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War in the Middle East
Geopolitical tensions in the Middle East have escalated over the weekend, with coordinated strikes by the US and Israel targeting Iranian facilities …
4 months ago
The View Beyond: The road ahead after the US Supreme Court's tariffs decision
The recent US Supreme Court decision on tariffs has shifted the landscape for investors, replacing a patchwork of country-specific measures with a te…
4 months ago
Tech slips but broader markets hold up
Major stock indices ended mostly lower after a two‑day rally. In the US, the Information Technology sector fell nearly 2%, weighed down by a 5.5% dro…
4 months ago
Nvidia delivers, but not enough for euphoria
Nvidia delivered results yesterday that beat analysts’ expectations but failed to cause more than a brief rally in extended trading. Nevertheless, US…
4 months, 1 week ago
Tech climbs, gold shines, and why AI could be good for bonds
US stocks rebounded yesterday led by technology shares after AI developments announced by Meta and Anthropic. Strong US economic data lifted the broa…
4 months, 1 week ago
Risk sentiment sours on trade and AI concerns
Global markets were on edge yesterday as President Trump’s newly announced 15% global tariff triggered a sharp European response and fresh trade unce…
4 months, 1 week ago
US Supreme Court strikes Trump tariffs, what’s next?
The US Supreme Court struck down President Donald Trump’s global tariffs last week, dealing a blow to his administration’s centrepiece trade policy. …
4 months, 1 week ago
The View Beyond: Diversifying beyond Big Tech
How sustainable is the narrow leadership of US equity markets? With aggressive AI-related capex plans raising concerns about long-term returns, inves…
4 months, 1 week ago
Heightening US/Iran tensions ahead of key US data
US and European equity markets fell yesterday following President Trump’s announcement that Iran has 10-15 days to reach a deal over its nuclear prog…
4 months, 1 week ago
European equities break records as AI disruption fears ease
European stocks climbed to new highs as investors responded positively to solid corporate earnings. Meanwhile, the latest Federal Reserve minutes rev…
4 months, 2 weeks ago