Markets Shrug Off Inflation Warning

US inflation has climbed to its highest level in three years, yet markets have remained remarkably resilient. Strong economic data, easing oil prices, and renewed optimism around AI have helped support investor sentiment, even as expectations grow that the Federal Reserve could keep interest rates …

Crude Oil, Gold Respond To War News

Spot gold is now trading at its lowest in a year while Brent crude oil futures have gone back to Feb 27 levels, the day before the US and Israel attacked Iran. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, lays out the current scenario and its impact on interest rates and currencies. …

Is AI Mania Coming to an End?

The overnight global sell-off in tech and AI stocks has reignited questions about the longevity of the AI-led bull run. Are these early signs that the bubble is bursting? We discuss market trends with David Chow of Azure Capital. Image Credit: Shutterstock

Will US Inflation Resolve Itself?

The US Fed Chair Kevin Warsh in his first meeting gave hawkish signals as to the interest rate trajectory, but is a hike imminent? Joseph Sroka of NovaPoint Capital weighs in on the potential scenarios at play and what investors should consider in the AI tech space. Image Credit: Shutterstock

Has the Stagflation Threat Passed?

Falling oil prices and easing tensions in the Middle East have reduced fears that the global economy could slide into stagflation. Yet investors still face major questions around the outlook for growth, inflation, interest rates, and the strength of the US dollar under new Federal Reserve Chair Kev…

From War Risk to Rate Risk

Markets have welcomed the signing of the US-Iran peace agreement, with investors rotating back into risk assets as concerns over energy supplies and geopolitical disruption ease. The focus is now shifting back to economic fundamentals, including the outlook for interest rates, Federal Reserve polic…

Asia's Rally Returns as Oil Fears Fade

Asian markets have regained momentum after easing tensions in the Middle East helped drive oil prices lower and improve investor sentiment. At the same time, strong export data from Singapore, continued strength in South Korea's semiconductor sector, and resilient earnings in Japan are reinforcing …

Can Markets Sustain the Post-Peace Rally?

Markets are reassessing the outlook after the Federal Reserve held rates steady and signs emerged of a possible peace agreement between the United States and Iran. Lower oil prices and easing geopolitical tensions have improved sentiment, but investors are also weighing the implications of the firs…

Markets Cheer Peace, But What's Next?

Global markets have rallied after reports of a peace agreement between the United States and Iran, easing concerns over energy supplies and helping drive a renewed risk-on mood across equities. With the Strait of Hormuz expected to reopen, oil prices have retreated, gasoline costs are falling, and …

Have Markets Fully Priced in the Gulf Ceasefire?

Global markets were positive at the end of last week on the back of the SpaceX IPO and signals of an imminent US-Iran ceasefire deal. Have the markets fully priced in the potential reopening of the Strait of Hormuz, or does the rally have legs? We discuss the market outlook with Kingsley Jones of J…