CMS Prime Blog

Oracle × OpenAI: The $300B Compute Pact and What It Really Means for ORCL, AI Supply Chains, and Global Markets

Executive Framing Oracle’s reported multi-year agreement to supply OpenAI with roughly $300 billion of cloud compute starting later this decade is more than a big…

CPI ‘Goldilocks’ Boosts Risk; Dollar Softens

CPI in the Goldilocks Zone: Softer Dollar, Steeper Curve, and a Risk-On Tilt CPI in the Goldilocks Zone: Softer Dollar, Steeper Curve, and a Risk-On…

Policy Crossroads and Global Market Movers

Week Ahead: Policy Crossroads, Inflation Checkpoints, and a High-Stakes Summit Global Mood: Calm Before Another Potential Storm Investors enter the second full week of August…

Weekly Market Recap: Tariffs, Fed & BoE Moves

Weekly Wrapup: Tariff Volatility, Fed Crosscurrents & Data-Driven Market Swings — Week of 4–8 August 2025 Weekly Wrapup: Tariff Volatility, Fed Crosscurrents & Data-Driven Market…

Three-Layer Timing Model for Commodities

Harmonizing Charts and Fundamentals: A Three-Layer Playbook for Timing Commodity Markets 1. Introduction: Why Timing Matters Commodity prices rarely travel in straight lines… 2. The…

Seasonal Cycles: A Quantitative Approach to Commodity Timing

Harnessing Seasonal Cycles: A Practical Guide to Robust Commodity-Market Timing 1 | Introduction Commodity prices are never static… 2 | Why Seasonality Matters in Commodities…

Week Ahead: BoE Decision and China Data Drive Market Focus

Week Ahead: All Eyes on Threadneedle Street and Beijing as Policy Shifts Collide 1. The Macro Backdrop: From Jobs Shock to Policy Pivot Wall Street…

Weekly Wrapup: Fed Split, Tariff Chess & Dollar Bid

Weekly Wrapup: Fed Split, Tariff Chess & a Dollar Bid — 28 July – 1 August 2025 1. Narrative in a Nutshell Five consecutive sessions…

Fed Split Vote Signals Economic Crossroads and Policy Uncertainty

Fractures at the Fed: What a Split Vote Tells Us About the Economic Crossroads Fractures at the Fed: What a Split Vote Tells Us About…

Earnings Pulse: BigTech, Payments, and Industrials Drive Market Action

Earnings Pulse | 30 July 2025 Earnings Pulse | 30 July 2025 Dissecting a jampacked earnings slate across technology, consumer staples, payments and industrials. 1. Market Context The second big wave…

Auditing Technical Analysis for Robust Market Timing

Decoding Technical‐Analysis Edge: A Structured Audit for Robust Market Timing Introduction: Why “Strength” Matters In highly adaptive markets, the true value of technical analysis (TA) lies not…

Markets Brace for Tariff Deadlines and Central Bank Decisions

Week Ahead: Markets Walk the Tightrope Between Tariff Deadlines and CentralBank Crossroads Tariff Clock Ticks Toward August 1 The trading week opens with the world on…

Tariff Shocks and Market Moves: Weekly Wrap-Up July 11

Weekly Wrapup: Tariff Tempests, Yield Shifts & a Volatile Greenback (July 7 – July 11 2025) Weekly Wrapup: Tariff Tempests, Yield Shifts & a Volatile…

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