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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…
6 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. …
6 months, 2 weeks 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…
6 months, 2 weeks 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…
6 months, 2 weeks 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…
6 months, 2 weeks ago
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…
6 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 …
6 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…
6 months, 3 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 …
6 months, 3 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…
6 months, 3 weeks ago