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Fed Minutes trumped by US Treasury announcement
The US Treasury provided a boost to bond and equity markets yesterday, announcing that it will more than double repurchases of 10, 20, and 30-year de…
1 month, 3 weeks ago
Bonds in freefall, tech in trouble
A global bond sell-off sent yields to multi-year highs, dragging equities lower as tech stocks bore the brunt amid persistent inflation concerns. Yet…
1 month, 4 weeks ago
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 month, 4 weeks 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…
2 months 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 months 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 months 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 months 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 months 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 months 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 months, 1 week ago