Damned if you spend, damned if you don't
Technology stocks attempt a rebound. But rising oil prices and surging bond yields are once again putting global markets under pressure as Middle East tensions …
July 21, 2026
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The Great AI Repricing
Chinese AI startup Moonshot AI rattled global markets after unveiling Kimi K3, a model that reportedly rivals the latest offerings from OpenAI and Anthropic at …
July 20, 2026
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To cut or not to cut AI spending?
Chipmakers remain on the chopping block despite another stellar earnings report from TSMC, highlighting growing investor discomfort with the scale of AI spending rather than …
July 17, 2026
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Rotation – where to?
The hottest chipmakers remain under pressure, investors rotate out of the hottest names but the latter doesn’t mean that AI trade is fading. It is …
July 16, 2026
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Chips & Banks
US inflation surprised to the downside in June, largely thanks to plunging energy prices, pulling Treasury yields lower and tempering hawkish Fed expectations. But with …
July 15, 2026
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Back to Black
Re-escalating Middle East tensions send oil prices into the stress zone, again, fuelling inflation expectations, pushing global yields higher and weighing on equities. Korean chipmakers …
July 14, 2026
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