Trump’s victory sparks US equity rally

Trump’s victory sparks US equity rally

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US equities up for six weeks in a row

Strong earnings and resilient jobs data are prompting markets to rule out rate cuts this year. Semiconductor stocks continue to lead gains across the US and Asia, with South Korea and Japan hitting new highs, supported by AI investment. Inflation pressures reflected in China’s da ...  Show more

The View Beyond: Reading between China’s headline indices

Global equity markets have performed strongly, led by the AI-driven rally across the US, Japan, and Korea, while China’s headline indices have lagged in comparison. Yet beneath the surface, performance has been more nuanced, with parts of the market showing stronger momentum than ...  Show more

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Bond investors are counting on US tariff revenues
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US President Donald Trump’s nominee to join the Federal Reserve has vowed to uphold central bank independence, bond traders are banking on revenue from Trump’s tariffs to bolster US public finances, and Nasdaq is trying to combat a number of suspected “pump and dump” scams. Plus, ...  Show more

Wall Street Speaks Out Against Tariffs
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Lessons from the recent US Treasuries sell-off
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Dollar Drops, Gold Rises as Trump Ousts Fed's Cook
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The dollar dropped and gold gained after President Donald Trump removed Federal Reserve Governor Lisa Cook, raising concerns about the independence of the central bank. A gauge of the dollar retreated 0.3% as Cook will be removed from the position effective immediately, according ...  Show more