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Tech sell-off drowns out US–Iran oil news
Markets reacted cautiously after the US granted Iran a temporary 60‑day licence to sell oil in USD. Euro area consumer confidence remained weak in Ju…
2 months, 1 week ago
US and Iran agree on roadmap for final deal
Progress in US–Iran talks in Switzerland helped ease geopolitical concerns. And while positive momentum in Asian tech lifted regional markets, Europe…
2 months, 1 week ago
The View Beyond: China’s old and new tech divide
Against a shifting macro backdrop, markets are responding to easing geopolitical tensions following a US-Iran peace deal, with oil prices falling sha…
2 months, 1 week ago
A week dominated by geopolitics and central banks
Global markets have been driven this week by a US–Iran deal, a more hawkish Fed under Kevin Warsh, and a Bank of Japan rate hike to multi-decade high…
2 months, 1 week ago
Hawkish Fed, calmer world? Markets reprice as geopolitics shift
European equities extended their upward momentum, while US markets faced selling pressure after the first FOMC meeting under Chair Kevin Warsh delive…
2 months, 2 weeks ago
SpaceX overtakes Amazon in market cap
SpaceX moves beyond rockets with its acquisition of AI firm Anysphere, igniting investor excitement and propelling the company to become the world’s …
2 months, 2 weeks ago
Markets rally on Iran progress as AI price war heats up
Markets rallied strongly yesterday as easing geopolitical tensions between the US and Iran lifted risk sentiment, with European equities reaching fre…
2 months, 2 weeks ago
Markets surge as Iran and US agree to a deal
Yesterday, the US and Iran agreed to the immediate and permanent termination of military operations on all fronts, including in Lebanon. The deal is …
2 months, 2 weeks ago
The View Beyond: Our mid-year outlook for markets
As global markets adjust to a world where capital is no longer abundant, investors face new challenges and opportunities. How should they adapt their…
2 months, 2 weeks ago
Middle East developments and SpaceX debut captivate markets
President Trump halted strikes on Iran yesterday and announced that a peace deal will be signed imminently. Markets reacted accordingly, with oil pri…
2 months, 2 weeks ago