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The View Beyond: Why the short end looks sweet
With yields at historically attractive levels and the yield curve offering attractive opportunities, fixed income is drawing renewed attention from i…
13 hours ago
The NVIDIA rally yesterday and Kevin Warsh's speech today
NVIDIA added USD 442 billion to its market capitalisation yesterday, with gains spreading beyond chipmakers into software and cybersecurity stocks am…
1 day, 12 hours ago
NVIDIA delivers fuelling the AI trade
Markets traded largely sideways ahead of the earnings release from NVIDIA, the world’s most valuable company by market capitalisation. After the US m…
2 days, 12 hours ago
Falling oil prices calm markets ahead of inflation test
Markets found their footing yesterday despite an intensification of US sanctions on Iran, as traders focused on the shift towards economic rather tha…
3 days, 12 hours ago
Equities pause for breath ahead of Big Tech earnings
Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jones gained 0.25% on the day. …
4 days, 12 hours ago
US inflation data, Nvidia, and Jackson Hole will shape the week ahead
Stronger-than-expected US PMI data could not save equities from a down week as rising bond yields and the Treasury's bond-buying intervention renewed…
5 days, 12 hours ago
The View Beyond: Strong Q2 earnings season supports broader equity story
The Q2 earnings season delivered a strong set of results, with positive surprises across sectors and regions. As investors look ahead to the remainde…
1 week ago
Stocks dip as oil and bond yields rise
Markets largely dipped yesterday as geopolitical tensions, rising oil prices and disappointing guidance from Walmart weighed on investor sentiment. A…
1 week, 1 day ago
Fed Minutes trumped by US Treasury announcement
The US Treasury provided a boost to bond and equity markets yesterday, announcing that it will more than double repurchases of 10, 20, and 30-year de…
1 week, 2 days ago
Bonds in freefall, tech in trouble
A global bond sell-off sent yields to multi-year highs, dragging equities lower as tech stocks bore the brunt amid persistent inflation concerns. Yet…
1 week, 3 days ago