by cfm_admin | Jul 17, 2026 | Weekly Wrap
This has been a year for the books. Despite massive geopolitical uncertainty, tech stocks surged over 80% in the first half of 2026. For the past few weeks, however, the sector has been moving violently between positive and negative territory with no clear direction. ...
by cfm_admin | Jul 10, 2026 | Weekly Wrap
For several weeks, global markets allowed themselves to price in the comforting narrative of geopolitical de-escalation. The diplomatic dance in Switzerland and preliminary understandings over Persian Gulf maritime traffic had driven the crude oil price down from its...
by cfm_admin | Jul 3, 2026 | Weekly Wrap
This week, the Japanese yen hit ¥162.66/$, its weakest level since 1986. The last time the rate was at this level, Japan was deep inside the asset bubble that would erase a generation of wealth. That context matters, because it is the insight which is informing the...
by cfm_admin | Jun 26, 2026 | Weekly Wrap
The global financial landscape is navigating a significant and volatile paradox. For months, markets have operated within a defensive framework shaped by energy shocks and a hawkish shift in monetary policy. This week, however, the main driver of global asset prices...
by cfm_admin | Jun 19, 2026 | Weekly Wrap
The term “currency war” was last in wide circulation around 2010, when Brazil’s then-Finance Minister, Guido Mantega, used it to describe what major economies were doing to their exchange rates through quantitative easing and competitive devaluation....
