‘Welcomed’ weakness
Weak US jobs data arrived at the perfect time to ease pressure on US yields and support broader markets. The report wasn't enough to reverse …
July 3, 2026
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Uh-oh!
Markets are facing the biggest AI reality check in months after Meta unveiled plans to commercialise its vast AI infrastructure and Oracle warned that heavily …
July 2, 2026
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H2 starts with momentum intact
Global markets enter the second half of the year with remarkable momentum despite months of geopolitical tensions and an energy shock. AI-driven investment continues to …
July 1, 2026
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What if?
The AI rally continues to power global equities higher, but the foundations beneath it are becoming increasingly questioned. Chipmakers keep surging on expectations of relentless …
June 30, 2026
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So far, so calm
Markets have started the week on a surprisingly calm note despite another round of US-Iran attacks over the weekend. Oil prices remain contained as strategic …
June 29, 2026
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Tech selloff deepens
Micron rallied on strong earnings, but optimism was clouded by the news that Apple – on the other side of the table – raised prices …
June 26, 2026
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