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Markets under pressure: gold, sterling and the search for safety
Markets under pressure: gold, sterling and the search for safety

Equity markets weakened as continued losses in semiconductor stocks and ongoing tensions in the Middle East weighed on risk sentiment, pushing major …

3 months ago

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Earnings strength versus AI volatility and commodity jitters
Earnings strength versus AI volatility and commodity jitters

The current earnings season is seeing some bright spots, such as the Swiss luxury retailer Richemont and the US asset manager BlackRock. US producer …

3 months ago

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Cooler US inflation data boosts markets
Cooler US inflation data boosts markets

Yesterday’s release of June CPI inflation data in the US provided a welcome boost to US equity and Treasury prices, as traders drastically lowered th…

3 months ago

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Oil jumps, yields rise and US banks kick off earnings
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…

3 months ago

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US-Iran escalation shakes markets ahead of earnings
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…

3 months ago

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The View Beyond: What does the political reset in the UK mean for sterling and UK bonds?
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 …

3 months, 1 week ago

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Peace talk hopes boost global stocks
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…

3 months, 1 week ago

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Oil shock or short detour? Markets react to Middle East tensions
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…

3 months, 1 week ago

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Semi sell-off and US-Iran escalation test market resilience
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%,…

3 months, 1 week ago

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AI stocks lift Wall Street
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…

3 months, 1 week ago

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