My-Erow

My-Erow

While you may think AI isn't in a bubble, keep in mind that Nvidia is 80% overvalued. This explains why over 500billion USD evaporated in one day. The DeepSeek AI bubble burst has likely triggered a cascade of financial disruptions, ultimately leading to the decline in gold prices. As the AI sector collapses, investors bullish in AI stocks face massive losses,...

My-Erow Updated 

The victory of Donald Trump in the U.S. presidential election, combined with the growing trend of de-globalization, has had notable economic ripple effects, particularly influencing global inflation rates. Trump's protectionist policies, such as tariffs on imports and renegotiated trade agreements, fueled trade tensions and disrupted global supply chains. This...

My-Erow

I have seen how broken structures come together to be a mighty force, but the Euro is an exception becomes its highly fragmented and growing much more apart. The cutting of rates after about a decade of ultra-low interest rates, it will take a while to get used to an expensive Euro. Mood : Slightly bearish.

My-Erow

Nigeria's economy has shown remarkable resilience in the second quarter of the year, defying expectations and paving the way for a promising outlook. Despite global challenges, the West African nation has made significant strides in key sectors, setting the stage for a robust performance in the remaining half of the year. Under the leadership of Governor Cardoso,...

My-Erow

This may simply be an allusion. The NSE is charging on a bullish notion, P/E ratio variably stands cheap.

My-Erow

Once, the US GDP fell behind consensus. I knew the Euro seemed to gain from this. And the NFP disappointed, too much bearish pressures against the USD. CPI will be the focus

My-Erow

PEPPERSTONE:USDCAD once again, upped the supply zone. The Fed last week indicated 3 rate cuts this if things kept going the way they were. But what things? Well, this could be Inflation and unemployment. A 4% unemployment is considered full employment coupled with the 2% expected core PCE which is coming out on the 29th of this month. With the commodity rage and...

My-Erow

Bearish outlook for the EUROZONE THIS WEEK. Its as simple as it gets. Charles Dow said price is everything

My-Erow

The spirited hearts of many Investors is the spell called "a soft landing" . Imagine this world with a low unemployment rate of 4% average, falling inflation and resilient economy. Yet, reality shock is war a an Oil squeeze. The reality show is NASDAQ:AAPL just became the largest smartphone producer. The fall is a strong dollar due to the highest interest rate...

My-Erow

Its been sincerely profound that all my analysis have been correct let alone this surprise BoE hawks. I was expecting a neutral stance but anything the pound needs right now is a bullish enigma. And it's got it! Central banks hawks are always coincidental fundamental analysis thus, my bias for a bull on this pair OANDA:GBPNZD

My-Erow

History repeats itself. what goes up most come down. Two vague quotes that have influenced the financial markets, acting almost like the law. Learn to understand the beast so you could manage your loses

My-Erow

Assumptions may be the global food inflation sustained the New Zealand economy. Assumptions maybe the employment data may not be good enough but remember, it's a lagging indicator. who knows? But I am bullish on commodity currencies this week.

My-Erow

The loonie is my best friend for the week. CAD has always been the last commodity mover historically. It's high time it bulls.

My-Erow

The war continues giving and keeps taking, for each resource consumed, there is an energy wasted. A barrel burnt, sanctions placed on the Russians too. I could go on, the OANDA:CADJPY is set to bull once the BoJ's bluff is called tomorrow my time.

My-Erow

Imagine a time like this, a time of extreme uncertainty, a time central banks have become the Lords of the rings, Declaring and delegating their authority through the prime use of interest rates and open market operations. This is also a time of WAR and energy is at its peak of importance. The middle east tensions coupled with America's fragile economy is a good...

My-Erow

Just last week monday, the NZ CPI(qoq) came out at 1.8% below the consensus but well above the CPI July quarter. This amazing because it's a net increase! Coupled with the positive Chinese GDP, I see Australia's CPI coming strong.

My-Erow

The German Flash PMI has been on a steady (MoM) decline and I see it has bottomed. Nevertheless, I expect WTI to outperform Gold this week, for this Middle East reason I choose EURAUD.

My-Erow

Best entry date for GU would be after the flash PMI on tuesday which would be a negative impact on the Pound. Creating a demand pool for price