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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…
6 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…
6 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…
6 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…
6 months, 4 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…
6 months, 4 weeks ago
Central banks steady, markets shaky and silver steals the spotlight
The Bank of England and the European Central Bank both kept rates unchanged yesterday, signalling a cautious but data‑dependent stance even as inflat…
7 months ago
Central banks steady, markets shaky and silver steals the spotlight
The Bank of England and the European Central Bank both kept rates unchanged yesterday, signalling a cautious but data‑dependent stance even as inflat…
7 months ago
China’s tech stocks enter bear market territory
Earnings and Big Tech remain in focus, with Alphabet beating Wall Street’s expectations but causing some investors to take flight in the wake of proj…
7 months ago
AI disruption, US Treasury funding, earnings, and emerging-market outperformance
The rotation out of technology stocks continued, with software shares selling off on AI‑disruption concerns, while cyclical stocks outperformed. WalM…
7 months ago
From turmoil to upswing: rebounding markets and a standout from Palantir
After a deep slump at the open, market sentiment turned and equity markets swung sharply into positive territory, while precious metals — which had b…
7 months ago