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Rising US Treasury yields and Anthropic’s momentum
Higher oil prices and rising bond yields weighed on equity markets, pushing global stocks lower at the start of the week. US Treasury yields remained…
1 week, 4 days ago
Yields rise, oil surges and Japan leads the markets
Global market performance was mixed last week, with Japanese equities emerging as the standout winner, driven by strong gains in technology and semic…
1 week, 5 days ago
The View Beyond: Has the AI correction bottomed out?
With Korean semiconductor stocks down nearly 50% from their June peak, has the AI correction finally run its course? Where could the next leg of the …
2 weeks, 1 day ago
Stocks at highs, bonds reprice and the bear case for oil
US equities continued their upward climb this week, supported by a series of encouraging inflation releases, while European stocks have taken a breat…
2 weeks, 1 day ago
Tech stocks rally as inflation cools
The latest US inflation data came in in line with expectations and reinforced the view that the Federal Reserve is likely to keep interest rates unch…
2 weeks, 2 days ago
Oil climbs ahead of key US inflation data
Markets struggled for direction yesterday, with investors balancing geopolitical tensions, higher oil prices and a busy corporate news flow. US equit…
2 weeks, 3 days ago
Funding the AI revolution and a resilient eurozone
Eurozone growth expectations have improved, supported by a strong earnings season. Oil prices rose on renewed Strait of Hormuz tensions, while OPEC o…
2 weeks, 4 days ago
Berkshire Hathaway back in action as equity markets reach new all-time highs
Markets are starting the week on a strong footing. Softer US jobs data, falling bond yields, robust corporate earnings, and Berkshire Hathaway's retu…
2 weeks, 5 days ago
The View Beyond: Why Asia needs its own hedge fund playbook
Amid rising market volatility and a shift beyond the dominant AI-driven rally, investor interest is turning to hedge funds. In this episode, we exami…
3 weeks, 1 day ago
AI, biotech and safe havens in focus
Three themes dominated markets yesterday: earnings, AI and macro risks. Strong results boosted stocks such as Deutsche Telekom and Diageo, while disa…
3 weeks, 1 day ago