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Weak US jobs data and AI chip news shakes tech
US job growth slowed significantly in June, giving support to our economists’ view that the US Federal Reserve will not raise interest rates again th…
11 hours ago
Copper, chips and jobs: markets kick off the third quarter
Equity markets began the third quarter on a slightly subdued note, with semiconductor stocks coming under particular pressure. In contrast, Meta emer…
1 day, 11 hours ago
Winners and losers of Q2 2026
Markets closed a volatile quarter with sharply lower oil and gold prices, while AI optimism continued to support equities on both sides of the Atlant…
2 days, 11 hours ago
Prospective peace talks in Doha soothe markets
After tensions rose again in the Middle East over the weekend, news yesterday that US envoys will travel to Doha for fresh talks with Iran today allo…
3 days, 11 hours ago
US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan
US-Iran tensions eased over the weekend, supporting risk sentiment going into the new week. However, Asian markets are mixed despite South Korea's pl…
4 days, 11 hours ago
The View Beyond: An investor's perspective of the mid-year outlook 2026
With 2026 at its midpoint, investors are navigating an environment marked by geopolitical tensions, persistent inflation, and shifting growth dynamic…
6 days, 13 hours ago
Sticky inflation meets tech weakness
There was a mixed picture in financial markets yesterday as persistent US inflation continues to test the Federal Reserve’s patience. European equiti…
1 week ago
Micron's guidance boosts markets
Not only did Micron’s fiscal Q3 earnings exceed expectations yesterday, but the company also guided for current-quarter revenue of USD 50 billion, po…
1 week, 1 day ago
Markets wobble: Is the AI rally running out of steam?
Equity markets are facing renewed pressure as investors question whether AI-driven stocks, particularly semiconductors, can sustain their remarkable …
1 week, 2 days ago
Tech sell-off drowns out US–Iran oil news
Markets reacted cautiously after the US granted Iran a temporary 60‑day licence to sell oil in USD. Euro area consumer confidence remained weak in Ju…
1 week, 3 days ago