by cfm_admin | Aug 7, 2026 | Weekly Wrap
The United States (US) Dollar Index (DXY) has fallen to a near seven-week low, sitting just below 100, a move that cannot be attributed to a single event – it came from several forces converging simultaneously. The US Federal Reserve (Fed), Japan’s currency...
by cfm_admin | Jul 31, 2026 | Weekly Wrap
United States (US) Artificial Intelligence (AI) stocks have entered a new phase and the market is starting to notice. For two years the investment thesis was simple: anything with AI in the narrative was a buy, capital expenditure (capex) was a signal of commitment...
by cfm_admin | Jul 24, 2026 | Weekly Wrap
The Iran conflict began as a United States (US)-Israel military operation against a single state actor on 28 February. Nearly five months later it has acquired a regional architecture that makes resolution considerably more complicated. This week the Houthis,...
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...
