The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction.
We are starting to see the beginnings of deglobalization: Countries are increasingly at odds with each other. There is wider disparity among political parties.
By Macro-Ops
A breakout failure, hawkish Warsh surprise, weak seasonality, and High Trend Fragility suggest odds favor a sentiment washout is on the table.
Gold holds near recent highs as dovish Fed signals, soft U.S. labor data, and Japan’s fiscal shift boost reflation trades.
Himax Technologies has declared and paid annual dividends since October 2007, except for three covid years from 2019-2021. The July 2026 A dividend of $0.37 suggests $0.37 annual dividend for the coming year.
Bitcoin Cash shows signs of completing a corrective decline, with technical structures suggesting a potential bottom and key resistance levels defining bullish confirmation.
There is lots of money around. There is not an imminent debt crisis; though the concern is there. There is a need for re-balancing, and hedgers for sure had a lesson about that this past week.