Takaichi rally lifts Japanese stocks, US futures hesitate
Japanese stocks are basking in what markets have already dubbed the “Takaichi rally,” as reports that PM Sanae Takaichi may call a snap election lift …
January 13, 2026
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Underneath the surface
The year is off at full throttle, with data, politics and geopolitics all colliding. Oil grabbed the headlines last week, swinging on the U.S. capture …
January 12, 2026
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Tech, tariffs and US jobs data
Happy NFP Friday, everyone! As the first full trading week of the year draws to a close, Big Tech is wobbling, with Nvidia slipping below …
January 9, 2026
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Uncomfortable.
The White House’s latest moves are giving investors a mild case of whiplash. From keeping a close eye on Nvidia’s China sales to telling defence …
January 8, 2026
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Rotation is happening
The year may have begun under the cloud of trade tensions, fresh geopolitical risks and lingering doubts over stretched AI valuations, but markets are clearly …
January 7, 2026
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Oil, defense stocks and rare earth metals rise on Venezuela bets
Venezuela dominates global headlines. The idea that American oil majors could eventually step in has been enough to lift energy stocks, even if the timeline …
January 6, 2026
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