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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Earnings season begins as Middle East tensions re-escalate
Earnings season begins against a much tougher backdrop than investors had anticipated just a few weeks ago. While SK Hynix's record US debut highlighted continued …
July 13, 2026
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SK Hynix lands in New York
Oil prices gave back this week's geopolitical gains as easing supply concerns and renewed US-Iran talks outweighed tensions in the Strait of Hormuz. Lower energy …
July 10, 2026
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Oil back in the driver’s seat
Middle East tensions are back at the forefront after the US resumed strikes on Iran, sanctions tightened again and Tehran threatened retaliation across the Gulf. …
July 9, 2026
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Here we go again
The selloff in technology stocks continue. The latter is encouraging rotation toward the non technology pockets of the market, but the re-escalation of the Middle …
July 8, 2026
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Whispering trouble...
The week started on a positive note for tech stocks until the ugly market reaction to Samsung's blockbuster earnings turned sentiment sour again. Samsung was …
July 7, 2026
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