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Tech slips but broader markets hold up
Major stock indices ended mostly lower after a two‑day rally. In the US, the Information Technology sector fell nearly 2%, weighed down by a 5.5% dro…
2 months, 2 weeks ago
Nvidia delivers, but not enough for euphoria
Nvidia delivered results yesterday that beat analysts’ expectations but failed to cause more than a brief rally in extended trading. Nevertheless, US…
2 months, 2 weeks ago
Tech climbs, gold shines, and why AI could be good for bonds
US stocks rebounded yesterday led by technology shares after AI developments announced by Meta and Anthropic. Strong US economic data lifted the broa…
2 months, 2 weeks ago
Risk sentiment sours on trade and AI concerns
Global markets were on edge yesterday as President Trump’s newly announced 15% global tariff triggered a sharp European response and fresh trade unce…
2 months, 2 weeks ago
US Supreme Court strikes Trump tariffs, what’s next?
The US Supreme Court struck down President Donald Trump’s global tariffs last week, dealing a blow to his administration’s centrepiece trade policy. …
2 months, 2 weeks ago
The View Beyond: Diversifying beyond Big Tech
How sustainable is the narrow leadership of US equity markets? With aggressive AI-related capex plans raising concerns about long-term returns, inves…
2 months, 3 weeks ago
Heightening US/Iran tensions ahead of key US data
US and European equity markets fell yesterday following President Trump’s announcement that Iran has 10-15 days to reach a deal over its nuclear prog…
2 months, 3 weeks ago
European equities break records as AI disruption fears ease
European stocks climbed to new highs as investors responded positively to solid corporate earnings. Meanwhile, the latest Federal Reserve minutes rev…
2 months, 3 weeks ago
Jittery tech, cheaper gold, and US-Iran talks
As US markets returned from the holiday, volatility re-emerged across AI-linked equities. Europe showed resilience but commodities fell on easing geo…
2 months, 3 weeks ago
Thin trading, thick headlines
With US markets closed for Presidents’ Day and much of Asia shut for Lunar New Year, trading was thin yesterday and overnight, yet European equities …
2 months, 3 weeks ago