By Bas Kooijman, CEO and Asset Manager of DHF Capital S.A U.S. equity markets closed the final full trading week of the year with mixed performance, reflecting a balance between economic uncertainty and easing inflation pressures. Smaller companies underperformed, with the Russell 2000 declining, while technology-heavy indexes showed modest resilience.…
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S&P 500 Rebound Signals a Sentiment Shift as Markets Price in 2026 Rate Cuts and an AI-Driven Growth Cycle
By Rania Gule, Senior Market Analyst at XS.com – MENA The rebound seen in the S&P 500 after four consecutive sessions of losses, trading around the 6,774 level, points to more than just a short-term technical move. In my view, it reflects a gradual shift in investor sentiment toward the…
Continue ReadingGold Consolidates Near Record Highs, Bullish Drivers Remain Intact
By Milad Azar, Market Analyst at XTB MENA Gold traded in a range near record highs on Friday and is set to close a second consecutive week in positive territory. The metal remained broadly unchanged as investors reacted to the mixed data released yesterday. While US inflation data came in…
Continue ReadingSanta Rally Takes Shape as Global Markets Turn Risk-On Amid Central Bank Pause, Says Pepperstone’s Michael Brown
By Michael Brown, Senior Research Strategist at Pepperstone DIGEST – Sentiment steadied yesterday with stocks rebounding, amid subdued trade elsewhere, with the central bank bonanza proceeding largely as expected. Today, UK retail sales highlights the docket. WHERE WE STAND – Ladies and gents, we have finally made it to the…
Continue ReadingSilver Breaks Into Record Highs Driven by a New Macro and Industrial Cycle
By Antonio Di Giacomo, Senior Market Analyst at XS.com Silver is going through one of the most significant moments in its recent history, consolidating around the $ 66-per-ounce area after decisively breaking through key resistance levels that had capped its advance for years. So far in 2025, the metal has…
Continue ReadingDollar Steadies Ahead of Key Inflation Test
By Bas Kooijman, CEO and Asset Manager of DHF Capital S.A The US dollar was relatively stable on Thursday, with traders adopting a cautious stance ahead of new data releases that could reshape expectations for Federal Reserve policy and drive renewed volatility across currencies and bond markets. The main focus…
Continue ReadingRising Natural Gas Prices: A Temporary Rebound Driven by Short Covering or the Start of a Real Trend Reversal
By Rania Gule, Senior Market Analyst at XS.com – MENA In light of the recent movements in natural gas prices toward $4.017, I believe that what the market is currently experiencing cannot be described as a fundamental trend reversal as much as it is a short-term repositioning driven by technical…
Continue ReadingMichael Brown’s Market View: Stocks Pull Back as CPI and Central Banks Take Centre Stage
By Michael Brown, Senior Research Strategist at Pepperstone DIGEST – Stocks rolled over yesterday while the dollar and Treasuries both advanced, as sentiment softened ahead of today’s US CPI figures, and five G10 policy decisions in the next 24 hours. WHERE WE STAND – Right then, the penultimate ‘proper’ trading…
Continue ReadingUSD Gradually Loses Its Advantage Against the EUR as Markets Are Driven by Interest Rate Expectations
By Linh Tran, Market Analyst at XS.com EURUSD has recently pulled back from its peak near the round-number level of 1.1800, reflecting a more cautious investor sentiment after a period in which the euro recovered significantly against the US dollar. At this stage, the key driver of EURUSD lies in…
Continue ReadingDHF Capital launches Luxembourg-based DHF Nova Fund with AI-led multi-asset strategy
Dec 18: DHF Capital S.A. announced the launch of DHF Nova Fund S.C.S.p, a Luxembourg-structured fund designed for professional investors and family offices. The firm says the fund uses a proprietary, AI-led investment process to trade across liquid markets, including currencies, listed equities, and commodities. According to DHF Capital, the…
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