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Hints of a deal send stocks soaring
Hopes grew yesterday that the US and Iran might be able to seal a deal to end the conflict, with a memorandum of understanding apparently having been…
5 months, 1 week ago
Semiconductors power markets to new all-time highs
Semiconductor stocks, from Intel to Samsung Electronics, are pushing US and Asian equities to new all‑time highs. Strong earnings from Anheuser‑Busch…
5 months, 2 weeks ago
‘Risk-off’ returns and big tech at a crossroads
After several days of solid gains, markets paused yesterday as risk aversion returned, driven by escalating tensions in the Middle East and a sharp r…
5 months, 2 weeks ago
All-time highs and US naval escorts
Geopolitics continues to dominate as investors weigh mixed Middle East messages. Trump has signalled his openness to Iran talks while also warning of…
5 months, 2 weeks ago
The View Beyond: How can structured products help navigate current markets?
With geopolitical uncertainty and market volatility top of mind, investors are seeking tools to help navigate an increasingly complex landscape. How …
5 months, 2 weeks ago
Fed divided, AI earnings diverging, oil ever higher
The US Federal Reserve remains on hold but is the most divided since 1992. Kevin Warsh advanced in a key Senate vote to become the new chairman of th…
5 months, 2 weeks ago
Markets eye Big Tech earnings & final Powell rate call
Oil prices surged above USD 110 on supply concerns stemming from the stalled Iran war and news of an extended blockade of Iran. The rally was capped …
5 months, 3 weeks ago
Cautious markets, rising oil and the next phase of AI
Markets started the week on a cautious note as geopolitics, central bank meetings and rising oil prices kept risk appetite in check. European equitie…
5 months, 3 weeks ago
Risk back on? Earnings, central banks, and the next leg higher
Markets have kicked off the week on a strong note, with Asian - particularly tech - stocks rallying amid renewed diplomatic efforts to ease tensions …
5 months, 3 weeks ago
The View Beyond: Private infrastructure - Resilience & growth amidst volatility
In an environment marked by higher inflation, geopolitical uncertainty and increased market volatility, private infrastructure is regaining focus as …
5 months, 3 weeks ago