Jobs roll over, AI lifts off, oil retreats

Free report

Weak U.S. payrolls pulled yields lower as AI and semiconductor shares led. Oil fell sharply and gold surged: a selective risk-on week with unmistakable warning signals.

Tickers: ^GSPC,^IXIC,^DJI,^RUT,^GDAXI,^STOXX50E,^N225,^KS11,^HSI,NVDA,QCOM,ORCL,VRT,MSFT,META,SMH,XLE,TLT,GC=F,CL=F

Topics: weekly market, stocks, jobs, interest rates, AI, semiconductors, oil, gold

Open report in a new tab