Analisis

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 | 191 hari yang lalu
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 | 191 hari yang lalu
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 | 191 hari yang lalu
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 | 192 hari yang lalu
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 | 192 hari yang lalu
The crypto market has yet to satisfy sellers

The crypto market has yet to satisfy sellers

The crypto market is holding its ground, with Bitcoin facing resistance as it approaches $80K; sentiment is improving, but the risk of selloffs remains amid news developments and investor activity.
FxPro | 192 hari yang lalu
Oil: Up or Down – Take Your Pick

Oil: Up or Down – Take Your Pick

The ongoing tensions in the Middle East are keeping markets on edge, with negotiations failing to deliver real progress. The Strait of Hormuz remains a key pressure point, supporting oil above $100 and driving gas shortages. Even with potential de-escalation, structural supply constraints and rising logistics costs suggest energy prices may remain elevated.
Headway | 192 hari yang lalu
Today Fundamental Analysis: Asian stocks extend their gains despite geopolitical tensions, Brent settles above $100

Today Fundamental Analysis: Asian stocks extend their gains despite geopolitical tensions, Brent settles above $100

Asia-Pacific markets were mostly higher on Monday as investors remained focused on strong economic momentum and equity gains, despite renewed diplomatic setbacks between the U.S. and Iran and ongoing Middle East tensions. Japan’s Nikkei 225 rose 1.4% to a new record high above 60,900, while South Korea’s Kospi jumped 1.8%, also reaching fresh highs of 6,657.
STARTRADER | 192 hari yang lalu