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Oil jumps, yields rise and US banks kick off earnings
Oil prices surged after fresh tensions in the Middle East raised concerns over global energy supplies, while higher inflation expectations pushed Tre…
1 month, 2 weeks ago
US-Iran escalation shakes markets ahead of earnings
Markets are feeling the pressure this Monday morning as rising US-Iran tensions fuel higher oil prices, bond yields and the dollar, while equities dr…
1 month, 2 weeks ago
The View Beyond: What does the political reset in the UK mean for sterling and UK bonds?
With the UK preparing for a new phase of political leadership under the Labour Party's Andy Burnham, investors are watching closely for signals that …
1 month, 2 weeks ago
Peace talk hopes boost global stocks
As peace talks could be back on the table in the Middle East, global equity markets breathed a sigh of relief and investors snapped up tech stocks ar…
1 month, 2 weeks ago
Oil shock or short detour? Markets react to Middle East tensions
Market sentiment has weakened as renewed tensions in the Middle East have pushed oil prices and government bond yields higher. Spain’s benchmark equi…
1 month, 3 weeks ago
Semi sell-off and US-Iran escalation test market resilience
Sharp semiconductor losses amid AI chip rivalry fears contrast with resilient broader markets, while escalating US-Iran tensions send oil surging 5%,…
1 month, 3 weeks ago
AI stocks lift Wall Street
US equities started the week strongly as AI-related stocks rebounded yesterday and the Dow Jones closed above 53,000 for the first time. Broadcom gai…
1 month, 3 weeks ago
It looks like 1998, rather than 2000
Softer inflation data supported sentiment in the eurozone, while in the US, comments by Fed chair Kevin Warsh on inflation and a weaker-than-expected…
1 month, 3 weeks ago
The View Beyond: Will the 4th of July party continue for US markets?
As the United States marks 250 years of independence, investors are asking whether its markets can continue to deliver long-term outperformance in th…
1 month, 3 weeks ago
Weak US jobs data and AI chip news shakes tech
US job growth slowed significantly in June, giving support to our economists’ view that the US Federal Reserve will not raise interest rates again th…
1 month, 3 weeks ago