EUR/USD — Euro Near 1.2000 as “Sell America” Takes Control Key Highlights Market Overview EUR/USD extends its rally and consolidates just below 1.2000 as the “Sell America” narrative dominates cross-asset positioning. Dollar weakness remains the primary driver, supported by softer employment momentum and persistent geopolitical uncertainty tied to US–Europe tensions. With the Fed decision ahead, […]
STOCKS (S&P 500) — Breaks Above 7,000 as AI Narrative Dominates Key Highlights Market Overview US equities continue to grind higher, with the S&P 500 breaking above 7,000 as investors focus on AI-linked earnings momentum rather than currency stress. Big Tech anticipation remains the engine, supported by expectations around capex and monetization signals. The Fed
STOCKS (S&P 500) — Recovery Extends, but Momentum Cools Into Resistance Key Highlights Market Overview US equities climb further as geopolitical relief supports risk-on positioning, pushing the S&P 500 back toward key resistance near 7,000. However, the fade from intraday highs suggests traders remain cautious about durability—relief rallies can lose traction quickly if uncertainty returns.
EUR/USD — Euro Holds High Ground as Tariff Threats Recede Key Highlights Market Overview EUR/USD extends higher and consolidates near 1.1750 as markets treat geopolitical de-escalation as the dominant driver. The removal of immediate tariff threats has boosted risk appetite and reinforced Euro resilience, even as US growth and labor indicators remain robust. The Dollar’s
EUR/USD — Euro Breaks Higher as Trade Risk Undermines Dollar Key Highlights Market Overview EUR/USD extends its advance after breaking above the 1.1700 threshold as markets reassess US policy credibility amid escalating trade rhetoric. President Trump’s widening tariff threats against European nations have intensified concerns over US economic unpredictability, triggering Dollar weakness despite rising Treasury
STOCKS (S&P 500) — Trade Shock Triggers Broad Risk Repricing Key Highlights Market Overview US equities retreat sharply as markets confront the implications of an expanding US–Europe trade conflict. Trump’s aggressive tariff strategy and geopolitical demands have reignited policy uncertainty, prompting broad de-risking across indices. Elevated valuations and concentrated positioning have amplified downside pressure, while
EUR/USD — Tariff Shock Weakens Dollar Key Highlights Market Overview EUR/USD pushes higher as markets digest escalating US–Europe trade tensions. Trump’s tariff announcement targeting major European economies has shifted sentiment against the Dollar, with investors pricing in growth risks and potential inflation distortions from trade barriers. Coordinated EU retaliation has reinforced Euro resilience. Technical Outlook
SPX/USD — Tariff Fears Pressure Equities Key Highlights Market Overview US equities weaken as markets reopen to price Trump’s tariff escalation. Futures signal downside risk, with investors reassessing growth, valuation, and trade-war implications. While earnings optimism persists, headline risk remains dominant. Technical Outlook (H4) Key Levels Resistance: 6894.38; 6928.69Support: 6857.44; 6826.29 Fremora Takeaway Oversold conditions
What the Powell Probe, Chair Speculation, and PCE Data Mean for Markets (January 19–23, 2026) Fremora | Market clarity without complexity This week is not driven by a single data point or earnings surprise. It is shaped by something more fundamental: confidence in institutions. Markets are navigating an unusual combination of political pressure on the
Why Netflix, Intel, and the Quiet Rotation Matter More Than Headlines This Week Fremora | Market clarity without complexity U.S. stocks head into the week near record highs, but the focus is shifting. This is no longer a market driven by macro optimism alone. As fourth-quarter earnings season ramps up, equities are moving into a
