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A split Fed, a steeper yield curve and Microsoft delivering
Markets reacted sharply after a divided US Federal Reserve opted to leave interest rates unchanged yesterday. The decision triggered a notable steepe…
2 months, 2 weeks ago
AI jitters, Big Tech earnings & the Fed decision
A sharp market rotation took centre stage on Tuesday as investors moved out of chipmakers and into healthcare and financial stocks, pushing both sect…
2 months, 3 weeks ago
Tech weakness ahead of Fed meeting and key earnings
Middle East tensions remain elevated despite a pause in US air strikes on Iran, which seems to have held overnight. European markets were flat overal…
2 months, 3 weeks ago
Oil retreats as markets face a critical week ahead
Markets are starting the week on a firmer footing as a pause in Middle East hostilities pushes oil prices lower and eases inflation concerns. The mov…
2 months, 3 weeks ago
The View Beyond: Implications of a warmer world
As Europe faces increasingly frequent and severe heatwaves, the implications extend far beyond discomfort. The rising temperatures are creating urgen…
2 months, 3 weeks ago
Markets on edge: rising oil, higher yields and the AI spending debate
Global equities traded lower as oil prices surged in response to escalating tensions in the Middle East, while renewed concerns over AI-related capit…
2 months, 3 weeks ago
Oil prices rise on escalating geopolitical tensions
Oil prices continue to surge as tensions between the US and Iran raise concerns about global energy supplies and economic growth. There were knock-on…
2 months, 3 weeks ago
Geopolitics lifts oil, tariffs return, and markets look to earnings
Markets faced a fresh wave of geopolitical risk as the conflict involving the US, Iran and the Houthis escalated, pushing oil prices higher. Yet equi…
2 months, 4 weeks ago
Burnham's debut, bond market jitters and the future of AI in BioPharma
Burnham's debut, bond market jitters and the future of AI in BioPharma Markets were relatively quiet yesterday, but developments in the UK drew inves…
2 months, 4 weeks ago
Chip stocks enter bear market: healthy consolidation or change in trend?
Semiconductor stocks have plunged more than 20% from their recent highs, officially entering bear market territory after China’s Moonshot launched it…
3 months ago