

Intel Broke a 26-Year Barrier as the Semiconductor Cycle Was On

Intel Broke a 26-Year Barrier as the Semiconductor Cycle Was On

Shares of Intel have surged nearly 300% and broken above their 2000 highs for the first time in 26 years. The move reflects a broader re-rating driven by the emerging semiconductor cycle, with AI and infrastructure demand leading the shift. Political factors may support sentiment, but structural change remains the key driver.
Headway | Před 95 dny
Rising Oil prices dampen risk appetite

Rising Oil prices dampen risk appetite

Investors grow impatient with the slow progress in US-Iran talks; Oil prices edge higher again as the Hormuz Strait remains closed, putting gold under pressure; BoJ does not surprise with a rate hike, but hawkish dissenters keep dollar/yen below 160; Focus shifts to US data calendar and 7-year US auction;
XM Group | Před 95 dny
BoJ in Focus as Iran Awaits U.S. Response

BoJ in Focus as Iran Awaits U.S. Response

Today’s focus turns to the Bank of Japan, the first major central bank to announce its policy decision this week. Ongoing Middle East tensions mean the BoJ is widely expected to keep rates unchanged in April. However, markets will closely watch whether the governor’s press conference signals a possible June rate hike. Market expectations for a June rate hike have risen to 76%. For USD/JPY, the 160
ATFX | Před 95 dny
Central Bank Marathon: Analyzing Monetary Policy Amid Energy Sector Dynamics

Central Bank Marathon: Analyzing Monetary Policy Amid Energy Sector Dynamics

Global markets are entering a critical phase as the Fed, ECB, and BoJ prepare to signal their next policy direction amid persistent inflation pressures and rising energy prices. Investors are closely watching interest rate guidance and its potential impact on the USD, EUR, JPY, and risk assets. This week’s decisions could shape global market sentiment in the period ahead.
IUX | Před 95 dny
Central banks are taking the initiative

Central banks are taking the initiative

The US dollar initially rose at the start of the week, following oil prices, but quickly turned lower, losing a quarter of a per cent against a basket of major currencies since the start of the day.
FxPro | Před 96 dny