The current financial landscape is shaped by high anticipation surrounding the upcoming Federal Reserve meeting, where investors are closely monitoring potential shifts in interest rate policy. While policy changes are not immediately expected, there is a strong belief that significant room exists to cut rates, especially given the recent cooling of oil prices and housing costs. This economic backdrop has contributed to a weakening U.S. Dollar, which has already retreated roughly 10% from its recent high, potentially signaling a broader move into alternative assets.

In the commodities and technology sectors, notable shifts are occurring as investors seek hedges and value. Gold and silver have seen substantial long-term gains, with silver recently outperforming gold in terms of mining margins and rising industrial demand from data centers. Meanwhile, the software sector is navigating a corrective phase; valuations for major players like Salesforce and ServiceNow have moderated from extreme highs, offering potential value as they lean into the AI trend. Investors are advised to remain alert this week as a wave of high-profile earnings reports from tech giants like Microsoft, Meta, and Tesla will likely drive further market sentiment.

‍