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Jittery tech, cheaper gold, and US-Iran talks
As US markets returned from the holiday, volatility re-emerged across AI-linked equities. Europe showed resilience but commodities fell on easing geo…
4 months, 2 weeks ago
Thin trading, thick headlines
With US markets closed for Presidents’ Day and much of Asia shut for Lunar New Year, trading was thin yesterday and overnight, yet European equities …
4 months, 2 weeks ago
Profit taking in Japan after weak data and a potential red flag for the US
Global equity markets are starting the week on a subdued note, with US markets closed today for President’s Day. Liquidity is also thinner than usual…
4 months, 2 weeks ago
The View Beyond: Making sense of the cross-asset turbulence
Recent weeks have seen extreme cross‑asset volatility, with sharp unwinds hitting US and China tech stocks, precious metals and cryptocurrencies. In …
4 months, 2 weeks ago
Rising AI worries drag on market momentum
Markets were mixed yesterday, with European shares dragged down by weak results from Adyen, Magnum and Mercedes-Benz, despite solid updates from Siem…
4 months, 2 weeks ago
US jobs surprise lifts yields as European stocks break new ground
A surprisingly strong US jobs report sent yields higher – most notably at the short end of the curve – and weighed on equity index performance. Marke…
4 months, 3 weeks ago
AI’s next victim
Rising concerns about who will be disrupted next by rapid advances in artificial intelligence continue to weigh on parts of the markets. Investors ar…
4 months, 3 weeks ago
Alphabet’s big raise, Japan’s big run, and precious metals’ way ahead
US stocks rose, with the S&P 500 near a record, led by technology and AI on renewed OpenAI momentum. Alphabet’s USD bond sale drew over USD 100 billi…
4 months, 3 weeks ago
Sanae Takaichi sweeps to victory
Japan’s Prime Minister Takaichi captured a historic supermajority for her Liberal Democratic Party in yesterday’s election, meaning the LDP holds two…
4 months, 3 weeks ago
The View Beyond: What Kevin Warsh means for markets
The nomination of Kevin Warsh as the likely next chair of the Federal Reserve has prompted immediate market reactions and renewed debate around the f…
4 months, 3 weeks ago