Dilin Wu
Research Strategist
Most recent articles
Gold Outlook: Bulls Target $4,400 Again — Jackson Hole Is the Real Test
Gold rose for a second consecutive week, with cooling inflation and central bank buying continuing to provide support — but geopolitical turbulence kept $4,400–$4,450 firmly in play as a key resistance zone. As September rate-hike expectations ease, market attention is shifting to the FOMC minutes and the Jackson Hole symposium, where Warsh's policy remarks could prove pivotal for gold's next move.
Alibaba Q1 FY27 Earnings Preview: Wall Street Is Overwhelmingly Bullish — Now AI and Cloud Have to Prove It
The market expects Alibaba's profitability to come under clear pressure this quarter, even as analyst ratings lean almost unanimously bullish. With the stock having rallied sharply in recent months, the real focus for traders isn't this quarter's numbers — it's whether AI and cloud can start turning heavy capex into growth the market can actually verify.
Gold Outlook: Bulls Break the Stalemate — CPI To Decide Whether the Rally Has Legs
Gold has broken out of a six-week range and cleared $4,300. Easing geopolitical tensions have taken some of the heat out of inflation fears, while a weak jobs report has further dented September rate-hike expectations — leaving gold's bullish momentum noticeably stronger. This week's July CPI will be the key test, and could determine whether the rally has room to run.
USDJPY Slides to 155: FX Intervention Lifts the Yen, but Rate Differentials Remain the Key Headwind
The yen has staged a strong rebound, with USDJPY falling from around 164 to the 155 region as markets reassess the impact of FX intervention. Still, tension remains between short-term policy action and longer-term fundamentals, and USDJPY's future direction will hinge largely on shifts in the US-Japan rate differential and signals from the two central banks.
Gold Outlook: Fed Holds, Hawks Speak Up — All Eyes on Payrolls
The Fed's biggest internal split since 2016 still left the rate path frustratingly unclear. Gold has been grinding between $4,000 and $4,200 for weeks, caught between rate expectations, dollar moves, and geopolitical headlines. This week, U.S.-Iran talks and Friday's nonfarm payrolls report could finally give the market something to trade.
US Q2 Earnings Season: Beyond the Mag 7
AI is the real story. These three are also in focus.
BOJ Hikes to 1%: The Decision Has Landed — but the Real Trade is Just Getting Started
The Bank of Japan has raised rates to a 31-year high. With Deputy Governor Uchida's press conference still ahead, markets are watching for signals on the yen, carry trade risks, and what the Fed does next. USD/JPY may be approaching a critical inflection point.
Gold Outlook: All Eyes on CPI as Geopolitics Stall
Gold remains rangebound as markets await key U.S. CPI and retail sales data for direction. This weekly analysis explores XAUUSD technical levels, inflation outlook, Fed policy expectations, and the impact of stalled U.S.-Iran geopolitical talks on gold’s next move.
Gold Outlook: Geopolitical Tailwinds Fading, Nonfarm Payrolls Could Be the Deciding Factor
Gold remains rangebound and tilted to the downside, as geopolitical tailwinds gradually lose their potency and interest rate headwinds persist. This week, markets will closely watch the U.S. ISM Services PMI and the nonfarm payrolls report — both could prove pivotal in determining gold's next directional move.
Apple Q2 26 Earnings Review: Record Quarter, but Growth Quality Under Scrutiny
Apple’s Q2 FY26 earnings beat estimates with strong guidance, but rising costs and leadership uncertainty put Apple’s growth quality under scrutiny.
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Microsoft Q1 26 Earnings Review: A Clean Beat, but Profitability Draws Scrutiny
Microsoft Q1 beats across the board with Azure reaccelerating to 40% and Copilot adding a record 5 million paid seats — but weaker margin guidance, a sharply higher capex outlook, and a loosening OpenAI tie-up are keeping the bulls honest.
Nikkei 225 Hits Record High: Strong AI Momentum, Three Key Risks to Watch
The Nikkei 225's break above 60,000 to a record high reflects the convergence of the AI capex cycle, a weak yen environment, and sustained foreign inflows. Yet at these elevated levels, geopolitical risks in the Middle East, yen volatility, and upcoming US tech earnings reports represent key uncertainties that could determine whether the rally has legs.
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1. Data for the Pepperstone Group, correct as at October 2025.