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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…
1 week, 6 days 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 …
2 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…
2 weeks, 1 day 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 …
2 weeks, 2 days 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 …
2 weeks, 4 days ago
Diverging data and higher oil price keep markets cautious
Global markets sent mixed signals as US data pointed to surprising resilience, while the eurozone slipped back into contraction. Rising energy prices…
2 weeks, 5 days ago
Fragile ceasefire extension sees global rally peter out
New record highs were set in the US trading session on Wednesday as markets embraced the ceasefire extension and more strong Q1 earnings. But despite…
2 weeks, 6 days ago
Trump extends ceasefire unilaterally
Geopolitical tensions and a late ceasefire extension kept markets on edge. Equities were lower in Tuesday’s trading session as stocks ended near sess…
3 weeks ago
Geopolitics weigh on markets as Middle East tensions rise again
After a brief bout of optimism on Friday, concerns over a potential escalation between the US and Iran swiftly re-emerged yesterday. Oil prices climb…
3 weeks, 1 day ago
The View Beyond: When earnings meet geopolitics
The first quarter of 2026 has presented investors with complex and worsening financial conditions, volatile oil prices, and heightened geopolitical t…
3 weeks, 4 days ago