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The View Beyond: China's post-Golden Week reality check
China's Golden Week is often viewed as a pulse check on the health of the world's second-largest economy. This year, the results have reignited debat…
6 hours ago
Equities up, bond prices up, Fed hike expectations down
European markets closed in positive territory on Thursday as investors rotated out of AI and tech stocks into defensive sectors such as healthcare an…
23 hours ago
Hot US inflation, AI under pressure and iron ore's price divide
Markets were driven by three themes yesterday: hotter US inflation, rising expectations of Fed rate hikes, and a growing AI sell-off. These forces we…
2 days ago
Fed hopes, AI fears, and banks that fail to impress
Fed comments eased fears of prolonged policy tightening, helping equities recover from an uncertain start. Beneath the surface, however, AI-related s…
2 days, 23 hours ago
Geopolitics drive markets while AI faces new challenges
Geopolitical developments remained firmly in focus on Monday, lifting oil prices and supporting energy stocks, while technology shares came under pre…
4 days ago
SpaceX shocks telecoms, oil defies geopolitics, and earnings season begins
Markets rebounded on Friday as OpenAI's revenue outlook and Trump's ‘energy ceasefire’ with Russia eased supply concerns, weighing on oil despite geo…
4 days, 23 hours ago
The View Beyond: AI: Money for nothing?
Hyperscaler investment in AI infrastructure has reached unprecedented levels, with capital expenditure figures now dwarfing even those of the global …
1 week ago
Markets shake off OpenAI fears and bond bulls return to the table
Markets stumbled after a newspaper report suggested that OpenAI's annualised revenues could fall well short of previous expectations. Overnight, howe…
1 week ago
Bond markets, the oil puzzle and electric vehicles
Markets are being driven by developments in bond markets on both sides of the Atlantic. In Europe, concerns over French public finances weigh on sent…
1 week, 1 day ago
S&P 500 at record high as earnings loom and French risks persist
The S&P 500 and Nasdaq closed at record highs in a broad-based rally, while lower bond yields and oil prices supported European equities. Overnight, …
1 week, 2 days ago