Moving Markets

Moving Markets

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Geopolitics push oil higher while AI momentum powers US markets

Markets were mixed yesterday, with Middle East tensions driving a sharp rise in oil and weighing on sentiment. European equities edged lower, while all three major US indices reached fresh highs, supported by strong momentum in AI-linked names. Macro data showed a divided backdro ...  Show more

All Episodes

Geopolitics push oil higher while AI momentum powers US markets

Markets were mixed yesterday, with Middle East tensions driving a sharp rise in oil and weighing on sentiment. European equities edged lower, while all three major US indices reached fresh highs, supported by strong momentum in AI-linked names. Macro data showed a divided backdro ...  Show more

Markets boosted by AI as they shrug off the lack of a deal

US equity indices closed the week at new record highs, topping off a winning month as tech stocks once again provided the momentum. Despite no agreement emerging between the US and Iran, and indeed continued strikes over the weekend, many of Asia’s key indices also saw gains this ...  Show more

The View Beyond: Waiting for the gold rally to resume

After a period of relative calm, gold has re-emerged as a focal point for investors amid geopolitics, shifting central bank strategies, and evolving global demand. How should investors interpret gold’s recent volatility, and what does the outlook hold as we move through 2026?In t ...  Show more

US equities at all-time highs, while oil plunges in May

US equities surged to record highs on optimism over a potential US–Iran ceasefire extension, with the S&P 500, Nasdaq, and Russell 2000 all closing at all-time highs yesterday. Oil prices fell sharply and are on track for their steepest monthly decline since March 2020. US econom ...  Show more

Oil swings and AI soars: US markets hit new highs

Oil prices are swinging on every twist in the Middle East, while AI continues to dominate global markets. Europe’s stocks are under pressure from high energy costs, but in the US, AI momentum is driving major indices to fresh record highs. In today’s episode, Carsten Menke, Head ...  Show more