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The View Beyond: The AI story behind US equity highs
Despite geopolitical tensions, US equity markets have reached record highs, with artificial intelligence at the heart of this surge. What is driving …
1 month, 2 weeks ago
US–China progress lifts markets, but rate concerns temper tech optimism
Markets were driven by headlines from the Trump–Xi summit in Beijing, where progress on trade and a surprise easing of US chip export restrictions to…
1 month, 2 weeks ago
Risk-off mood deepens as inflation and oil jolt markets
Markets showed a broad risk-off tone on Tuesday, with equities weaker and bond yields moving higher. Oil prices surged as hopes for a US–Iran deal fa…
1 month, 2 weeks ago
US tech rally continues while Europe lags and oil climbs
European markets were weighed down by declines in the luxury sector yesterday, as concerns over weakening global demand dampened sentiment. In contra…
1 month, 3 weeks ago
US equities up for six weeks in a row
Strong earnings and resilient jobs data are prompting markets to rule out rate cuts this year. Semiconductor stocks continue to lead gains across the…
1 month, 3 weeks ago
The View Beyond: Reading between China’s headline indices
Global equity markets have performed strongly, led by the AI-driven rally across the US, Japan, and Korea, while China’s headline indices have lagged…
1 month, 3 weeks ago
Risk‑off mood returns as oil rebounds and uncertainty lingers
Markets remained on edge as ongoing uncertainty around a potential US–Iran agreement drove a clear risk‑off tone. European equities moved broadly low…
1 month, 3 weeks ago
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…
1 month, 3 weeks 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…
1 month, 3 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…
1 month, 4 weeks ago