MarketPulse - The Beat of the Global Markets

WTI in focus with US-Iran talks cancelled – US Oil Outlook
WTI Oil Update: WTI Oil rebounds to $65 as US-Iran talks in Turkey are cancelled. Markets brace for escalation after Washington demands action on ballistic missiles. We analyze the "regime change" debate, the intervention risks, and why the $61.50 gap-fill was short-lived.
by Elior Manier
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Rebalancing continues as Tech dives – Dow Jones & US Index Outlook
S&P 500, Dow Jones, Nasdaq Analysis and Trading Levels – Market Regime Change: Passive tech investing is over. As AI enters creative destruction, capital rotates from digital middlemen to tangible Value sectors like Farming and Railroads. With the Dow/Nasdaq ratio reclaiming 2.00, we analyze the new trend and key levels for US indices.
by Elior Manier
Amazon (AMZN) Earnings: The $700 billion milestone and the AI crossroads
Preview of Amazon's Q4 2025 earnings, where the company is set to surpass $700B in annual revenue. The article highlights investor concerns over the massive $125B+ Capex for AI data centers, the necessity for sustained AWS growth, and the crucial need for CEO Andy Jassy to communicate a clear path for AI investment ROI to reassure a jittery market.
by Zain Vawda
The Euro's double-edged moment: ECB set to hold rates despite strength and growth drag
The ECB is expected to hold its key interest rates, keeping the Deposit Facility Rate at 2.00% as January's inflation hit the 2% target. The focus shifts from rate cuts to "how long" rates will remain stable. However, the Euro's recent strength poses a double-edged moment helping to suppress imported inflation but threatening Eurozone export competitiveness and growth. The press conference will be key for future policy signals.
by Zain Vawda

Top cryptocurrency news and analysis

Risk-off flows and a Tech/AI Panic – Market Reactions
Markets flash red after the latest geopolitical scare: Risk assets slide as the USS Abraham Lincoln downs an Iranian drone in the Arabian Sea. Bitcoin breaks $75k and stocks slip, while Oil and Metals rally on safe-haven flows. We analyze if current developments mark the start of a deeper deleveraging event.
by Elior Manier
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Top commodities news and analysis

WTI in focus with US-Iran talks cancelled – US Oil Outlook
WTI Oil Update: WTI Oil rebounds to $65 as US-Iran talks in Turkey are cancelled. Markets brace for escalation after Washington demands action on ballistic missiles. We analyze the "regime change" debate, the intervention risks, and why the $61.50 gap-fill was short-lived.
by Elior Manier
Risk-off flows and a Tech/AI Panic – Market Reactions
Markets flash red after the latest geopolitical scare: Risk assets slide as the USS Abraham Lincoln downs an Iranian drone in the Arabian Sea. Bitcoin breaks $75k and stocks slip, while Oil and Metals rally on safe-haven flows. We analyze if current developments mark the start of a deeper deleveraging event.
by Elior Manier
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Central banks news

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