Global Markets Investor

Global Markets Investor

Global Markets Investor provides data-driven analysis on global financial markets and economies. Every insight is backed by real positioning. If this helps you navigate ever-changing market developments, consider becoming a premium subscriber.

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GoldGold
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How is investor demand for gold and gold miners evolving?

How is investor demand for gold and gold miners evolving?

Let’s review what the numbers reveal about investor demand

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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The US debt crisis has reached unprecedented levels

The US debt crisis has reached unprecedented levels

Is there any long-term plan for resolving this?

Global Markets Investor
Global Markets Investor
Global Stock MarketsGlobal Stock Markets
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The global leveraged ETF market has seen a massive unwind

The global leveraged ETF market has seen a massive unwind

US and South Korean markets have driven the reversal

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
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US Big Tech credit risk is surging again

US Big Tech credit risk is surging again

AI-related debt is flooding the US investment-grade bond market, and investors are taking notice

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️This was an ugly US July jobs report

⚠️This was an ugly US July jobs report

The US job market cracks are widening

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks had their best week in 4 months. Weekly market recap, trading week 32/2026

US stocks had their best week in 4 months. Weekly market recap, trading week 32/2026

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
JapanJapan
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⚠️CHART OF THE WEEK: The size of the Japnese FX intervention is unprecedented

⚠️CHART OF THE WEEK: The size of the Japnese FX intervention is unprecedented

Meanwhile, the Treasury reportedly used euros instead of dollars for part of the operation

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
Market euphoria is back

Market euphoria is back

The crowd has never been more confident. How does this all resolve?

Global Markets Investor
Global Markets Investor
GoldGold
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Gold and silver prices are breaking out

Gold and silver prices are breaking out

Will the bullish momentum continue?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
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The AI chip boom is following a familiar playbook

The AI chip boom is following a familiar playbook

Is there more downside for semiconductor stocks ahead?

Global Markets Investor
Global Markets Investor
GoldGold
Central bank gold demand is improving

Central bank gold demand is improving

Central banks are single-handedly supporting gold demand right now

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
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Semiconductor stocks are seeing crisis-level losses

Semiconductor stocks are seeing crisis-level losses

The semiconductor trade has unfolded almost exactly as outlined in early July

Global Markets Investor
Global Markets Investor
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