The war is three months old, stocks are at record highs and the Fed is talking hikes

The "AI Trade" demands selectivity post-Nvidia: learn the new rules focusing on free cash flow and margins, not just growth. Brent crude's new US$100+ baseline defies temporary peace, fueled by Gulf tensions and hawkish Fed signals. This week, we dive into the dollar's safe-haven supremacy, the Kos…

M1-Simba Merger Dies and Rubio Calls Iran's Hormuz Toll Plan Unfeasible 

Headline news for May 22, 2026: The M1-Simba merger is officially dead as Tuas Limited terminates its sale agreement following the IMDA's suspension of the review. US-Iran talks remain deadlocked over uranium and Strait of Hormuz tolls with US Secretary of State Marco Rubio warning a deal is unfeas…

Nvidia, Samsung fuel Asia stock surge; global risks eased, not gone

Market news for May 21, 2026: Asian stocks surged, fuelled by Nvidia's strong forecast and a suspended Samsung strike, easing global risk fears as vessels resumed passage through the Strait of Hormuz, though inflation worries persist. Synopsis: Market Focus Daily is a closing bell roundup by The B…

OpenAI announces $300M investment in Singapore, Xi and Putin denounce Trump’s Golden Dome

Headline news for May 21, 2026: US President Donald Trump says he was “right on the borderline” between a deal and resuming the war on Iran. OpenAI announces it will open its first Applied AI Lab outside of the US in Singapore. The China-Russia meeting concludes with no significant deals. Synopsis…

Nvidia earnings, geopolitical fears roil Asia stocks and global bonds

Market news for May 20, 2026: The AI rally faces a critical test with Nvidia earnings, overshadowed by escalating Gulf conflict driving oil prices and bond yields higher globally. Geopolitical tension fuels inflation fears, prompting central bank rate hike bets and dampening Asian stocks. Synopsis…

Singapore Faces IAEA Nuclear Assessment and Trump Sets a New Iran Deadline 

Headline news for May 20, 2026: Singapore will undergo an IAEA nuclear readiness assessment in 2027 as it considers whether to deploy nuclear energy. President Trump says he was one hour from striking Iran before Gulf leaders intervened, setting next week as the new deadline for a deal. US 30 year …

Trump peace bid cools oil prices, but Nvidia earnings and inflation fears loom large

Market news for May 19, 2026: AI stocks face a pivotal test with Nvidia's earnings amid Gulf-driven oil and bond yield surges. While Trump's peace bid cooled prices, global inflation fears and looming central bank tightening cast a shadow over markets. Synopsis: Market Focus Daily is a closing bel…

Trump Pauses Iran Strike, Putin Flies to Beijing and Oil Falls 

Headline news for May 19, 2026: President Trump says he paused a planned strike on Iran at the personal request of the leaders of Qatar, Saudi Arabia and the UAE as a new Iranian peace proposal arrives in Washington. Russia’s President flies to Beijing for talks with Xi Jinping. Oil falls more than…

AI euphoria faces Nvidia test as Gulf turmoil drives oil, bond yields higher

Market news for May 18, 2026: Asian markets slid on Gulf turmoil, driving oil and bond yields higher, as the AI rally faces a critical test from Nvidia's earnings this week. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and ne…

Taiwan Vows It Won't Be Sacrificed, Ukraine Strikes Moscow, Singapore Surges

Headline news for May 18, 2026: Taiwan President Lai Ching-te responds to President Trump’s silence on Taiwan during the Beijing summit. Ukraine launches its largest drone strikes on Moscow in over a year in retaliation. Singapore’s non-oil domestic exports rose twenty four point five per cent year…