Tuesday 11 August 2026
the Financialspectator
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Market View

Market View

Broad risk-on, but duration remains the constraint

Global equity constructive with broad participation, but the signal remains incomplete: the Canary is on Caution and the fixed income bloc continues to show structural weakness.

9 August 2026 · fs_admin · 8 min
Documento Zero · 19 June 2026 · fs_admin

Document Zero – FX Single Pair Layouts Framework

The FX Single Pair Layouts Framework defines the shared methodological identity of articles dedicated to a single currency pair, structured across the Flash, Retail, and Pro…

2 August 2026 · fs_admin

Yen: the war on carry trade has begun

The yen carry trade is not over, but its risk profile has changed: coordinated interventions, vulnerable speculative positioning and a Bank of Japan poised to raise…

2 August 2026 · fs_admin

Asia Ignites the New Uranium Cycle

The uranium market is entering a structural phase driven by Asian demand. The scarcity does not lie in the ore itself, but in the supply chain:…

2 August 2026 · fs_admin

Microsoft, AI Now Drives Revenue Growth

Microsoft beats expectations with revenues of $90 billion and Azure up 43%, while Copilot reaches 30 million paid seats. The market reassesses the earnings trajectory.

2 August 2026 · fs_admin

America Slows, Prices Take a Breather

The BEA's macro package surprises to the downside on both growth and core inflation, yet domestic private demand accelerates to 3.9%. A picture that is dovish…