The world turns on cheap China: Shein feels it | MarketTalk
The changing global trade landscape and G20 pushback against cheap Chinese exports will pressure Alibaba's business model.
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Most coveredCrude oil 9 →Bitcoin 9 →US equities 7 →
The changing global trade landscape and G20 pushback against cheap Chinese exports will pressure Alibaba's business model.
The changing global trade landscape and G20 pushback against cheap Chinese exports will pressure PDD's business model.
Equities pressured lower by the oil rally and rising yields
Hawkish Fed expectations after Warsh's Jackson Hole speech send the US dollar higher
Renewed Middle East tensions push oil prices higher
Diesel prices are not easing even as crude prices ease — diesel stays elevated/higher
Copper remains supported by tight physical markets, electrification/AI demand and backwardation — nice setup for hard commodities
Treasury cash used to expand bond buybacks may support bonds in the short run
Bitcoin is waking up and going strong
USDJPY is pushing back toward the critical 160 level despite pressure on the BoJ over yen weakness
EURUSD outlook is becoming more constructive as the pair breaks out of its bearish trend; softer Fed expectations, a cautious ECB and US debt/dollar debasement concerns should continue to support the euro
Falling Chinese yields support Chinese equity valuations
Risks rise but the bull won't budge — strong Q2 earnings should continue to support risk appetite this week
Rising oil prices may start weighing on European stock appetite
Long-term US borrowing costs remain high and rising amid rising debt, geopolitical uncertainty and shifting global capital flows
Muted US CPI and strong earnings fuel stocks higher
Stoxx600 expectations improve
Gold benefits from geopolitical uncertainty, rising debt and weaker confidence in US assets
US yields soften into Wednesday's CPI data
US dollar softens into Wednesday's US CPI data
Euro has limited upside potential even with a hawkish ECB.
An LNG supercycle is underway, driven by geopolitical shifts, energy security concerns and growing global demand.
Rising oil prices weigh heavily on equities, with the selloff spreading from Korean semiconductors to Europe and the US.
Rising oil prices continue, reigniting inflation fears and pushing bond yields higher.
A deeper downside correction may be on the horizon for gold in Q3 2026.
S&P 500 earnings outlook is very strong.
Bitcoin is losing its shine heading into Q3 2026.
Strong earnings expectations and abundant liquidity continue to support risk appetite; H2 begins with bulls in charge.
The US dollar is regaining strength as markets price a more hawkish Fed.
AI remains the dominant investment theme with semiconductor stocks continuing to lead the rally.
Falling oil prices are helping ease inflation fears.
The Hang Seng is near a bear market.
Experts say stay in NVIDIA.
The bears are back for Bitcoin.
Ethereum is in full crisis mode, struggling with developers leaving the foundation and a stagnating price.
Rising JGB yields threaten (pressure) global risk assets
Too early to call the end of the energy crisis — oil prices to stay elevated/supported
The oil rally stalls into the $115-120 per barrel zone
Brent crude consolidating near $100 with rising oil prices and persistent inflation pressure
Semiconductor names continue to outperform on strong AI-driven demand
Bitcoin is finally breaking out and showing strength
Tech and AI names remain resilient and are becoming interesting — tech in
AI is crashing software valuations
Gold's long term outlook remains bullish (medium term unclear)
Crude oil will ease from crisis levels
XRP gaining speed again according to futures traders
Nvidia forecasts $1 trillion in AI chip revenue through 2027
Rising energy prices are bad for the euro.
Bitcoin is showing actual debasement trade strength that we haven't seen in a long time, defying the odds.
Oil continues to rise despite the strategic reserve release.
NEAR is showing AI-driven strength.
The dollar keeps strengthening.
US indices can't keep rising given the unideal macro setup — rising energy prices, tighter financial conditions and geopolitical uncertainty could hit earnings.
The euro is set to take aim at the USD's global seat.
Nasdaq could drop 10-20%.
Memory chip makers' valuations look stretched / in bubble territory.
Equities up and rates cut in the 2026 outlook.
The European equity outlook remains bullish.
Iran de-escalation pulls oil prices down.
Japanese stocks are on a roll thanks to the Takaichi rally, with the Topix leading.
World Bank raising 2026 growth forecasts is positive for EM stocks.
Commodities are favoured as inflation protection.
If the Fed can't follow data and inflation picks up, investors need inflation-protection assets like gold.
Strong start for cryptos in 2026 with Bitcoin analysed for a potential ATH.
Copper hits record highs on tariff-driven flows and strong underlying demand.
The softer US dollar is providing extra fuel for the metals rally.
China's silver export restrictions amplify the price rally.
Tech disappetite is likely to persist until AI investment translates into sustainable revenues, keeping rotation away from tech dominant.
Risk-sensitive assets such as Bitcoin have come under pressure amid the sentiment shift.
Stock market optimism feels stretched.
Tesla is TOO expensive
Bitcoin is attempting to go for 100k USD as bullish news increases
BTC might break 100k USD to the downside amid a crypto crisis
Medium term outlook for WTI remains dull despite the jump past $60pb
Gold's price pullback doesn't derail the long term bullish outlook
US crude outlook softens despite the rebound after OPEC's output hike
Alibaba is seen shooting above $200 per share
The dollar could claim a medium term bullish correction/recovery on the way the Fed manages policy and independence