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The U.S. dollar fell on Monday, as growing optimism that Washington’s prolonged government shutdown is nearing resolution reduced demand for safe-haven assets. At 04:00 ET (09:00 GMT), the Dollar Index, which measures the greenback against six major currencies, was down 0.1% at 99.370, extending mild losses from the previous week. Shutdown Progress Lifts Risk Sentiment…

Drone alerts at German and European airports! At the same time, criticism of Germany’s defense policy is growing louder. Is the federal government investing too much in tanks and other heavy equipment and too little in drones and counter-drone systems? This opinion is shared not only by the head of Germany’s new drone star, Helsing,…

Retail investors are expected to keep adding money to equities well into early 2026, according to JPMorgan analysts, who pointed to strong seasonal trends and ongoing momentum in exchange-traded fund (ETF) flows as key drivers. Analyst Nikolaos Panigirtzoglou wrote that “from a seasonality point of view, the strong momentum in the retail impulse into equities…

Wolfe Research expects the recent stock market strength to remain largely driven by mega-cap companies, with both fundamentals and sentiment continuing to favor the biggest names. Analyst Chris Senyek noted that “by far the most common inbound question we’ve received from investors over the past few weeks has been whether we expect the market to…

Retail investors have scaled back gold purchases this quarter amid a decline in prices, according to JPMorgan, which pointed to easing demand for both exchange-traded funds (ETFs) and physical gold after strong inflows earlier in the year. “Since the start of 4Q, there has been a slowing in the retail impulse into gold amid the…

Deutsche Bank reported that foreign exchange volatility has dropped sharply as November begins, marking a major shift in market sentiment. The bank noted that EUR/USD 12-month implied volatility has now completely reversed its post-election surge following President Trump’s victory a year ago. According to the bank’s analysis, the market appears to have moved past the…

U.S. equities have strengthened in recent weeks, powered by renewed earnings momentum and expanding valuations — particularly in Technology and other growth-oriented sectors, according to Barclays. The bank said third-quarter results broadly outperformed expectations, with 81% of S&P 500 companies beating estimates, well above the long-term average of 76%. Year-over-year, earnings rose 11.6% while sales…

Bank of America Securities reported that its clients were heavy net sellers of U.S. equities last week, marking one of the largest selloffs on record and driven primarily by institutional investors. Total single-stock sales reached $10.9 billion, the highest level since November 2022 when measured as a percentage of the S&P 500’s market capitalization, according…