Stocks stage a comeback

Stocks stage a comeback

JULIUS BAERJULIUS BAER

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The View Beyond: China’s old and new tech divide

Against a shifting macro backdrop, markets are responding to easing geopolitical tensions following a US-Iran peace deal, with oil prices falling sharply and Asian equities rallying. Within China, however, a stark divergence persists: Hong Kong’s “old tech” sector has lagged, whi ...  Show more

 . 25min 16sec
A week dominated by geopolitics and central banks

Global markets have been driven this week by a US–Iran deal, a more hawkish Fed under Kevin Warsh, and a Bank of Japan rate hike to multi-decade highs. Markets are now pricing in further US policy tightening, with record Treasury futures volumes signalling strong expectations for ...  Show more

 . 12min 42sec

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Turkish lira is a time bomb!
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The Norwegian central bank raised the interest rates by 50bp yesterday and said that there will be a similar move in September, to tackle the soaring inflation in Norway. The Philippines hiked by 50bp as well, to cool inflation. The Federal Reserve (Fed) minutes released this Wed ...  Show more

 . 10min 19sec
2025 Mid-Year Market Review: Stocks, Tariffs, AI & What’s Next
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Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ...  Show more

 . 47min 28sec