Weekly Outlook: July 28, 2025
July 27, 2025
The focus of global markets is shifting this week. While U.S. data remains important, the most significant catalysts are now emerging from abroad.
CI Markets Weekly
Weekly, data-driven analysis of the key assets and macroeconomic themes shaping global markets, powered by the Complete Intelligence artificial intelligence platform, CI Markets.
Weekly Outlook: Jul 21, 2025
July 20, 2025
As inflation worries ease, markets are turning to new concerns: global growth risks and company-specific fundamentals. This week, we explore a flight to safety driving gold higher, a bond market signaling a major shift in rate expectations, and headwinds facing Apple amid supply chain strains. Our analysis highlights why investors need a more selective and nuanced approach in today’s evolving landscape.
Weekly Outlook: Jul 14, 2025
July 14, 2025
This week’s markets reflect sharp divergences across equities, currencies, and commodities. We examine S&P 500 consolidation ahead of earnings, a decisive EUR/USD move driven by central bank policy gaps, and WTI crude’s renewed climb on strong demand and geopolitical risk. With no single dominant theme, success now requires a granular focus on asset-specific drivers.
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