The week begins on a risk-off note

The week begins on a risk-off note

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The View Beyond: The AI story behind US equity highs

Despite geopolitical tensions, US equity markets have reached record highs, with artificial intelligence at the heart of this surge. What is driving these historic moves? How are investors positioning themselves to both capture the opportunities and manage the risks? In this epis ...  Show more

US–China progress lifts markets, but rate concerns temper tech optimism

Markets were driven by headlines from the Trump–Xi summit in Beijing, where progress on trade and a surprise easing of US chip export restrictions to major Chinese tech firms lifted sentiment, particularly in technology. European equities closed higher and US indices reached fres ...  Show more

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