AI bubble top tail risk, long gold most crowded trade according to BofA survey

Global investors stay “uber-bullish” but asset price upside in Q1 is harder Commodity overweight at highest since May 2022 Equity overweight at highest since December 2024 Most optimistic on earnings since August 2021, but investors saying companies are “overinvesting” at new record AI bubble is top tail risk Long gold is the most crowded trade […]
The long game: how to identify retirement-ready SIPP stocks

Image source: Getty Images For UK investors, a Self-Invested Personal Pension (SIPP) is quickly becoming the go-to choice for retirement. More and more Brits are opting for the greater control, flexibility, and improved investment choices it provides. But when considering a SIPP, it’s critical to identify the right stocks from day one. In most cases, […]
UK December ILO unemployment rate 5.2% vs 5.1% expected

Prior 5.1% Employment change 52k vs 94k expected Prior 82k Average weekly earnings +4.2% vs +4.6% 3m/y expected Prior +4.7% (revised to 4.6%) Average weekly earnings ex bonus +4.2% vs +4.2% 3m/y expected Prior +4.5% (revised to 4.4%) January payrolls change -11k Prior -43k (revised to -6k) As a general reminder, the UK labour market […]
How much do you need in a Stocks and Shares ISA for a £2,661 monthly passive income?

Image source: Getty Images With a Stocks and Shares ISA, Brits have an excellent chance of earning a robust retirement income. These investing products target the immense wealth-growing power of the stock market. They also provide protection from capital gains, dividend, and income taxes. But how much would you need in one of these tax-efficient […]
Germany January final CPI +2.1% vs +2.1% y/y prelim

Prior +1.8% HICP +2.1% vs +2.1% y/y prelim Prior +2.0% This article was written by Giuseppe Dellamotta at investinglive.com. Source link
Tesco shares are up 16% over 1 month… what’s going on?

Image source: Getty Images To me, Tesco (LSE:TSCO) shares look a little expensive. The company has a lot going for it, but the valuation is starting to look a little stretched, especially after surging 16% over the past month. Now, it should be said that the stock fell nearly 10% at the beginning of January […]
FX option expiries for 17 February 10am New York cut

EUR/USD 1.2000 (EUR 940.83 mn) 1.1900 (EUR 1.34 bn) 1.1700 (EUR 975.72 mn) USD/JPY 156.00 (US$ 1.95 bn) 151.00 (US$ 1.09 bn) GBP/USD USD/CHF USD/CAD 1.3600 (US$ 1.02 bn) 1.3500 (US$ 973.00 mn) AUD/USD NZD/USD 0.6100 (NZD 140.98 mn) 0.5975 (NZD 196.92 mn) EUR/GBP WHAT ARE OPTION EXPIRIES? The FX option expiration price levels refer […]
This Ramadan, Versus Trade Presents Its 100% Deposit Bonus Campaign

100% Ramadan Mubarak Bonus — discipline meets opportunity. In honor of the holy month of Ramadan, Versus Trade — an award-winning CFD broker — introduces a special Ramadan 100% Deposit Bonus, a limited-time offer created to support traders during a period traditionally associated with focus, patience, and reflection. Designed as a seasonal opportunity, the bonus […]
What are the main events for today?

EUROPEAN SESSION In the European session, the main highlight will be the UK employment report. The consensus is for 94K jobs added in the three months to December 2025 vs 82K in the prior month, with the Unemployment Rate expected to remain unchanged at 5.1%. The Average Earnings incl. Bonus is expected at at 4.6% […]
investingLive Asia-Pacific FX news wrap: USD/JPY sharp drop

Japan 5-year JGB auction sees steady demand, bid-to-cover at 3.10 RBNZ to hold, signal rate hikes ahead, ING. Upside risks for NZ/US toward 0.62 by year-end India central bank finalises easier foreign borrowing rules for corporates Oil steady as Iran drills near Strait of Hormuz ahead of US talks US dollar positioning hits record underweight […]