Analisis

America’s AI Spending Boom Is Turning Into a Technological Arms Race

America’s AI Spending Boom Is Turning Into a Technological Arms Race

America’s largest technology firms have already doubled their AI-related spending compared with the whole of 2025, accelerating the global race for technological dominance. Capital is flowing not only into AI models, but also into data centers, semiconductors and energy infrastructure, reinforcing the technology sector’s growing influence over global equity markets.
Headway | 26 hari yang lalu
Yen Stabilises, but Intervention Risks Remain

Yen Stabilises, but Intervention Risks Remain

USD/JPY is holding near 156.83 on Friday. Despite heightened volatility in recent sessions, the yen is set to end the week broadly unchanged. Fears of intervention and Tokyo's firm rhetoric have failed to support a sustained strengthening of the currency.
RoboForex | 26 hari yang lalu
Markets Turn Cautious Ahead of U.S. NFP Report

Markets Turn Cautious Ahead of U.S. NFP Report

U.S. stocks closed lower on Thursday, as Intel and other chip stocks pulled back after earlier gains, while uncertainty surrounding U.S.-Iran peace talks also weighed on the broader market. The Dow fell 0.63%, the S&P 500 dropped 0.38%, and the Nasdaq declined 0.13%. U.S. Treasury yields rose in volatile trading, while the dollar recovered early losses and remained firm against most major currenci
ATFX | 27 hari yang lalu
Gold, Oil and the Quiet Rewriting of the Global Financial Order

Gold, Oil and the Quiet Rewriting of the Global Financial Order

Gold and oil have become the defining assets of 2026, reflecting far more than simple commodity cycles. From Middle Eastern tensions to shifting monetary expectations, markets are increasingly questioning the future role of the US dollar itself. As confidence in existing financial structures slowly evolves, real assets may once again become the foundation of global monetary power.
Headway | 27 hari yang lalu
Today Technical Analysis: Gold Settles Above $4,700 on Renewed Weakness in the US Dollar

Today Technical Analysis: Gold Settles Above $4,700 on Renewed Weakness in the US Dollar

Gold continues to show exceptional bullish momentum on the 1-hour timeframe after breaking above the previous consolidation zone near $4,700. Price is currently trading near $4,750 after a sharp impulsive rally. The moving averages are in a perfect bullish alignment, with MA5 above MA10 and both comfortably above the MA20, while all three averages are sloping upward.
STARTRADER | 27 hari yang lalu
AUDUSD at 4-Year Highs: All Eyes on RBA’s Looming Rate Decision

AUDUSD at 4-Year Highs: All Eyes on RBA’s Looming Rate Decision

AUD/USD has surged to four-year highs, driven by a widening rate differential as the RBA aggressively tightens policy while the Fed holds steady. With inflation climbing above 4% and oil prices elevated by the Iran conflict, the central bank faces mounting pressure. All eyes are on the upcoming rate decision — and whether hawkish guidance will push the pair through key resistance at 0.7244.
ActivTrades | 27 hari yang lalu
Pound Reaches Fresh Highs as the US Dollar Weakens

Pound Reaches Fresh Highs as the US Dollar Weakens

GBP/USD climbed to 1.3599 on Thursday, with sterling testing its highest levels since mid-February during the previous session. The pound continues to gain support from weakening demand for the US dollar as a safe-haven asset amid growing optimism surrounding a possible agreement between the US and Iran.
RoboForex | 27 hari yang lalu
Japan’s Yen Intervention: A Desperate Measure in an Unfavorable Environment?

Japan’s Yen Intervention: A Desperate Measure in an Unfavorable Environment?

Japan's yen has fallen to multi-decade lows against major currencies, forcing authorities into repeated market interventions. Despite official action, structural headwinds — elevated oil prices, negative real rates, and a hawkish Fed — continue to weigh on the currency. With policy credibility under pressure, the question remains: can intervention alone reverse the yen's relentless decline?
ActivTrades | 27 hari yang lalu
Dollar slides as oil plunges on renewed peace hopes

Dollar slides as oil plunges on renewed peace hopes

US-Iran deal hopes intensify, pushing oil off the cliff - Dollar retreats as easing inflation fears reduce Fed hike pressure - Yen jumps on intervention speculation - Wall Street rallies to record highs, gold breaks key resistance
XM Group | 27 hari yang lalu
Iran Reviews U.S. Peace Plan as Stocks Hit Records

Iran Reviews U.S. Peace Plan as Stocks Hit Records

Today, investors will continue to watch for progress on the peace agreement. U.S. initial jobless claims will also be in focus, with the figure expected to rise to 205K from 189K previously. A higher-than-expected reading may point to further weakness in the labor market and offset optimism from the stronger ADP employment data. U.S. March construction spending is expected to return to growth.
ATFX | 27 hari yang lalu